Professional Capabilities Brochure

We are looking for an experienced editorial or corporate designer to create a premium digital capability statement for our advisory business. This document will be emailed to prospective mortgage broker referral partners following an introductory meeting and should reinforce our position as a trusted strategic advisory firm. Our audience is mortgage brokers, and the objective is to demonstrate that we are a professional advisory business focused on helping clients achieve better long-term financial outcomes through strategic property advice. Project Scope Design an approximately 8-page A4 digital capability statement using copy that we will provide. The document will include: Cover Why We Exist Our Advisory Philosophy Our Investment Approach The Team Behind Every Client Meet the Directors Working Alongside Mortgage Brokers Contact Page The project is focused on creating a premium presentation through thoughtful layout, typography, iconography, imagery and page composition. Design Direction We are looking for a clean, modern and understated design inspired by premium Australian advisory businesses. The overall feel should be comparable to firms such as: Pitcher Partners Koda Capital Escala Partners Wilsons Advisory Morgans Financial The finished document should communicate: Trust Professionalism Expertise Strategy Collaboration Long-term relationships We are looking for a sophisticated design that uses generous white space, refined typography, subtle iconography and carefully selected imagery to create a polished, premium presentation. The finished document should feel like a capability statement from a boutique wealth management, investment management or corporate advisory firm. It should leave mortgage brokers with confidence that they are partnering with a highly professional advisory business. Deliverables The final document will be used as a digital capability statement to email to prospective mortgage broker referral partners following an introductory meeting. Please provide: A professionally designed interactive PDF optimised for email and on-screen viewing. Adobe InDesign package (preferred) or Canva (if agreed). Editable source files. All linked assets and fonts. A version suitable for future editing as our content evolves.