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Financial Planning Firm needs a client data collection summary sheet to print on A3
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This customer received 13 stationery designs from 5 designers. They chose this stationery design from ammar_ed as the winning design.
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A$100
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13 designs
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5 designers
Stationery Design Brief
We are a financial advice company, and we are after a 1-page sheet where we can write all of the client’s personal information in our meetings, like a mind map.
It should have our logo on the page along with a place to put the Client's Name and the Date.
It also needs to have the following Headings
Family
Home
Investments
Business
Estate Plan
Lifestyle
Money
Retirement
Dreams & Goals
Health and Wellbeing
It also needs to have our License details on the bottom: Aspire Advice Pty Ltd (447545) is an Authorised Representative of Aspire Private Wealth Group Pty Ltd AFSL No: 522734 ABN 40 640 307 311. This document has been prepared by Aspire Advice and is for general information only.
Please utilise our colour scheme as per our logo attached. Please find uploaded to the project an example data collection summary sheet that we use currently.
