VIP Design Kits

Your brand is built. Now, let’s ripple through all your documents.

As a Brandover® client, you've got a brand that feels like you, a website worth sharing, and crystal-clear focus on exactly who you help best.

So, what's next?

Our VIP Design Kits are your shortcut to getting high-quality, on-brand assets done quickly.

Communicate frameworks that resonate with clients

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Create client and referral advocates with marketing collateral

Diagram of a teal line connecting a smaller teal circle to a larger circle with a plus sign in a circle at the end of the line.

Earn credibility through consistent brand experience

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Gain your time back and smash your to-do list, fast!

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75% of consumers will judge your credibility based on your design

〰️

75% of consumers will judge your credibility based on your design 〰️

While solid foundations are crucial, it's just the beginning. We help you lift your brand, marketing and experience to new heights so perfect clients stick around and spread the word.

What you're getting:

✔ Pre-Intensive Briefing Submit your tasks and priorities via a quick questionnaire so we hit the ground running

✔ 30-Min Kickoff Call Align on goals before the big day so everything is crystal clear

✔ Polished marketing collateral from an experienced designer who knows your brand better than anyone

✔ Priority VIP preference without the long waitlist or turnaround times

✔ All the Canva template files so you can update or duplicate in the future. We don’t hold files ransom, we want to empower you.

✔ High attention to detail and the same Brandover quality you've experienced (just with extra coffee) 

Our Design Kits

  • A collection of professional documents, PDFs, and editable files including guides, contracts + presentations from Abundant Advisory, with Canva editing visible on a laptop screen. This brand kit can be customised for any financial adviser business.

    Client Onboarding Kit

    People need to see you're the real deal. A crucial part of the experience where browsers decide if they’re buyers.

    Includes cover page and editing of internal pages in Microsoft Word or Canva for your ongoing use:

    - FSG

    - Fee Schedule

    - Letter of Engagement

    - Ongoing Service Agreement

    - Letter of Engagement

    Get started
  • A collection of professionally designed business brochures displayed on digital devices, including printed pages and tablets, with images of financial advisers in suits showing credentials + services. This brand kit can be ordered by Brandover client

    Referral Toolkit

    Equip yourself and other professionals to educate your perfect clients why you're their fit.

    Includes:

    - Corporate Brochure: Copywriting and design of up to 8 pages using your brand and vibe. Imagery and icons alongside a minimal professional aesthetic.


    - Referral Partner Flyer: For your referral partners to send clients your way with a one-pager introduction snapshot.

    Get started
  • Collection of presentation slides and editable files for a professional project, featuring slides with titles, text, graphics, and logos, which can be created in Microsoft Powerpoint or Canva.

    Presentation Kit

    Presentations that showcases your expertise and perspective.

    Includes:

    - Client Discovery Presentation: Up to 12 pages of front cover, back cover, title pages and various formats of inside pages. I can create a template or design an existing presentation you have. Add in any icons, process flows, images from our Brandover.


    - Investment Philosophy: Taking your expertise and communicating that to your perfect fit clients. I can do a speaker presentation as an alternative option.

    Get started

Advice Proposals

Fee Schedules

Social Media Templates

Discovery Presentation

Investment Philosophy

LinkedIn Profiles

Advice Proposals Fee Schedules Social Media Templates Discovery Presentation Investment Philosophy LinkedIn Profiles

Other things we can help with:

Investing in a VIP Design Kit is more than just professional looking documents. It’s about enhancing your brand’s impact and freeing you to focus on what you do best.

“It all begins with an idea. Maybe you want to launch a business.”

Joseph Maewad, Trinity Advice

Joseph Meawad from Trinity Advice smiling in a business suit with a white shirt and red tie, standing inside an office with plants in the background.

“It all begins with an idea. Maybe you want to launch a business.”

Nicola Beswick, White Rabbit Advisory

Nicola Beswick from White Rabbit Advisory smiling with shoulder-length brown hair, wearing a pink blouse with a ruffled collar and a gray checked blazer, against a gray background.

“It all begins with an idea. Maybe you want to launch a business.”

Simran Dhillon, Abundant Advisory

Simran Dhillon from Abundant Advisory wearing a white shirt and dark blue blazer, smiling, with a purple circular background.

How it works

3 columns with a checkmark in the middle, indicating confirming your financial adviser design kit

Confirm your design kit in the form below

Icon of a calendar with a plus sign, representing adding or scheduling an event.

We’ll send you a quote, deliverables date and kick-off meeting request.

A layout or framework icon showing finished documents that wows and works.

I’ll arrive to your milestone meeting with finished documents that wows and works.

Ok sign me up!

If you’re ready to start ticking off your branding to-do list and finally get your business looking polished, we’re excited to make it happen! I have a limited offering with only 2 places available per month. Get in touch to reserve your space.