“Brandover’s expertise in financial services meant they got us and got it done - they understood all areas of our business and our Great Life vision without a learning curve."
Navigate Advisory
Harry Moustakas and his team faced a pivotal moment. Since opening their doors in 1992, they'd changed a lot - both as a team and in the services they offered.
It was time to create something entirely new.
To bring their vision to life.
Merging several financial businesses into one brand with purpose and personality - one that would transform their 30-year legacy into a powerful promise: helping clients define, design and live a Great Life.
MADE POSSIBLE WITH:
Brandspark strategy workshop
Brand identity design
Website messaging + design
Stationary + email signature
LinkedIn profiles
Corporate brochure
Client experience documents
Signage
Brand DNA Playbook
Marketing strategy
Launch communications
Website build by Ignition Media
Social media and email communications by Mariah MacInnes
Communicating an integrated service offer bringing various businesses under one brand roof —financial planning, accounting, business advisory, lending, and property advisory.
Identifying and appealing to ideal clients across all business units with messaging that would resonate with each unique audience.
Preserving their valuable history and reputation tied to the "Navigate" name while evolving into something distinctly new.
Previous experiences with marketing firms had left them frustrated—tired of training outsiders who never truly grasped what they did or the value they provided.
Managing the countless moving parts of a new business launch: transitioning to a self-licensed model, opening new offices, welcoming team members, and merging business units—all simultaneously.
Aligning their team around a shared vision and message.
Clearly communicating these changes to existing clients, helping them understand the benefits and expanded services now available to them.
The challenge
The outcome
The impact has been significant:
Greater confidence within the team - clearer about who they are, what sets them apart, and the clients they help.
Diverse ideas, personalities, and services blended into one cohesive and unified brand.
Their polished, sharp brand now truly reflects the service and trust they deliver to clients.
Navigate Advisory has a distinct voice and style reflected in the language they use in communications and how they visually present the business.
Everything connects seamlessly - from website to client experience materials to social media.
The “Great Life” idea is gaining momentum through consistently delivered messaging throughout all touch points.
Growing awareness of the Navigate Advisory brand with targeted content and client communications.
Significantly above-average open rates for email communications and broadening social media reach.
“Our brand really resonates with who we are and the level of service and trust that we give to our clients”
“I loved Lisa and Aynsley’s enthusiasm from the first time we met- they genuinely cared, and you could see that. And they got stuff done - it wasn't just words; they took action.
The new brand has created confidence within the group itself. As the brand is building, the perception of us as a business is also growing, and we are getting the message out there about living a great life. That then resonates right through to our vision and the purpose of what we're all about.
Harry Moustakas - Managing Director & Senior Financial Adviser
Navigate Advisory
“Having worked with other marketing firms in the past, I often found myself having to train them on the services we provide.
For me, it was really great that Aynsley and Lisa both worked in this space. I felt that it made my life easier because a lot of it was more so about us and the direction that we wanted to have and the messaging that we wanted to have rather than teaching them the basics of financial advice.
It was very exciting to come up with a new direction. I found the process to be seamless, really good communication with cohesiveness across all the different marketing materials, so not just the website, but also the other collateral we've developed since.”
Stephanie-Lee Alvarenga - Practice Manager
Navigate Advisory