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Campaign

Wealth Management

6 variants
V1
Aspirational
#
Asset
/assets/images/heroes/photo-1574482211311-45a2169db57c.jpg
Meta dest.
Lead form (in-app)
Google dest.
pwf.com.au/wealth-creation
CTA
Book Now
Eyebrow
PWF · Lifestyle alignment
Headline 36 / 40
Friends for life. Finances to match.
Description 27 / 30
Plan the life you've chosen
Primary text 126 / 125
The trips, the dinners, the milestones. Let us help you build the plan that lets you keep going. Wealth management since 2004.
Story headline
Friends for life. Finances to match.
Story body
You've chosen your people. Build the plan that keeps you in step with them.
Story bullets
  • Wealth management since 2004
  • Lifestyle-led financial plan
  • Independent - no products to push
Reel headline
Friends for life. Finances to match.
Reel caption
You've chosen your people. Choose PWF to build the plan that keeps you with them.
Headlines max 30 chars each
  • Forever Friends. Forever Plan.30 / 30
  • Wealth Management | PWF23 / 30
  • Plan the Life You've Chosen27 / 30
  • Independent Wealth Advice25 / 30
  • Free 30-Minute Review21 / 30
  • Lifestyle-Led Planning22 / 30
  • PWF | Since 200416 / 30
  • Built Around Your People24 / 30
Descriptions max 90 chars each
  • Your people. Your milestones. The plan that keeps you in step. Free 30-min review.82 / 90
  • Wealth management since 2004. No products, no commissions. A written plan, yours to keep.89 / 90
  • Lifestyle-led planning for Aussies whose wealth should match the life they've chosen.85 / 90
V2
Question-led
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Asset
/assets/images/heroes/photo-1752650143236-b028e8778b0e.jpg
Meta dest.
Lead form (in-app)
Google dest.
pwf.com.au/wealth-creation
CTA
Learn More
Eyebrow
PWF · For the long view
Headline 39 / 40
Your friends are forever. Is your plan?
Description 25 / 30
Free 30-min wealth review
Primary text 114 / 125
The people in your life are forever. The wealth plan should support this too. Book a free 30-minute wealth review.
Story headline
Your friends are forever. Is your plan?
Story body
The people in your life are forever. The plan supporting that life should be, too.
Story bullets
  • Free 30-min wealth review
  • Independent - no products to push
  • Written summary, yours to keep
Reel headline
Your friends are forever. Is your plan?
Reel caption
Forever friendships deserve a forever plan. Free 30-min wealth review with PWF.
Headlines max 30 chars each
  • Friends Are Forever. Plan?26 / 30
  • Is Your Plan Built to Last?27 / 30
  • Wealth Review | Free 30 Min27 / 30
  • PWF | Independent Advice24 / 30
  • Plan for the Long View22 / 30
  • No Products. No Commissions.28 / 30
  • A Plan, Written and Yours25 / 30
  • Wealth Management Since 200428 / 30
Descriptions max 90 chars each
  • Forever friendships deserve a forever plan. Free 30-min review. Yours to keep.78 / 90
  • Independent wealth advice. No commissions, no products. A written plan, yours to keep.86 / 90
  • PWF builds long-view plans for Aussies who want their wealth to match their life.81 / 90
V3
Retire your way
#
Asset
/assets/images/heroes/photo-1698374178988-9da9609584b8.jpg
Meta dest.
Lead form (in-app)
Google dest.
pwf.com.au/wealth-creation
CTA
Book Now
Eyebrow
PWF · Lifestyle retirement
Headline 35 / 40
Retire with the lifestyle you love.
Description 24 / 30
Lifestyle-led retirement
Primary text 113 / 125
Same beach. Same dinners. Same trips. Retire with the lifestyle you love - we build the plan that gets you there.
Story headline
Retire with the lifestyle you love.
Story body
Same beach. Same dinners. Same trips. Retire with the lifestyle you love.
Story bullets
  • Lifestyle-led retirement plan
  • Built around your life
  • Independent and written
Reel headline
Retire with the lifestyle you love.
Reel caption
Retire with the lifestyle you love. PWF wealth management, built around the life you want.
Headlines max 30 chars each
  • Retire With Your Lifestyle26 / 30
  • Retire Your Way | PWF21 / 30
  • Lifestyle-Led Retirement24 / 30
  • Plan To Retire Well19 / 30
  • PWF Retirement Planning23 / 30
  • Built Around Your Life22 / 30
  • Independent Retirement Advice29 / 30
  • Retire On Your Own Terms24 / 30
Descriptions max 90 chars each
  • Same beach. Same dinners. Same trips. Retire with the lifestyle you love. Free review.86 / 90
  • Lifestyle-led retirement planning for Australians who want to retire on their own terms.88 / 90
  • PWF builds retirement plans around your life - independent, written, and yours to keep.87 / 90
V4
Shared horizon
#
Asset
/assets/images/heroes/photo-1506869640319-fe1a24fd76dc.jpg
Meta dest.
