The Brandspark®

We uncover what lights you up and makes you the ONLY option for five-star, perfect-for-you clients.

To be seen and heard in the financial services industry, you first need to identify what makes you stand out and shine. Knowing who you want to work with, the problems you solve and the difference you want to make, will set you on a path to domination in your unique corner of the money world.

We get in your head

We start with a two-hour deep dive where we'll find out what makes you unmissable and relevant to your perfect people. We draw on our experience in the financial services industry to ask you the right questions to extract those golden tidbits of totally you.

We look at your business through the lens of your clients to identify unique opportunities to power up your positioning to make your message more relatable, your brand more memorable and your business more referable.

You'll walk away from the Brandspark experience feeling energised and excited with clarity about your ideal clients and what you need to do to lay the foundation for a brand that makes an impact.

From there, the ball is in your court - you can implement the plan yourself or hire us to bring your brand to life.

What you get with the Brandspark

  • Two-hour interactive Zoom workshop

  • Brandspark Blueprint

    • Your brand vibe

    • Your core message

    • Recommended website structure

    • Your Brandover program:

    1. Project deliverables

    2. Fixed price investment

    3. Timeframe

  • 30-minute follow-up Zoom to cover all your questions

Brand strategy for financial advisers and mortgage brokers

Not sure if the Brandspark is the right fit for you?
Book a Zoom chat to figure it out.

  • I've really enjoyed the process so far, your energy for the process is contagious and empowering! The workshop was great as it followed a logical path and the resulting document reinforced the workshop and also confirmed that you had understood where I was coming from and the outcome I'm looking for.

    -Stuart Roe, ETG Wealth

  • I was already looking for a way to bring my thoughts into a usable format for my website and future marketing. I feel that you quickly got a handle on what I was after and your were able to very clearly articulate what was needed and set up a framework to reach that outcome. I was confident after reviewing the Brandspark that I would get to the outcome I am after.

    -Bryan Graham, Graham Financial Solutions

  • Firstly, I must say you've automated your process extremely well in terms or calendar booking and payments. I feel you were able to articulate and note down exactly what I was thinking which is amazing. I'm extremely keen to see how this continues into the website and brand. If you capture it like you did the brief, it will be incredible!

    -Mike Miller, Emerging Wealth