Forbes Wealth Planning is a privately owned financial advisory firm based in Adelaide, South Australia. The Forbes team pride themselves on their transparent, long-term personal working relationships and their ability to guide their clients through every stage of their financial journey. As individuals, they are approachable, down to earth and really listen to their clients to understand their life-long challenges and aspirations. It was our privilege to join them on the journey of refreshing their identity and branding to elevate the perception of their brand to match the quality of their services and client experience.

To this end, we developed a design strategy that reinforced their approach to providing peace of mind and confident financial advice. We incorporated triangles to visually portray a forward thinking organisation with a diverse service offering that is so much more than superannuation. The universal symbols, as well as imagery selected for their website appeal to their broad and diverse client base, representing the future financial goals and dreams of each individual. The colour palette is clean and fresh, capture the many facets of the business and clients’ lives. The primary triangle is green, signifying growth, prosperity and renewal. To reinforce their brand purpose, we developed a new tagline to capture all that they are as an organisation and service provider – more than super. The new branding was rolled out across a broad range of applications, from stationery and various marketing material to a new website and internal and external signage.

scope | brand strategy, identity design, website design, marketing material and signage