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Cylas Tee

Case Study · Financial Advisory

Ascendance Wealth Management

Ascendance Wealth Management wanted to read as a trusted adviser, not a sales team. Branding and a corporate site built around its three steps.

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The Ascendance Wealth Management website on a laptop and a phone
Client
Ascendance Wealth Management
Industry
Financial Advisory
Services
Website Design, Website Development, Branding
Location
Singapore

Client Profile

Who They Are

Ascendance Wealth Management, AWM for short, is a personal finance advisory group and an authorised representative of AIA Financial Advisers Pte Ltd. Wilfred Wong is its director, under Advisors Alliance Group.

The group describes its approach as client-centric, and it comes down to three things: understanding what each person needs, building a personalised strategy and leaving clients able to make their own financial decisions. Services run from personal finance advisory and wealth and asset management to retirement and legacy planning, integrated insurance services and high net worth allocation.

The Brief

What We Set Out To Do

Did you know that most advisory group sites look identical? AWM needed to look like the adviser you would trust with the whole picture. We opened with a dark hero over a photo of advisers at work, then a short introduction to the AWM consultants. The three-step process sits as numbered cards so the method is clear before any services are listed.

A gold banner invites a 20 to 30 minute consultation, five service cards cover the full range, and a contact form sits beside a photo of the office signage. The authorised representative is named in the footer, as it should be.

Our Solution

What We Built

  1. 01

    Dark Hero Over Advisers

    A headline on navigating the financial landscape over a photo of advisers at work, with a Learn More button.

  2. 02

    Why Seek Advice

    A text block introducing the AWM consultants, placed next to a meeting photo.

  3. 03

    Three Steps In Cards

    Three numbered cards: understand the need, build a personalised strategy, leave the client empowered to decide.

  4. 04

    Gold Consultation Banner

    A gold band asking visitors to schedule a consultation.

  5. 05

    Five Service Cards

    Cards running from personal finance advisory through to high net worth allocation.

  6. 06

    Form Beside The Signage

    A contact form next to a photo of the office signage, with the authorised representative named in the footer.

The Finished Site

Scroll Through The Home Page

The full page as it looks on a desktop screen. Scroll inside the window to see every section.

The Ascendance Wealth Management home page, top to bottom

Our Work

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