We need a Logo and stationary design
We are a financial advice firm. We work with clients in the age bracket from 40 - 70. We develop financial advice strategies, we sell financial advice. We solve financial planning problems.We are not investment managers. . We make complex financial situations easy. Eg, how can I best restructure my investments to maximise my retirement income. How will I afford to retire.
When I meet a client, my first step is to find out“what is important to them” What are their "Core Values"
Most people aren't totally driven by money. Their most important focus or core value is to spend more time with their family, do charity work, be healthy, be happy, go travelling, work less, more time on hobbies, Religion,
save the environment
I must find out what is important to them, what is their core value? Then I understand them enough to then solve their financial concerns.
our new website domain will be http://www.corevalue.com.au
Our main work is
Investment portfolio management
Self managed superannuation funds - Investment advice
I hope that helps.
Please accept this challenge. I am looking forward to seeing your work and will provide lots of feedback. I have used 99designs before.
Thank you Shane