The value of Financial Planning



You know financial planning changes lives. Your clients know it does too. However prospective clients might need more convincing.

That’s where this engaging animation comes into its own. It explains the financial planning process and the benefits clearly and concisely.

The package includes the animation updated with your branding, logo, contact details and a testimonial slider. We’ll then add it to your website to save you the hassle and stress of doing it yourself.

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What happens after you order?
Terms & Conditions

The package includes:

  • Our exclusive animation
  • Rebranding the animation with your corporate colours, logo and contact details
  • The addition of a client testimonial at the end of the animation
  • Adding a dedicated page on your website to hold the animation and explain more about the benefits of working with a Financial Planner
  • Adding the animation to your existing YouTube / Vimeo channel, or we can host it for you
  • Adding the newly created page into your website’s navigation

After you have placed your order:

For existing clients:

We will:

  • Contact you if there’s information that we need
  • Produce the animation
  • Send it to you for approval
  • Add it to your website

For new clients:

We will:

  • Contact you to get the information we need
  • Produce the animation
  • Send it to you for approval
  • Add it to your website

We like to keep things as simple as we can, but there are a few things you should know:

  • The animation is yours to use as you wish. There are no restrictions on how or where you can use it.
  • To add the animation to your website we’ll need access to the Content Management System. In the highly unlikely event we cannot do that, we’ll be in touch to discuss options.
  • We’ll always do our best to deliver the animation to you as quickly as possible. However, delays sometimes occur. If this is the case, we’ll always keep you fully informed.

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