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Case studies

Aim

  • To highlight what you do best and how you help your clients
  • To provide a real life insight in the process of financial advice that new clients can relate to
  • To highlight the types of clients that you want in your client listing e.g. engaged planner

Include

  • An introduction of the client
  • An outline of the problem they faced
  • An explanation of how you found and implemented a solution
  • The outcome

Tips

Profile the type of clients you work best with. Use a real example but change the names of your clients and omit any information that could identify them. A good case study should be around 150-300 words. For longer case studies you can consider putting each case study on a separate page.

Use headings to give the case study structure and make it easier to read. Use pictures and images to represent the client profile but remember to include that the images are not those of the actual client.

Contact Company Name

Level 6, 483 Pitt Street, Sydney 2000

(02) 9977 1122

(02) 9977 5445

info@gpl.com.au

About Us

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[Adviser Legal Name & ABN 12 123 456 789] are authorised Representatives of Godfrey Pembroke Group Pty Ltd (Godfrey Pembroke), ABN 38 078 629 973, Australian Financial Services Licensee 245451.

Godfrey Pembroke

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