logo for Watermark Financial Services

Together on your financial journey

会計・財務

We are small financial planning business based on the beautiful Sunshine Coast (QLD). Members of the Millennium3 dealer group (owned by ANZ) so, although we are small, we have the backing/support of a large dealer group. We have a broad client base, from young singles all the way through to retirees. Interested in targeting young - middle aged clients so that we have time to implement strategies that will maximise their retirement savings.

We would prefer that the focus be on what makes us different from other planners/advisers, rather than on what we do. We would encourage the use of various font types to illustrate that we are serious about our client's financial security/growth, but also that we are believe in a healthy balanced work/play lifestyle. No logos that replicate a stock market chart!!!! We prefer the 'Web 2.0' logo type as it is modern and has depth (3 dimensional)

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