Rise Financial

In a nutshell

A combination of collaborative planning and coaching gave Rise Financial a significantly improved online presence and strategic focus for their overall marketing programme. Ongoing marketing was able to be more effectively managed in-house using the improved website content and greater clarity of message. Two years after the initial work, Rise Financial again used GoodSense to improve their website content for their fossil fuel free investments.

What was needed

Rise Financial is a financial advisory company specialising in Responsible/Ethical Investment. Founding Authorised Financial Adviser, Jonathan Neal is certified by the Responsible Investment Association of Australasia, according to strict disclosure practices, and quality and accuracy are integral to the business.

With growing demand for ethical and responsible investing, Rise Financial wanted to improve the performance of their website in generating enquires from potential new clients.

How GoodSense helped

An initial website review by GoodSense showed the site structure, words and imagery could all be usefully improved. Through a mixture of coaching and GoodSense strategic planning, for a small-business friendly budget, the following was achieved:

Target audiences clarified
Priority web content agreed, to support the customers’ decision making
A new online way to develop prospects into clients recommended and successfully trialled
A brand strategy was developed
A tagline – Invest for Good – and key messages were written
Buyer motivations were established
A new website structure was developed
Capability for writing web content was increased
The refreshed website was brought together affordably and effectively

What this has meant for Rise Financial

Rise Financial logo

The programme of work gave Rise Financial a significantly improved online presence and strategic focus for their overall marketing programme. Ongoing marketing was able to be more effectively managed in-house using the improved online presence and greater clarity of message. Two years after the initial work, Rise Financial wanted to promote their fossil fuel free investment opportunities, to meet the growing demand to use investments for climate action. The company again sought GoodSense’s help to clarify the message and write website copy that works for site visitors and search engines.

“The thinking, expertise and support we have had from the GoodSense team has been of tremendous value. Their help, tact and flexibility is much appreciated and has enabled us to get better at telling our story in a way potential customers can more easily understand. Their ability to work on occasional projects with small budgets to such a high standard has been very useful for our small business. We also appreciate they share our focus on improving environmental and social outcomes through business. Their feedback always makes good sense!”

Jonathan Neal