Applied Wealth Solutions Logo *

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Target market/ audience –
Applied Wealth Solutions will target
Individuals within the “Mass Affluent Segment”.
High Net Worth individuals and families. Income > $250,000 or assets >$2.5m. They are more financially sophisticated.
These clients tend to come from career backgrounds such as professional services (accountants, lawyers, doctors), c-suite clients, and those who have inherited wealth from prior generations.
Trust is key
Trust is a decision about an unknown future. The difference between trust and taking a calculated risk is the level of comfort that somebody feels about that decision. For example agreeing to seek advice after an aggressive sales pith vs. willingly choosing to move forward with their financial plan. Trust is the most important thing to both target markets and thus the most important thing that AWS must emanate. We are asking people to entrust us with their future. Trust in the our advice process is made up of these 4 areas:
1. Acknowledge me and make it personal
2. Give me peace of mind
3. Help me trust you
4. Help me understand
High expectations of customer service
This group appreciate and understand what good customer service is. They will even tell you about the differences in standards across the world, particularly those who run their own business. Bad customer service will not be tolerated. They expect that we will operate in their best interests at all times.
You get what you pay for
Our clients are prepared to pay for value. The majority have a philosophy of “you get what you pay for”. They would rather spend their money on a good pair of shoes that last rather than cutting corners for a discount. Many are concerned they have not been able to communicate this value to their children who “live for today.”
They deserve to enjoy what they have achieved through their hard work
Our clients have a strong work ethic and believe that they can allow themselves to enjoy the rewards of their hard work.
Even the more savvy people are not confident about their financial sophistication
For affluent mass clients, surprisingly even business owners and clients who work in financial markets have a degree of uncertainty about their financial sophistication.
High Net Worth clients, on the other hand, demonstrate strong opinions about their financial philosophies. They may not have the specific expertise required to make investment decisions however they understand that their gaps are. To build trust with these clients, we need to do more than listen and promise to do the right thing. These clients want to know:
We aren’t influenced by a conflict of interest
We have access to investment opportunities that other advisers may not
We have the superior technical expertise
We understand their circumstances intimately and the consequences to their affairs for each decision they make
Design specifics/ existing websites –
My current business and website (this is where all our current clients interact with us):
https://integralprivatewealth.com.au/
https://www.linkedin.com/company/integral-private-wealth/
Here are some websites/ brands I like:
https://www.heritage.ch/
https://monocle.com/
https://www.perpetual.com.au/
https://www.apple.com/au/
https://www.qantas.com/
Logo Text
Applied Wealth Solutions
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