Brand and digital transformation for one of Australia’s most trusted wealth advisors

Crosbie Wealth is a well-established, trusted wealth advisor in Australia. Timed with a head office relocation to a modern, state of the art business premises in the Newcastle’s newest hub, we were asked to provide brand and digital transformation to guide the organisations through its next chapter of providing highly-personalised and trusted advice on wealth creation and growth, retirement planning, estate planning and risk insurance.

Client

Crosbie Wealth


Services

Brand and digital strategy, brand identity, website, content marketing, social media, CRM, photography, collateral.


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Strategy


We knew our approach had to address the gaps between the expectations of high net worth individuals and the existing communication offering. We had to future proof the customer experience and make a step change in digital advancement for Crosbie Wealth to truly transform the client experience by introducing a new approach to client journeys and a re-think of all touchpoints.

25

Years in business

300m+

Investments

7

Locations in Australia

125%

Increase web traffic

Concept


Our creative approach reflects the attitudes of today’s high net worth individuals, who seek a purpose-driven lifestyle in a world where cultural capital trumps ostentatious displays of wealth. The brand cues deliberately avoid materialism in favour of purpose and communicate Crosbie’s rarity, exclusivity and backstory.

Results


Core to the overall approach was the simplification of the way Crosbie Wealth tells its story, its new brand look and feel and the way it engages its audience.Energy, performance and possibility are Crosbie’s ethos when helping clients reach their goals. The brand identity system signifies a new era for Crosbie Wealth, including a colour palette possessing a refined and mature quality, inspiring images and a confident, bold new typeface. The website and digital strategy positions Crosbie as a thought leader.