WLM Financial reveals its ‘Wealth Oneness’ brand strategy with new rebrand

WLM Financial has rebranded to better reflect its brand strategy of ‘Wealth Oneness’.

The announcement:

High tech meets customer care: WLM Financial launches new era with vibrant rebrand

Did last year’s Royal Commission into banking and finance achieve anything? Some critics might say no, but at WLM Financial in Sydney, the answer is yes – a renewed sense that they’ve been doing the right thing all along. The firm’s vibrant new brand identity, launched today after six months in development, deliberately highlights their radically personalised level of service, and their commitment to simplifying the complex world of money management for clients.

The rebrand and strategic direction, Wealth Oneness, was completed with independent creative agency, The Offices. Wealth Oneness refers to the WLM Financial difference, built over a three-decade track record of high fidelity to client goals. The company is a market leader in using sophisticated technology to give clients a holistic view of their complex business and personal financial lives. WLM helps clients set goals and then track their performance against those goals, using real-time data.

The Wealth Oneness strategy will take WLM Financial into a new era of growth, following a recent management restructure and significant investment in financial technology. The accompanying brand identity is startlingly modern yet warmly human, and was rolled out business collateral, marketing materials, reporting formats, signage, web design and copywriting.

“Our service is unique in the marketplace, but our old branding and especially our website didn’t reflect any of this. We wanted to take a drastic step in a new direction, showing clients what it is that sets us apart from your traditional accountant or financial planner,” said WLM Financial accounting lead and director Dan McGrath, client lead of the rebrand.

“Our new brand by The Offices has more than achieved that goal and is also supporting our business development goals, by communicating our value more clearly to clients.”

The Offices believes deeply that every business can be remarkable within its category, and creates memorable work through a tight combination of strategy, storytelling and design.

The agency specialises in branding and communications, with related services including packaging design, web design, art direction, copywriting and illustration. Sport, lifestyle, education and urban development clients feature prominently within their portfolio, with clients including Cricket Australia, Pat and Stick’s Ice Cream Co and Transurban.

Source: The Offices press release


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