Finance Writing Services

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  • No ‘bank speak’
  • Concise, plain English copy from an experienced finance writer
  • Intelligently combining authority, emotion and reason
  • Facts and figures never changed – but we’ll tell you if we spot errors!
  • On-brand, on-message, on point
  • Speaks directly to your audience
  • Engaging, professional and friendly
  • Flawless spelling, punctuation and grammar

Are your finance writers creating easy to read content?

Does it persuade and engage your readers? Is it delivering results? Is it on-brand? Does it hit its target audience? Ours does, and our 20+ years of experience crafting financial information into plain English business copywriting, runs the gamut from blue chips to SMEs, and state to federal government.

  • Annual reports, IPOs etc
  • Plain English corporate finance blogs
  • Board papers
  • Personal and general finance
  • Newsletters
  • Articles
  • Tenders
  • Corporate histories
  • Staff bios
  • Company profiles more

Plain English Finance Content Writer

A good plain English finance content writer writes in a way that gives someone a good chance of understanding it on the first reading, and in the way you want them to.

It’s clear, direct writing, using as few words as you need, which avoids ambiguity, verbiage and complex sentences. It does not, however, mean always using simple words at the expense of the most accurate, or writing like a pre-schooler.

Poor finance writing or a poor personal finance writer can be costly and potentially disastrous to your brand. If your audience doesn’t understand you due to bad grammar, unclear wording or inappropriate style and tone, you can lose business as well as credibility.

Here’s some examples of our work:

AustralianSuper is Australia’s largest super fund, with approximately one in every ten Australian workers being members. Working closely with its investor relations team, APM wrote / edited AustralianSuper’s annual report for three consecutive years via a mix of senior management interviews, supplied information and draft content. Each report outlined the Fund’s performance during the year and how it
met the challenges and opportunities presented by the domestic and global investment environment. It also covered AustralianSuper’s strategy; operating environment and performance; governance; and financial and non-financial activities. APM’s rigorous project management methodology ensured each report project ran smoothly, to schedule and was produced to a very high standard.

Techcombank (HSX: TCB) is Vietnam’s most digital profitable bank. APM has written five consecutive annual reports for TCB in plain English for its global investors which are then used for Vietnamese translation. APM assists with establishing the narrative and storyline. Our work has won TCB a number of awards including from the League of American Communications Professionals for “narrative and clarity of content” and “Best Bank in Asia”. APM writes each report using a mix of interviews with the CEO and other stakeholders and by finessing draft content written by staff for whom English is a second language. The results continue to be very well received and APM works on various other projects for the bank.

UBank wanted a high quality, genuinely useful and interesting weekly blog, covering economics and finance. APM was tasked with coming up with weekly ideas. The result allowed UBank to stand out amid the clutter and noise of the blogosphere. Here’s a sample from two of the 200 we’ve written:

Ubank — “Change is the essence of capitalism”
Back in 1942, Joseph Schumpeter popularised the idea that creative destruction of economies, and/or sectors of economies, was critical to prosperity and growth. He posited that progress in a capitalist system relied on the destruction of an existing economic order to make room for the next. Capitalism was, essentially, an evolutionary process of continuous innovation.

Agents of this creative destruction range from the opening up of new markets, to revolutionary technologies like steam engines, electricity, the combustion engine, and the internet.

The brief
APM helped conceive content and wrote the copy for blogs aimed at potential and existing NAB customers, using wise, open and honest advice in plain English. Subject matter included life events, money basics and choosing banking products.

NAB – “Goal Setting”
In the words of entrepreneur Jim Rohn, “if you go to work on your goals, your goals will go to work on you”. Goals take you closer to what you want in life and where you want to go and most importantly they offer choice. Setting goals and developing your financial strategy today gives you that choice and working out what your personal goals are is a good place to start.

The Brief
Sydney based Grow Capital commissioned engaging, well written web copy outlining its unique offer to existing and potential clients.

Grow Capital – “What is the ‘information gap’?”
Many potential borrowers applying for finance, struggle to give banks and lenders a perfect picture of the state of their business, which leads to many good businesses missing out on the opportunity to invest, grow and innovate. This is called the ‘information gap’ and here at Grow Capital, we’re 100%-committed to bridging this gap with a solution that ensures clients have the right information and lenders get the complete information they need to make faster, better decisions for our clients.

The brief:
RBC Investor & Treasury Services is a specialist provider of asset services, custody, payments and treasury and market services for financial and other institutional investors worldwide, with over 4,500 employees in 16 countries across North America, Europe and Asia. APM was commissioned to attend a one-hour panel discussion and write up a report RBC could distribute to clients.

RBC copy sample:
The panel compared Australia’s gradually evolving distribution strategies with the dramatic influence of Asia’s disruptors like Alibaba and China Mobile. While these have had a significant impact across Asia, the panel agreed the nature of Australia’s highly regulated environment makes it less likely that such disruptors could have a similarly dramatic effect here. While a revolutionary financial technology (fintech) player may enter the market, the impact will be more moderated. The panel believes the pace of regulatory change is the greatest current disruptor. Trust and confidence were cited as non-technical disruptors.

Happy Clients

Thanks for all your efforts in helping Togethr Trustees get four annual reports completed on time in a year that we all agree has been extremely challenging. I look forward to working with you and the team next year.

Five Stars

Awenna Williams, Head of Experience, Togethr Trustees

Andrew and his team delivered the clear, streamlined annual report we wanted on time. And their flexibility and efficiency made the process run smoothly for us. A pleasure to work with!

Five Stars

Geoscape Australia

Andrew and his team have been fantastic to work with. Responsive, professional, and able to edit and condense complex information into an accessible form - and within the deadlines every time.

Five Stars

Indigenous Business Australia

The APM team were wholly professional and responsive. They met all deadlines and expectations for the project. APM skilfully negotiated the many challenges associated with project managing to get the best outcome for the Museum. The final result took our annual reporting to the next level. Thanks to everyone on the team!

Five Stars

Museum of Australian Democracy

I have known of Andrew and his team's expertise as specialist legal copywriters for many years, and have been finally able them to the test. I am so very glad that I could. They quickly responded to the brief and captured my company's tone of voice so well, that there were virtually no changes needed to the copy before it was finalised. Highly recommended!

Five Stars

Andrew Spalding, Founder & Managing Director at Get There