Steward Wealth - Financial Planning Solutions

This is what a business in Australia was looking for in their PowerPoint design

Steward Wealth is a financial planning business in Melbourne, Australia. We cater to all kinds of clients from high net worth individuals to young people just starting a career. We need a chart, which will be included in client pitches, presentations and on our website, that conveys the various areas that we are able to provide client solutions.
We have attached three rudimentary interpretations of what we're talking about, one of which includes our logo. With each area of advice we have included a brief description of what it is. The different areas are not necessarily linked, so it's not a circular process but there is a logical progression to them: clients can ask us to get involved with any of the steps.
We are pretty open to suggestions as to the best presentation but are quite interested in an infographics approach.
You can check out our website at www.stewardwealth.com.au to see a bit about us, but please be aware that we are changing our investment philosophy… Read more