Allied Wealth

Intentional brand reimagining

Allied Wealth needed assistance in boosting their profile as the leading independent financial advisory service provider in Sydney. This meant a brand refresh was required, as well as a strategic approach to the marketing activity and an update to collateral in order to better engage their target audience.

Engaged us for:

Marketing, Branding, Strategy, Website Development



Allied Wealth was founded out of frustration with the status quo in the wealth industry. Their team believes that the only way to provide advice is to be independent financial advice providers, with no commissions and no hidden fees. By ensuring your adviser is your wealth management ally, and not a salesperson for a larger institution, individuals can see significant changes in their wealth management opportunities. Allied Wealth delivers financial advice within boutique organisations, enabling management to interact with clients in order to protect the client’s best interests.

A future-focused marketing strategy

This design process involved  numerous workshops with Allied Wealth, allowing us to truly understand their business offering and their clients’ needs. We then completed extensive research, as well as a competitor analysis. This work fuelled their new marketing strategy we built that’s future-focused. On the back of this work, we were commissioned to redesign their logo, all marketing materials, internal and external documentation and their website.

Cohesive, unified customer experiences

Our team developed a brand new marketing strategy for Allied Wealth that was followed up by a meticulously detailed content plan. This plan focused on communicating with their customers at every stage of the sales funnel, ensuring consistency of brand tone of voice, messaging and intended impact.

We also built a completely new visual identity for their brand, including a new website, logo, email signature, stationery and client-facing collateral. Allied Wealth is now equipped to serve a growing client base with customised approaches to wealth management and growth.

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