Oakwood Lifestyle Advisors
Oakwood lifestyle advisers provide private client financial planning services on a fee for service basis on Sydneys Lower north shore.
We provide our services on a discreet unbiased basis.
We offer our services on a friendly but profresional environment taking into account the personal and lifestyle need of our clients in the first instance.
Typicaly we become the financial advisors to not only the clients, but also their friends and family.
Oakwoods office has been set up in an environmentaly friendly manner for both staff and clients.
Our clients come from various walks of life but have an underlying aim of being financialy independant at retirement.
Our typical clients are working profesionals and succesfull small business owners aged between 30 and 60.
Our client income on average is well in excess of $150,000
We require a distinctive brand/logo for our business.
We would prefer to utilise the colours green black and white, variations on these three colours is not an issue.
The logo needs to convey to our central business themes of:
PLAN / INVEST / PROTECT / LIVE
We help our clients plan their future, make the appropriate investments for their future. Provide protection of their family and then help them achieve the lifestyle objectives.
The logo will be used on letterhead, business cards and web site.
Our logo needs to be simple yet effective, we have attaced our current logo which we are looking to update.