Investment plan proposal Collaborative Consulting

About Collaborative Consulting

Collaborative Consulting provide financial advice to high value clients in New Zealand. Their approach and expertise helps to manage their client’s emotions, not just their funds. They act as a personal, advice-driven partner rather than a sales-led asset manager. And they focus on the things that really matter – things that are proven to deliver a predictable result.

Getting to know their clients very well in the early stages of their partnership is vital. An initial Discovery Meeting to help identify goals and challenges is followed by an Investment Plan Meeting where Collaborative Consulting present their view of a client’s current situation and recommendations on how to achieve investment goals.

The creative brief

Angle were briefed to design a high quality, personalised Investment Plan Proposal, which could be presented and left behind with prospective clients.

The new Investment Plan Proposal

The new Investment Plan Proposal is designed to lay the foundations for Collaborative Consulting to work with new clients. The content covers information about the organisation, scope of service, wealth management process, risks and a detailed and personalised look at each client’s situation and goals.

Large format and high quality

The combination of the large format book, high quality digital printing and elegantly designed, personalised content, makes this an easy, engaging read. The front cover is customised with the client’s name. As high value clients, these personal touches are important.

Famous collaborations

A selection of famous collaborations are added (and changed out) to reflect the age, interests and background of each client. These black and white photographs also help to communicate the benefits of Collaborative Consulting and demonstrate successful partnerships.

See other Angle case studies for Collaborative Consulting:

Website design for Collaborative Consulting
Collaborative Consulting Branding

We deliver perfect print every time

Do you need a design and communications agency that creates world class design for print? Our creative team with decades of experience is the solution. We deliver small and large format projects, via short digital print runs or large offset print runs. Find out about our graphic design for print specialist skills.