Superannuation (retirement fund) roll-over specialist. We find out what funds you have money invested in (accumulated over the years) and bring them together to sort out your superannuation for you. Face to face, professional service.
Age 45- 60 M & F
Avg household Income > $150k
White collar, Mgmt level or self employed
Frustrated with complexity of financial industry
Tired of jargon and technical language
Concerned with future - retirement plans
Simple (in approach and proposition)
Small to medium size business
Provides one-to-one service
Nimble but sure-footed
NOT cold or Corporate
Sense of solidity/ permanence
Organization name in a stylised type/font becomes the logo.
An image or shape that is easily recognizable is used to represent your business.
Organization name enveloped by a pictorial element or shape.
White, Blue, small amount of Green