Divorcees / widows and or those separating who have little to no financial management knowledge (budgeting, investing, tax implications etc). This presentation brochure is aimed at family / divorce lawyers who's clients are due to receive financial settlements from either a separation or deceased estate (as well as ultimately to end client).
My intention is to present to the lawyers (referral source), using this material to best articulate this "program" i will run for their clients - being: Investment management, budgeting and ultimately financial investment education through bespoke financial advisory.
¿Qué idea tienes, qué estilo te gusta para tu brochure?
I would like the visual style to marry that of my firm's message which is: Pure, simplistic, transparent and targeted at High Net Worth individuals ( >AUD 2,000,000 investment assets).
my website is http://www.pwadvisors.com.au
Folleto a diseñar
Plegado a la mitad (4 lados)
Tamaño de papel
Lo que debe evitarse
Given that i am working with people's life savings i would like to please avoid anything which detracts from the seriousness of what i do. Illustrations / pictures etc to please speak to what a typical high net wealth financial firm's message would portray
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