Finwise Leadership

Since 1987, Julie has been a trailblazer in financial planning, understanding its complexities like few others.

With decades of experience, she launched FinWise Leadership to push the financial advising field forward. Her mission: retain top talent and elevate the profession through mentoring, coaching, workshops, and speaking engagements through Mentoring Professional Year Advisers, Coaching for Associate Advisers, Workshops and Speaking.

finwiseleadership.au

MADE POSSIBLE WITH:

Brandspark strategy workshop
Build offer/services
Brand identity design
Website design, messaging & build
Linkedin profile optimisation
Speaker profile

The Challenges

Starting from Scratch: Julie had a big vision but was building a brand and business from the ground up.

Defining Offers: She knew what she wanted to achieve but wasn't sure how to create clear, compelling services.

Industry Positioning: Julie was uncertain about where she fit within the financial planning landscape.

Target Audience: She didn't know exactly who to speak to in her messaging—seasoned advisors or newcomers?

Before

After

Shining a spotlight, helping advisor’s shine

Bright yet professional colour

Sans-serif font suggests a modern, efficient and accessible approach

Logo design

The Results

Relatable Messaging: Crafted a message that speaks directly to seasoned financial advisors with a growth mindset who want to make an impact.

Visual Strategy: Used strategic visual elements to connect with ideal clients, making the brand aspirational yet relatable.

Positive and Aspirational: Infused the brand with a happy, positive, and forward-thinking vibe, inspiring advisors to shape the future of financial advice.

Brand templates, business offering & icons

Clear, Compelling Services: We helped Julie design and communicate four key services: Mentoring Professional Year Advisers, Coaching for Associate Advisers, Workshops, and Speaking engagements.

Strategic Positioning: Positioned Julie as a knowledgeable, experienced leader in the financial planning profession.

Polished and Stylish Brand: Created a modern, confident, and elegant brand that reflects Julie's expertise without being showy.