You may have noticed that we recently gave our brand a face lift. We’re excited to finally unveil our new look, and we want to tell you all about it.Posted: July 15, 2020
Why the change?
We’ve come a long way since Plus 7 Financial Management was founded in 2008. As individuals and as a company, we’ve learned a lot along the way and felt that our former logo, images, fonts, and colours didn’t represent who we are anymore.
We have a team of Financial Advisors and support staff to assist with your ever-growing needs, continually bringing that high level of service our clients expect, so much so we had to move into a new premise at 1/1 Alexandra Ave, Rose Park, earlier last year.
We now have an accountancy division “Plus 7 Accounting” within the business to help with your tax/investment advice and other related enquiries should you need it. It’s great to be able to work together with clients accountants and to have clients taking up our in-house accounting service which makes everyone’s life easier, so if you are interested, please do not hesitate in phoning our office to book an appointment.
Because of the changing landscape of Covid-19 we have had to adapt our business to the safety of our staff and clients. We are now able to conduct meetings via zoom or Microsoft Teams rather than you having to come to our office, plus we also have the ability to have all your forms signed by DocuSign (for most counterparts) without the need to post or come into the office to sign. However, if you wish to still have your meeting with us here at our office, we have Covid Safe practices in place within our office spaces.
Meet our new logo!
We ultimately chose this revamped logo as we believe in the 7 steps to financial freedom by determining the following through our meetings with you:
- Financial Position
- Lifestyle Requirements
- Financial goals and Objectives
- Investment Return
- Risk Tolerance
- Gap Analysis
- Plan Finalisation
Whilst Working closely with our licensee, Australian Unity, a company with a proud 180 year heritage of helping Australian’s, we are proud to endorse that tradition here at Plus 7 Financial Management.. That depth of experience combined with their corporate strength in the market, means we are uniquely placed to draw on their resources and offer you high quality personal financial services finely tuned to your particular needs to ensure that you achieve your goals of a secure financial future.
We have adopted a vibrant colour scheme which complements our alliance and company values of the licensee that we work with.
We have also created our new website which is user friendly and easier to find the information you need, be it either to contact us, read a news article or understand the services that we can offer you. Have a look at the new site at www.plus7fm.com.au