Showing posts tagged with: Affinity Wealth Services

Case Studies

Affinity Wealth

by Sonja van den Bosch

Business Growth Through Strategic Marketing   Affinity Wealth Services is an award-winning, independently-owned boutique wealth management company. They are experts in the fields of wealth management, aged care financial services and accounting and have spent 25 years helping their clients achieve their financial goals. Their advisers are skilled and experienced financial experts with a proven track record in growing and protecting their clients’ wealth by taking a[…]

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Affinity Wealth

Kate Golder – 
Partner and Adviser Affinity Wealth Services

by Sonja van den Bosch

We have been getting the highest number of ideal client referrals ever and the momentum is building. This is definitely because of our exposure in the market. When I met Sonja, I remember her saying that a lot of money is wasted on marketing. With Twinlife, every marketing idea is thought through and questioned, and every marketing initiative is measured. After setting up the marketing foundations, Twinlife trained our team and handed over the tools so that we can run the communications ourselves. Marketing is now a structured part of our business. We communicate consistently and effectively and it’s exciting seeing the results.

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Kate Golder – 
Partner and Adviser Affinity Wealth Services