PT Wealth

Tony Rimac from ptwealth came to us with a clear vision of what he wanted, with a few steps to go before he could get there.

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Project goals

PT Wealth sought to establish a professional and approachable online presence that reflects Tony’s expertise and builds trust with clients. The goal was to create a website with a simple yet elegant design, integrating practical tools to streamline client engagement and position Tony as an authority in his field.

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Our approach

Collaborating with Tony, we combined pragmatic design solutions with thoughtful branding elements to deliver a website that balances simplicity with functionality.

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Elegant branding

We started with branding work, developing a simple yet elegant logo complemented by a contrasting colour scheme. This clean, professional look set the foundation for the website’s design.

Tailored iconography

Leveraging Tony’s relationship with his licensee, InFocus, we sourced a suite of icons tailored to his colour palette. These icons helped shape the simple and intuitive layout of the site.

Calendly integration

The site takes advantage of our Calendly integration, streamlining both client experience and back-office processes. This feature makes it easy for clients to schedule appointments while simplifying Tony’s workflow.

Informative content

We included a range of well-organised, informative pages that position Tony as an authority in his field without overwhelming visitors. The content strikes a balance between professionalism and approachability.

The result

The final PT Wealth website delivers a clear message to clients, positioning Tony as both professional and approachable. Its elegant design, tailored features, and user-friendly layout create a strong first impression while simplifying client engagement. The platform reflects Tony’s expertise and supports his commitment to providing high-quality financial advice.

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Ready to stand out online?

1

Align and define

We’ll connect via Teams to understand your business, goals, and timeline.

2

Start building

From gathering materials to reviewing designs, we’ll guide you every step of the way.

3

Review and launch

We'll bring your dream website to life, providing 1:1 training so you can manage your site from day one.

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