Project Description

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.