Portfolio Planners

After undergoing a complete rebrand, Portfolio Planners, a privately owned firm specialising in private wealth management, wanted to stand out from the crowd and grow its online presence.

We developed a parent website, blog and microsite all designed to cleverly interact with the target demographic through social marketing, viral video and emarketing. Each application has a relationship to the core business values of the company, and is unique in the way its message is communicated. The site also gives users the opportunity to access various online calculators, forms and fact sheets.

The new websites have been incredibly successful, boosting traffic, and increasing the level of engagement (as measured by page views, time on site and interactions). The sites have given the company several channels to communicate with members in a friendly and often light-hearted manner… check out Georgie's blog!