0400 507 037



Industry: Finance
We met Mark and began a journey to reinvent the way finance was done at FinancePath with the focus clearly on the end customer experience.
  • Brand Communication
  • Marketing Plan
  • Ongoing marketing outsourcing
  •  Customer Journey Mapping

About FinancePath

We worked with Mark Attard and Chris Collard from FinancePath over a number of years providing their marketing. Initially we set up the following:

  • Brand Identity and key copy
  • Integrated Marketing plan
  • Website and social media presence
  • Customer Journey Mapping

We also training Jacqui their internal marketing support to be able to do key marketing activities like:

  • Do email campaigns
  • Social Media updates
  • Marketing reporting
  • Drip marketing campaigns
  • Management of lead generation activities.


We engaged Dan at the end of last year and in our first meeting Dan was able to get a sense of what we were really trying to achieve, the gaps in what we were currently doing and provide valuable insights from a customers perspective. Since that first meeting Dan's work ethic and her commitment to achieve what we set out to do at the start has been outstanding.

Mark Attard

General Manager

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