1. Initially we wanted a credit card-like design for the postcard but are open to other creative designs
2. At the back of the card, we would like to include the following text:
“Combining services for your clients, a financial happy-ever-after.
The ever changing financial environment coupled with clients’ needs becoming increasingly complex, it is important that Accountants, Mortgage Brokers and Financial Planners work together to provide a broader financial service to clients to retain your client base longer.
Using Woods Financial as an extension of your business will provide your clients with broader solutions and will be an extension of your services which is crucial for them to achieve their overall financial goals and a happier client experience. Your recommendation will be highly valued and you will be remunerated for the referral.
There is much to be gained by understanding how to incorporate clients’ financial needs and by giving clients the range of financial solutions. Together, we can sustain existing clients longer and expand our client bases while upholding our high quality of service. We will provide your clients with a variety of services that are efficiently and seamlessly integrated.
You will find that Ralph Woods & Woods Financial are highly respected. Not only have we earned our clients’ respect through many years of personal service in the financial services industry, but also their trust and confidence.
I’d like to meet to further discuss a working relationship and will contact you soon to arrange a meeting.
3. A QR code (attached)
4. Picture of Ralph Woods incorporated (attached)
5. Ralph’s accreditation:
• Director, Woods Financial
• Authorised representative of Affinia Financial Advisers Limited, AFSL No. 237857
6. Woods Financial Logo (attached)
7. Contact information, as follows:
• Ph: 1300 77 45 11
• Address: 2/8 Vine Street, Stones Corner, Brisbane QLD 4120