As PGP approaches its 20-year milestone, this moment represents more than an anniversary — it represents a strategic inflection point.
Over two decades, the firm has evolved from traditional public practice accounting into an integrated accounting and wealth advisory model focused on generational wealth creation. However, the current brand architecture and market perception do not yet fully reflect that evolution.
This engagement is designed to clarify structural positioning, unify perception across PGP Consulting and PGP Wealth, and equip leadership with the tools required to confidently articulate the firm’s integrated advisory model.
Your brief outlined the need for the following outcomes:
• Brand refresh including identity, messaging and positioning
• Development of a clear brand story and value proposition
• Tagline development
• Marketing collateral and client materials
• Stationery and document templates
• Strategic marketing roadmap
• Website and digital presence guidance
• Consistent client communication framework
This proposal addresses these requirements through a structured four-phase program.
Strategic Alignment.
Two Entities → One Integrated Advisory Model
Scope Breakdown
Scope → Timeline
12–14 Week Strategic Transformation Program
(Weeks 01 — 02)
Phase One
Strategic Alignment & Brand Architecture
Objective
Define the strategic positioning of PGP as an integrated accounting and wealth advisory firm.
Scope
Executive strategy workshop with partners
Stakeholder interviews (up to 6 leadership members)
Brand and communication audit
Competitor landscape review
Brand architecture modelling (Consulting + Wealth integration)
Naming assessment and recommendation
Target client segment prioritisation
Integrated advisory narrative development
Deliverables
Strategic positioning document
Brand architecture recommendation
Target client framework
Integrated advisory narrative
Web design and development
(Weeks 03 — 04)
Phase Two
Messaging & Communication Framework
Objective
Translate the strategic positioning developed in Phase One into a clear and consistent communication framework that articulates PGP’s integrated advisory model and value to clients.
Scope
Development of the PGP brand story
Articulation of the integrated advisory philosophy
Alignment of Accounting and Wealth narrative into a single advisory proposition
Messaging hierarchy development across services and client segments
Development of key brand statements and positioning language
Definition of the advisory model articulation (“Advice – Action – Outcome”)
Segment-specific messaging frameworks aligned to PGP’s core client groups
Tone of voice development for client communications
Core homepage messaging framework for future website updates
Deliverables
Brand story narrative
Messaging framework and hierarchy
Tone of voice system
Core website messaging structure
Web design and development
(Weeks 05 — 08)
Phase Three
Brand Identity Evolution
Objective
Develop a refined visual identity system that reflects PGP’s positioning as a modern integrated advisory firm while maintaining the credibility and trust associated with a long-established professional practice.
Scope
Development of two refined visual identity direction
Logo evolution and refinement concepts
Typography system development
Colour palette refinement
Exploration of visual language and graphic system
Brand positioning statement refinement
Tagline refinement and evaluation (including the “Advice – Action – Outcome” concept)
Final identity system development and refinement
Development of supporting visual elements for consistent brand application
Deliverables
Final logo system
Typography system
Colour palette
Supporting visual language
Brand style guidelines (20–30 pages)
Web design and development
(Weeks 09 — 12)
Phase Four
Brand Infrastructure & Leadership Enablement
Objective
Equip PGP with the operational brand assets and documentation required to implement the repositioned brand consistently across client communications, advisory materials and digital channels.
Scope
Development of a complete brand infrastructure system including core stationery, advisory documentation and digital brand assets.
Deliverables
Core Stationery & Documentation System:
Business card system
Letterhead template
With compliments slip
Email signature system
Word document template
Advisory report template
Proposal template
SMSF documentation layout template
Internal memo template
PowerPoint presentation template
Advisory & Leadership Assets:
Advisory overview presentation deck
Client onboarding presentation framework
Brand governance principles
Brand usage and application guidelines
Internal rollout communication framework
Digital Brand Assets:
LinkedIn banner templates (firm + partner use)
Social media template suite for thought leadership posts
Email header graphics
Website iconography set
Branded document footer system
Project Completion
Upon completion of Phase Four, PGP will have a fully articulated brand strategy, visual identity system and operational brand infrastructure ready for immediate implementation across the firm.
Web design and development
/Investment.
Clear, defined deliverables structured around genuine brand needs.
Full-Suite Creative Service Solutions.
Full-Suite Brand & Content Infrastructure
Brand Strategy & Positioning
Content Production & Direction
Social & Digital Content
Brand & Lifestyle Videography
Product Packaging Deisgn
Product Rendering & Mockups
Web Design & Development
Creative & Techincal Infrastructure
We combine enterprise-grade creative production tools with FMCG market intelligence and compliance awareness. Every deliverable is designed to be visually elevated, commercially aligned and retail-ready.
