Wealth planner targets creatives
Recruitment agency Transfer Group has launched a new initiative aimed at selling personal finance advice to advertising creatives.
The My Wealth Transfer initiative is headed by wealth adviser Alex Lee who features in an “I’m a Mac” style commercial attempted to talk financial sense into a ditzy creative.
The initiative also has a Facebook and Twitter presence.
Linkedin
hahaha – f*cking genius – that is the worst piece o’ shit i have ever seen.
User ID not verified.
aside from the execrable ad, who on earth mixed that sound?
User ID not verified.
If any creative sees this and thinks, “Wow, I’m going to call this guy” I’ve got a great block of land on the Gold Coast I’d like to show you… at low tide.
User ID not verified.
Clearly this is a teaser ad. The second one will be along the lines of “We’ll leave the creative to you; you leave the financial planning to us”.
Please god don’t let this be intentional.
User ID not verified.
@hurf – I would say nobdy mixed it
User ID not verified.
The KK girl looks pregnant ad the audio is terrible. Shocking ad.
User ID not verified.
Lol, I’m with 1. Anonymous.
User ID not verified.
Craig Ashley Russel nice comment. Mate – it’s pretty obvious you clearly have no idea about wealth planning and already you’ve binned the idea / initiative. Not trying to sell you anything dude, want to help you think about maybe reducing your tax bill at the end of the year.
User ID not verified.
Commendable initiative, awful ad.
Here’s some investment advice – invest in a better ad.
User ID not verified.
Challenge – how to spark conversation about your brand amongst creatives.
Insight – bad ads generate the most discussion on Mumbrella.
Solution – create worst ad ever – done!
User ID not verified.
Tim, thanks for posting this, much appreciated.
Transfer is a full service digital agency and recruitment is one of the services it provides along with production, launching initiatives and the sites we run and manage.
We created this initiative having worked in the industry for many years. I grew to learn no one really understood what tax actually meant or even how to manage your savings, let alone putting a trust together.
The reality is that everyone in our industry is why too busy and thinking about this sort of stuff is automatically put in too the ‘way to hard basket’.
Our idea was was simply to help make everyones life just that little bit easier.
User ID not verified.
“i wish someone would take that extra $50 off me every week before i spend it… oh yeah and do my Bas … collect my receipts… all that- bring it on I say… the tax man gets way too much of my cash!
User ID not verified.
I think this is a good effort and will prove effective.
It’s real – almost too real , but never mind
It offers clear benefits and challenges the negative perception of the category.
Most of all though it shows a client who believes in their product and understands trust is the key criteria for financial decisions
Job done. Alex will be a busy man.
User ID not verified.
Why are people so angry?
User ID not verified.
This looks like it was filmed on the MD’s son’s iPhone 4, and shot out of whoever had the bathroom with the WORST acoustics on the day.
There’s also been an obvious attempt to get the poor girl into the shortest skirt possible in the vague hope that people won’t realise how SHIT the production qualities actually are.
Don’t even get me started on how uncomfortable that poor schmuck looks in the cheap suit. Looks like someone was pressured into this BIG TIME.
I know this isn’t going to air, so we can’t be too critical, but, WHAT THE FUCK DID I JUST WATCH??
User ID not verified.
They feel hurt on behalf of there iphones for the ripoff?
User ID not verified.
BLLLLEUUUUUUUURRRRRRRRGGGGGGGHHHHHHHHHHH!
User ID not verified.
Nice one. If clients are paying for this kind of work, then I’m definitely safe in my job.
Also glad to see that every comment is number 1. Thanks for making us feel special, Mumbo..
User ID not verified.
F%$* I love Mumbrella comments! hahahaha
User ID not verified.
To all the anonymous postees.
Ask me a question then and find out?
Anyone would open agree that making an extra 5K ontop of ones salary would be better then a kick in the head.
User ID not verified.
I cant help but agree with all the nastiness of the above comments!
(Edited by Mumbrella for legal reasons)
User ID not verified.
LOL
it’s like a blind date gone wrong
User ID not verified.
Alex, you are the kind of planner that gives the entire industry a bad name. You obviously have no idea about your target market to assume that creatives are ditzy. In most agencies, they are the most highly paid and you’ve just called them all latte drinking idiots.
As a matter of fact, my experience in the FP field is extensive having had two major clients and I currently use Halogen for my personal planning who saved me a shit load in tax and returned a massive result on my super last year when ever other planner was blaming the GFC and the markets.
Now pull your head in kid and GO BACK TO SCHOOL WILL YOU PLEASE!
User ID not verified.
