HeirWealth

Industry

Tech Start-up

Founded

Ray Tubman 2022

Key Markets

Fintech

Wealthtech

B2B Financial Services

Intergenerational Wealth Transfer

Share a timeless legacy

In an era of unprecedented wealth transfer, managing complex family assets is often a time-consuming burden. HeirWealth seizes this moment, offering advisors a timely solution that centralizes wealth management, streamlines administration, and secures timeless legacies—transforming generational challenges into enduring opportunities.

Great stuff Neil - I love the angle and the approach. Really pleased to have you and Bianca working with us on this.

Ray Tubman
Founder at Heir Wealth

Start with Purpose

One-Word-Why

The one-word-why “Time” became the catalyst for HeirWealth’s comprehensive brand strategy, igniting a multifaceted marketing and sales approach. This powerful concept drove the creation of an emotive brand story, showcased through a compelling founder’s video set in rural NSW.

It inspired the development of a user-centric website, leveraging advanced UX/CX methodologies to embody time-saving efficiency. “Time” fuelled innovative campaigns like “The Great Wealth Transfer,” which resonated across various channels, from exclusive VIP events featuring timeless assets to targeted B2B engagements with industry leaders. This central theme informed every touchpoint, from the AI support mascot symbolising cutting-edge efficiency to bespoke branded items like wines and uniforms.

By anchoring in the value of “Time,” HeirWealth crafted a versatile, enduring brand platform that seamlessly adapted to diverse marketing activations, unifying the urgency of efficient wealth management with the timeless nature of family legacies.

Brand Strategy

Brand Launch

Events & Sponsorships

Brand Story

Brand Development

Sub-Brand Development

New Product Development

Key Messaging

B2B Campaigns

Website

Microsites

Animation