White Rabbit Advisory
When Nicola shared her vision for White Rabbit Advisory, we couldn't contain our excitement. Here was an established adviser with years of experience, a strong reputation through her work with PFAN, and absolute clarity about where she wanted to take financial advice next.
She'd built her personal brand beautifully over the years, but this was different.
This was about creating something bigger - a company that would showcase her vision to deliver headstrong and heartfelt financial advice for life’s twists and turns.
whiterabbitadvisory.com.au
Made possible with:
Brandspark strategy workshop
Brand identity
Website messaging
Website design and build
LinkedIn profiles
Google Business profile
Client experience documents
Thank you cards
The Financial Adviser Branding Challenge
Building and launching a new financial planning business is a huge undertaking. There are hundreds of moving parts, endless decisions to make, mountains of paperwork, and way too much noise about what you should be doing.
Nicola knew White Rabbit Advisory would change lives. That meant nailing the financial adviser marketing piece exquisitely from the start to:
Use her established personal brand as a foundation - building a corporate brand that could scale impact while staying true to who she is.
Communicate her specialist areas of advice - she had deep expertise in specific areas and needed to articulate it clearly to attract the right clients.
Build something that felt authentically her - she'd seen enough soulless financial brands and websites to know exactly what she didn't want.
Get it done without getting lost in the weeds - with everything else on her plate, she needed experts who could take the brand piece and run with it.
The design thinking:
The Results: Financial Adviser Branding That Converts
A brand identity that breaks the mould - White Rabbit Advisory is unmistakably unique - bursting with personality and purpose. The White Rabbit logo, colour palette, and whole energy feel uplifting, warm and optimistic. This is what financial adviser branding should look like - memorable, professional, and human.
A website that has a pulse - The design and words work together to communicate the same warmth that radiates from Nicola in real life. We binned the corporate speak and wrote like humans talk, focusing on what clients actually care about - their problems and how White Rabbit Advisory makes their lives easier, better, less stressful.
Everything works stylishly together - From the website to online profiles to email signatures to document covers and business cards - it’s a seamless and consistent brand experience. No Frankenstein branding here. This integrated approach to financial adviser marketing means every touchpoint reinforces the same message and builds trust.
Built to impress from that first Google search - Anyone who researches Nicola or White Rabbit Advisory finds a cohesive, professional presence that immediately builds credibility. The kind of online footprint that makes potential clients feel confident they're dealing with someone who is at the top of their game.
The Hidden Power of Strategic Financial Adviser Marketing
Better connections, more conversions - People arrive already understanding what Nicola's about, so conversations flow naturally toward becoming clients rather than starting from scratch.
Built to grow - As White Rabbit Advisory evolves, this brand foundation gives Nicola a solid base for any marketing she wants to tackle. She's got the messaging and visuals nailed. Smart thinking for the long game.
Confidence that radiates through the business- When Nicola’s referred by a lawyer, client or another professional, she knows what they'll find online perfectly matches what they'll get in real life.
Quality client filtering system - White Rabbit's online presence does the heavy lifting, drawing in people who totally get what White Rabbit is about, while the wrong types scroll right past.
Why This Financial Adviser Branding Works
This case study shows what happens when you get financial adviser marketing right from the ground up. Instead of trying to be everything to everyone, Nicola's brand attracts exactly the right clients while repelling the wrong ones.
The result? A financial planning practice that doesn't just look professional - it converts visitors into clients and builds lasting relationships.
There is something really magical about these two ladies!
They took everything that I wanted to do and created this brand that showcases me so well and who I am. It brings me joy every single day that I look at it. It is literally every single day I see something and I go, I just love it. I truly do love it.
They just *GET* you, your values, what you stand for, and how you want to support your clients.
To all the financial planners reading this - It’s like just like when we get our clients, and they tell us that. This is what I mean. You know if you know.
- Nicola Beswick | White Rabbit Advisory