Braeside Wealth
With an established business and a loyal client base, Braeside Wealth felt it was time to take their brand to the next level.
Lance and Maryanne wanted to transform Braeside Wealth’s online presence into something real and relatable, clearly positioning them as a independent, experienced financial advisors who care just as much about bringing calm and confidence to a client's financial life as we do about fueling the adventures that light them up inside.
MADE POSSIBLE WITH:
Brandspark® strategy workshop
Visual brand evolution
Website messaging
Website design
Website build (Squarespace)
The Challenge
Generic website: Their website acted more like a static billboard
Finding the right clients: They needed to draw in more of their ideal clients for their high-value, high-touch services.
Striking the right balance: Come across as thorough experts who are down-to-earth and approachable, avoiding a prestigious, corporate, or cookie-cutter vibe.
Setting themselves apart: Needed to clearly distinguish themselves as truly independent advisors who genuinely care about their clients’ financial well-being.
BEFORE
AFTER
The Outcomes
A Website That Feels Real: A refreshingly authentic website that truly represents Braeside Wealth and their clients.
Local Touch: Showcased local photos from a Newcastle photographer, adding a personal touch.
Team in the Spotlight: Highlighted the team with professional, approachable photos.
Achieving balance: Professional team photos paint the Braeside Wealth team as friendly and approachable, whilst Google Reviews and clearly defined services demonstrate their expertise.
Standing out from competitors: Braeside Wealth’s website invites clients to engage through sincere messaging and colourful visuals, setting the brand apart from traditional branding in the industry.
Clients See Themselves: Ideal clients—time-pressed professionals, busy business owners, and nearly empty nesters—can quickly see themselves in the messaging.
Big-Picture Messaging: Focused on taking a bird’s-eye view of clients’ financial lives to create a life of means and meaning. It’s not just about money; it’s for people who want more than average out of life.
Telling Their Story: Told Braeside Wealth’s story visually and verbally with a clean design and punchy, relatable messaging.
Lisa and Aynsley were brilliant to work with. They took the time to really understand us and our business and turned that into a website we love and are proud of.
- Lance Swansbra, Principle Advisor | Braeside Wealth