Lead form (in-app)
Google dest.
pwf.com.au/wealth-creation
CTA
Learn More
Eyebrow
PWF · Lifestyle alignment
Headline 27 / 40
Same friends. Same horizon.
Description 24 / 30
Wealth for the long view
Primary text 109 / 125
Same horizon. Same destination. The right plan keeps you in step with the people you choose to share it with.
Story headline
Same friends. Same horizon.
Story body
Same horizon. Same destination. The right plan keeps you in step with the people you choose to share it with.
Story bullets
  • Long-view wealth management
  • Built around your people
  • Independent and written
Reel headline
Same friends. Same horizon.
Reel caption
Same friends, same horizon. Lifestyle-led wealth management with PWF.
Headlines max 30 chars each
  • Same Friends. Same Horizon.27 / 30
  • Wealth for the Long View24 / 30
  • Built Around Your People24 / 30
  • Plan for Shared Destinations28 / 30
  • Lifestyle-Led Planning | PWF28 / 30
  • Long-View Wealth Advice23 / 30
  • PWF | Independent Advice24 / 30
  • Aligned to Your Horizon23 / 30
Descriptions max 90 chars each
  • Same horizon. Same destination. The plan that keeps you with the people you choose.83 / 90
  • Long-view wealth management for Australians planning the life they want to share.81 / 90
  • Lifestyle-led, independent, written - built around the people in your life. Free review.88 / 90
V5
Regular trips
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Asset
/assets/images/heroes/photo-1533444273691-ebf51af8fd9c.jpg
Meta dest.
Lead form (in-app)
Google dest.
pwf.com.au/wealth-creation
CTA
Book Now
Eyebrow
PWF · Lifestyle alignment
Headline 23 / 40
Same trips. Every year.
Description 22 / 30
Built for the long run
Primary text 104 / 125
Annual trips. Long weekends. The plan that keeps showing up, year after year - because your friends are.
Story headline
Same trips. Every year.
Story body
Annual trips, long weekends - the plan that keeps showing up, year after year. Because your friends are.
Story bullets
  • Built for the long run
  • Lifestyle-led planning
  • Independent wealth advice
Reel headline
Same trips. Every year.
Reel caption
Same trips, every year. PWF builds the plan that keeps showing up.
Headlines max 30 chars each
  • Same Trips. Every Year.23 / 30
  • Built for the Long Run22 / 30
  • PWF | Lifestyle-Led Planning28 / 30
  • Friends, Trips, Forever23 / 30
  • Plan That Keeps Showing Up26 / 30
  • Wealth for Every Weekend24 / 30
  • Long-Run Wealth Advice22 / 30
  • PWF Wealth Management21 / 30
Descriptions max 90 chars each
  • Annual trips, long weekends. The plan that keeps showing up - because your friends are.87 / 90
  • Built for the long run. Lifestyle-led wealth management for the trips that matter.82 / 90
  • Plan around the rituals you keep - PWF wealth management, independent and written.82 / 90
V6
Quiet rituals
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Asset
/assets/images/heroes/photo-1576477987917-9d056d379228.jpg
Meta dest.
Lead form (in-app)
Google dest.
pwf.com.au/wealth-creation
CTA
Learn More
Eyebrow
PWF · Lifestyle alignment
Headline 21 / 40
Same view. Same plan.
Description 21 / 30
Built for the moments
Primary text 130 / 125
Sunsets, mornings, slow weekends - the moments that don't need words. The right retirement plan lets you keep showing up for them.
Story headline
Same view. Same plan.
Story body
Sunsets, mornings, slow weekends - the moments that don't need words. The plan that lets you keep showing up.
Story bullets
  • Built for the quiet rituals
  • Lifestyle-led planning
  • Independent and written
Reel headline
Same view. Same plan.
Reel caption
The moments that don't need words. PWF builds the plan around them.
Headlines max 30 chars each
  • Same View. Same Plan.21 / 30
  • Built For The Moments21 / 30
  • PWF | Lifestyle Planning24 / 30
  • Plan For Slow Weekends22 / 30
  • Wealth For The Moments22 / 30
  • Long-View Wealth Advice23 / 30
  • Lifestyle-Led Wealth20 / 30
  • PWF Wealth Management21 / 30
Descriptions max 90 chars each
  • Sunsets, mornings, slow weekends. The moments that don't need words. Plan around them.86 / 90
  • Lifestyle-led wealth advice for the quiet rituals that make the life worth planning.84 / 90
  • PWF builds plans around the people, the trips, the moments. Independent and written.84 / 90
Campaign

Customer Portal

3 variants
V1
Build your wealth
#
Asset
/assets/images/customer-portal/customer-portal.png
Meta dest.
