we are a financial planning firm based in Sydney Australia.
Main client base would be families and middle income earners.
We are after a tri fold brochure that comes across very professional and paints a good picture as to what we do and how we help.
Apart from the basic stuff we would also like to spell out the process.
1: we meet to better understand what you are working towards
2: we go away and complete our research
3. we arrange another meeting to show you your options
(Obviously reworded to sound professional)
We help clients
1. Build wealth
2. Develop a retirement plan
3. Save years off your mortgage
4. Pay less tax
5. Protect yourself & your loved ones
6. Locate & consolidate Superannuation
7. Develop investment strategies
8. Retire with less uncertainly
I look forward to seeing your past work