Change in business name to Robson Financial Planning
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We need a new business logo and look, for an upcoming re-branding of our existing financial planning practice, which I started 28 years ago. We are a small practice with 350 - 400 clients, most of whom have been with us for more than 20 years and with which we enjoy a close relationship. We know their families and they know ours. We enjoy the highest compliance ratings, and have been finalists in the 'Quality Advice' award in 2016 & 2017. Whilst we provide Retirement Planning, Personal Risk Insurance, Superannuation and Investment Advice, we are also accredited specialists in providing Aged Care advice which is a highly specialised field. We focus on achieving our clients goals and do regular reviews to ensure they're on track to meeting them. We have been in Coffs Harbour for 28 years are well known and respected in the community. We derive all our business from referrals. Coffs Harbour is a picturesque beachside holiday town in New South Wales, on the east coast of Australia. We are careful, considerate and empathetic to our clients needs. We are currently branded as Commonwealth Financial Planning, which is owned by Commonwealth Bank of Australia, but will be re-branding as Robson Financial Planning.
Zielmarkt/( -märkte)
Investors, Retirees, Families, Professionals
Industrie/Einheitstyp
Financial Planning
Logo Text
Robson Financial Planning
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Professionell
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- A bright full colour background