id Strategic Competitors

We use strategy, marketing & communication to help financial services leaders and brands protect and grow their reputation, impact and revenue. Our work creates powerful connections between financial services organisations & the people they serve. Our clients typically want to achieve results such as growth, raising capital, achieving impact goals, or delivering Australians they serve a better financial future. This means we serve only senior executives and Boards in finance or closely linked sectors such as fintechs, banks, asset and fund managers, brokers, for-purpose businesses, government, industry associations, insurers, lenders & financiers, private equity, superannuation funds and institutional investors, financial planning & wealth management firms, and professional services firms. If you’re a director, CEO, CMO, corporate affairs person or leader in financial services, have interrelated and complex issues to manage, and see PR & marketing as key to success, you’re who we work with. You value PR and marketing, want it done better, but haven’t been able to make progress on your own or with others achieve specific commercial outcomes. Our work is strategy and evidence-led, rather than confined to a specific PR or marketing discipline. In practice this means we integrate disciplines to help you: - Disrupt or change the market itself, or change an established market paradigm - Grow revenue, predictably, and reach by helping acquiring and keeping members, clients and partners - Protect your reputation and relationships with media and key stakeholders We can help if you’re experiencing a perception crisis or seeing one looming, simply want advice or need help to produce communication, driving business growth through positioning and profile (PR).

We have devoted almost 30 years helping people to achieve the lifestyle they want. Over this time I have learnt that everyone is different, with different desires and life experiences, but one thing we all have in common is the need to plan and manage our financial future. At Advisory Group we are committed to helping you achieve the lifestyle you want through professional, personal advice and exceptional service. With the backing of AMP, one of Australia’s largest financial institutions, we have access to extensive research, technical and education resources and offer a wide range of financial products and services from a vast range of leading fund and mortgage managers. Our highly qualified team has developed a reputation for giving the highest quality, advice and providing exceptional service to the local community since 1987. Once you have set your sights on the lifestyle you desire, we can then work together to develop a plan that will help you achieve the kind of financial future you look forward to. Advisory Group Pty Limited ABN 46 003 829 333 trading as Advisory Group is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706. View our FSCG https://advisorygroup.com.au/fscg Any advice contained in this webpage is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person.

The Right Agency for the times The current economic climate requires smart marketers to partner with an agency that ‘gets’ retailing. At IdeaWorks we understand that consumers still need to be seduced by brands and compelled by offers. Our core expertise is in creating fresh and surprising creative communication that drives traffic while building the brand: we call it ‘Brand Retail’.