Lead form (in-app)
Google dest.
pwf.com.au/wealth-creation
CTA
Learn More
Eyebrow
PWF Customer Portal · Now live
Headline 24 / 40
Build wealth. On demand.
Description 22 / 30
Your wealth, on demand
Primary text 124 / 125
Track every step of your PWF Wealth Plan, every milestone, every dollar of growth, on demand in the new PWF Customer Portal.
Story headline
Build wealth. On demand.
Story body
Track every step of your wealth plan, every milestone, every dollar of growth - on demand in the new PWF Customer Portal.
Story bullets
  • Every step of your wealth plan
  • Every milestone, every dollar
  • Real growth, real time
Reel headline
Build wealth. On demand.
Reel caption
Every step of your wealth plan. Every milestone. Every dollar of growth. The new PWF Customer Portal.
Headlines max 30 chars each
  • Build Wealth On Demand22 / 30
  • PWF Customer Portal | Live26 / 30
  • Track Every Step Of Your Plan29 / 30
  • Every Milestone. Every Dollar.30 / 30
  • Real Growth, Real Time22 / 30
  • Your Wealth, On Demand22 / 30
  • Now Live for PWF Clients24 / 30
  • Wealth In Your Pocket21 / 30
Descriptions max 90 chars each
  • Track every step of your wealth plan, every milestone, every dollar of growth.78 / 90
  • Real-time visibility on the wealth you're building - one portal, anytime, anywhere.83 / 90
  • Build wealth on demand. The new PWF Customer Portal is now live for all clients.80 / 90
V2
Grow wealth in real time
#
Asset
/assets/images/customer-portal/customer-portal.png
Meta dest.
Lead form (in-app)
Google dest.
pwf.com.au/wealth-creation
CTA
Learn More
Eyebrow
PWF Customer Portal · Live tracking
Headline 23 / 40
Watch your wealth grow.
Description 20 / 30
Live wealth tracking
Primary text 117 / 125
Watch every step of your PWF Wealth Plan grow - every milestone, every dollar - live, in the new PWF Customer Portal.
Story headline
Watch your wealth grow.
Story body
Watch every step of your wealth plan grow - every milestone, every dollar - live, in the new PWF Customer Portal.
Story bullets
  • Live wealth growth tracker
  • Plan progress at a glance
  • Always aligned to your goal
Reel headline
Watch your wealth grow.
Reel caption
Watch your wealth grow against your plan. Live. The new PWF Customer Portal.
Headlines max 30 chars each
  • Watch Your Wealth Grow22 / 30
  • PWF Customer Portal | Live26 / 30
  • Live Wealth Tracker19 / 30
  • Grow Wealth, In Real Time25 / 30
  • Every Milestone. Every Dollar.30 / 30
  • Wealth, Live and On Demand26 / 30
  • PWF Investor Dashboard22 / 30
  • Aligned To Your Plan20 / 30
Descriptions max 90 chars each
  • Watch every step of your wealth plan grow - every milestone, every dollar - live.81 / 90
  • The new PWF Customer Portal. Real-time visibility on the wealth you're growing.79 / 90
  • Live wealth tracking against your plan. Available now to all PWF clients.73 / 90
V3
Monitor your wealth
#
Asset
/assets/images/customer-portal/customer-portal.png
Meta dest.
Lead form (in-app)
Google dest.
pwf.com.au/wealth-creation
CTA
Book Now
Eyebrow
PWF Customer Portal · Always on
Headline 29 / 40
Monitor your wealth, anytime.
Description 25 / 30
Tasks, milestones, growth
Primary text 125 / 125
Tasks, milestones, wealth growth - every move you and your PWF team make, in one place, anytime. The new PWF Customer Portal.
Story headline
Monitor your wealth. Anytime.
Story body
Tasks, milestones, wealth growth. Every move you and your PWF team make - one place, anytime.
Story bullets
  • Tasks + milestone alerts
  • Live wealth tracking
  • Anytime, on any device
Reel headline
Monitor your wealth. Anytime.
Reel caption
Tasks, milestones, growth - all in one place. The new PWF Customer Portal is live.
Headlines max 30 chars each
  • Monitor Your Wealth Anytime27 / 30
  • Tasks, Milestones, Growth25 / 30
  • PWF Customer Portal19 / 30
  • Every Move, In One Place24 / 30
  • Anytime, On Any Device22 / 30
  • Real-Time Wealth View21 / 30
  • PWF | Always-On Investor24 / 30
  • Your Wealth, In Your Pocket27 / 30
Descriptions max 90 chars each
  • Tasks, milestones, growth. Every move you and PWF make - one place, anytime.76 / 90
  • Monitor your PWF wealth plan anytime. Live tracking, task alerts, milestone reminders.86 / 90
  • Always-on visibility into your PWF wealth - tasks, growth, milestones, plan progress.85 / 90