Valor Financial Group Pty Ltd
Discovery: Identified need to elevate customer care, becoming the point of difference (EDGE)
Define: Re-brand to deliver clear message. Identify targeted client base. Recommended naming convention. Created activation plan- what to do next….
Deliver: Reopened under new brand. Successfully focusing on the financial needs of their clients, with their well being factored into their wealth creation. Consistently delivering outstanding returns for their clients.