EMPOWERING FINANCE PROFESSIONALS WITH STRATEGIC DESIGN
I developed my services so finance professionals could concentrate less on their online presence and more on their business.
You’re a finance professional who didn’t get into your industry to spend time worrying about website copy, design principles, SEO or whether your logo font reads well on all devices. You’ve got busy clients, ongoing study and changing legislation to keep on top of. Do you ever just need your business basics like your website, brand and social media taken care of?
You do? Perfect, you’re in the right place.
I’M JO,
I work with finance professionals who need help with their website and brand design.
Whether you’re an established business or just starting out, it’s my goal to bridge the gap between financial services and a compelling and cohesive online presence. With over 20 years experience working for global finance companies, I know the finance industry. I have worked for international firms like Goldman Sachs and Morgan Stanley in London and Macquarie Bank in Australia. I have experience working for smaller boutique financial planning firms and broking houses giving me a wider knowledge of the industry and the challenges small businesses face
I’ve been a website and brand designer for over five years. I’ve been privileged to build Squarespace websites and develop brand identities for clients all over the world.
I believe that effective branding and web design are crucial for building trust and credibility in the financial industry. That’s why I’ve developed tailored solutions that meet the unique needs of financial professionals. Working with me isn’t just about a design, I become part of your team, managing the online side of your business so you can concentrate on financial advice, growing your business and giving the best service to your clients.
I HELP
FINANCIAL ADVISERS / ACCOUNTANTS / WEALTH MANAGERS / COMPLIANCE PROVIDERS / PARAPLANNERS / VIRTUAL ASSISTANTS
MY MISSIONMy mission is to provide financial businesses with a cohesive, timeless brand that builds trust and credibility. I design websites that not only look great but also drive results. I take the stress out of managing your online presence, from social media to marketing, so you can focus on what you do best — serving your clients.
THE BASICSHOW IT WORKS
1.
Choose your service & book
To help you decide which of our services you need, you can read my FAQs and go through my design process. Jump on a call with me, pay the invoice, sign the contract and let's get started.
2.
Compile your content
You'll receive a comprehensive questionnaire and digital folders to organise your content. If I’m not writing your copy or providing brand imagery, I also recommend having this prepared and ready to upload.
3.
Design and launch
I’ll start the design work while you relax. You’ll have mock-ups along the way to provide feedback on and once everyone’s happy with the design, I’ll finalise, you’ll launch and together, we’ll celebrate.
Frequently Asked Questions
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At the same time you sign your contract, you'll pay a 50% non-refundable deposit. We accept EFT payments (from Australian based clients), PayPal or Wise payments payments. Once your project is completed, and before the website and final files are sent to you, we require the remaining 50% to be paid.
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I use a client management system called Dubsado. Using this system, I'll set you up with your own password protected client portal that will house your contract, invoice and questionnaires. You can share images and files with me using Google Drive/Docs and you'll also be able to make real time comments and suggestions on on the design mock-ups I send you through Figma. I don't require an account for this.
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It depends on what projects I'm currently working on. I usually like to book at lease one month ahead to give you the chance to gather together all your website content and images. You might also be working with a copywriter, so you'll need to ensure they have completed their work before we start.
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I use Squarespace to build my websites on. Squarespace is an all-in-one platform. This means you can have your domain name, hosting, website and email all within Squarespace. It takes away the necessity for third-party plugins (unless we want them), constant updates and it keeps your website and data safe from threats. It also means it's so much easier to manage on an ongoing basis. If your website is currently on another platform, the process to transfer to Squarespace and can be done as part of our project.
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No I don’t. Offering a full branding package provides a comprehensive and cohesive identity for your business, unlike just designing a logo. A full package covers all aspects of your brand — visual identity, messaging, tone, and more — ensuring that every element, from your website to marketing materials, aligns with your brand's core values and goals. It creates a stronger connection with your audience, builds trust, and delivers consistency across all platforms. I believe this ultimately drives recognition and loyalty.
I also don’t offer edits on existing branding or logos.
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Our process starts with an in-depth discovery phase to understand your goals and audience. We then move through research, wireframing, and branding or design concepts, working closely with you for feedback. The final stage is building and launching, where we ensure everything aligns with your vision.
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In short, yes. One of the reasons I prefer Squarespace over other platforms is it’s intuitive and easy-to-use nature. I also provide a training video so you can easily update content.
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After launch, we offer support for one month to smooth out any issues that might pop up. We also offer a Retainer Package providing ongoing support for branding consistency, fresh content creation and website updates. Find more details on our Retainer Package here.
YOUR PRECIOUS TIME BACKA purposeful website and brand that produces results and helps to build trust with your potential clients. All done by someone with over 20 years of experience in the finance industry.
Let’s work together!
The first step to becoming a client is to complete the contact form, simple right! Next, I’ll be in touch to discuss your project in a little more detail and if we decide we’re a good fit to work together, I’ll get you booked in with a signed contract, paid deposit and project questionnaire.
Easy! Are you ready to have a website and brand design that works for you?
Jo – Owner & Designer
hello@sageandsquare.com
Perth, Western Australia
Studio Hours:
Monday - Friday
9am - 3pm