Cómo Ronan Zille comenzó su viaje en otros, negocios o publicidad
¿Cómo se te conoce?
Pure Wealth Advisors Pty Ltd
¿A qué sector dirías que pertenece tu empresa?
Contabilidad y finanzas
Cuéntanos a qué tipo de público quieres llegar
We are a wealth management firm and specialise in high net worth individuals and intergenerational investment advice
¿Qué te inspira y qué diseño imaginas para tu empresa?
A single page form which is effectively a "flow-chart" of pertinent questions which will assist the client in quickly identifying what their wants and "needs" may be. This document is going to form the basis of the "Service Agreement" and "terms of engagement" from which I will form a contract with the prospective client. I will also be storing this document as a client file note in the event of compliance / legal checks & requirements (to maintain my license to practice as a portfolio manager)
I am hoping to have the single page document containing a blend of
- in keeping with my broader theme (http://www.pwadvisors.com.au) but less of the heavier colours.
- Use of (or a place to insert) the logos of the companies with whom I utilise for managing my client's capital.
Ultimately I would like to use this document at each new client meeting and if possible have it printed as a note pad where I could simply detach the relevant page and scan and save. Ultimately, if this could be in digital editable PDF, i could then also use it on my Surface Pro.
I have attached my hand written notes of when I was designing the content. I also found an example of what I was roughly thinking (but colours too dark) and finally an example of icons which I like.
Again - please feel free to ask as many questions as you wish
Happy to take any further queries or questions if needed.
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