Craig,
You sound pretty old school to me by your tone, and that you’ve only two clients … and you sound pretty scary using big words in CAPS – telling me that even I don’t get it … mmmmmm makes me want to meet you in confidence for sure.
For the record, I am completely aware of what agencies pay creatives as I live and breath the “play hard, word hard” culture myself and have for years.
Again, the reason why we launched this initiative was because we saw a gap in the market as I’ve been speaking and helping creatives (at all levels) for the last 12months to making more informative decisions with their exciting salaries.
Feel free to apply yourself if you like, check out the mywealth page on http://mywealthtransfer.com.au
User ID not verified.
“as I live and breath the “play hard, word hard” culture myself and have for years.”
OK, I’m now convinced this is a piss take.
User ID not verified.
Alex, well done… you are spot on, a lot of creatives make a lot of money and don’t have a clue what to do with it so you are right to target them.
I actually dont even mind the crappy poor quality ad. I get the message.
Craig above, please consider that while creatives are highly paid, most DO sip lattes and hang at brunch on weekends and DON’T think about their financial futures.
For me, I have a financial planner, but good luck to you Alex.
Don’t rip anyone off or karma will get you.
Peace out.
El.
User ID not verified.
I have forgotten my golden rule; ‘Never argue with a drunk or a fool’.
Alex, I hope you make a fortune.
User ID not verified.
Alex,
Well done mate for giving this a go – from the idea, to executing the ad and landers on your site. Its easy for people to criticize, but I doubt many of them would have the self belief to do something like this themselves.
Both the targeting and idea are great. It comes off as a little uncomfortable though. It could easily be fixed by getting a couple actors, hiring a writer to inject some humour into it, and maybe someone for production (who gets rid of the whistling in the background 🙂 )..
Good luck with it!
Paul
User ID not verified.
you can tell that a finance officer created this.
User ID not verified.
Thanks for all your comments everyone – good and bad!
This was not ever meant to be a TV Ad – just a low budget sizzler to get you talking and listening about what I thinks is an important issue …
I have worked in the digital, advertising and media recruitment space for over 10 years now and last year I saw hundreds of people I have worked with retrenched from the industry.
The GFC has left it’s mark on all of us, one way or another and many people were unprepared with the financial strains it presented.
The recruitment space isn’t the best space to work in at times, but we do it because we are passionate about people and their talents.
We don’t want to see our clients face that financial uncertainty again so we have worked really hard to create a model that is manageable for even the time poorest of us to consider.
Thanks for all your feedback.
Bart
User ID not verified.
I rarely write negative comments here – but think that this is just so misguided, so patronising rude, and uninsightful, and so badly done that you really should just stop and think about your actions – perhaps there was a better way to go about things.
User ID not verified.
As a financially successful creative who’s never managed to have more than $10k in my bank longer than a month, this actually appeals to me.
The ad doesn’t, but the sense does.
User ID not verified.
@Bart, I can understand the intention but it is a piece of shit ad.
Regardless if it was to never see the light of ray you do have to give some thought to the audience and the credibility you would hope this extends to your other lines of business.
It goes beyond if I would trust the people behind this ad (you) with my financial management – you have lost me there. i would now question how well you understand the business you recruit for in the first place by putting up a steamer like this in the first place to this audience.
Recruitment agencies need to focus on their core business, decide who they are representing in the process and stand behind the candidates they put up – rather than finding new ways to extract revenue from the cattle they herd into market.
User ID not verified.
I think it is a great idea… I spoke to a financial planner at a major bank recently and he was rubbish. The suit was cheaper, the jargon stunk and he tried sell me sh** that I really didn’t need. Thanks Alex – I look forward to speaking to you soon!
User ID not verified.
Simple, cheap and gets the message across. I don’t think it’s meant to be serious, not sure why so many people are getting so wound up about it.
User ID not verified.
CraigAshleyRussell,
my view as a client is that most creatives ARE ditzy by the standards of other, non-advertising industry professionals
planning and organisational ability and attention to detail are sadly lacking
(this is not to say that describing them all this way is a recipe for success)
re “your experience in the FP field” i would say it is negligible rather than extensive as you claim because your FP is not actually the same as your tax adviser (and if s/he is i suggest you brace yourself for a call from the ATO).
If you knew anything about finance you’d also realise that fiscal 2010 was a positive year for super it’d be highly unusual if any planner was required to blame anything for poor investment performance.
May i respectfully request that you pull your own head in an go back to your lego blocks or whatever it is you were playing with before you got your hands on a keyboard.
User ID not verified.
ps….anyone who describes themselves as a “social mediaist” and chief swashbuckler is A COMPLETE WANKER
User ID not verified.