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Hi Everyone,

I’m looking at coming up with a new name for my financial planning company. In the past I’ve just sold myself as the financial planner, having started a few years ago, however now want to move towards creating more of a corporate image. As a result, the name needs to change.

We are a financial planning business that specialise in wealth creation and personal insurance (protection of assets/income etc). Our clients tend to be in the under 40 age bracket, most being white collar professionals. We like to think we have a pretty personal relationship with most of our clients, and all business growth currently comes from referrals. We want to branch out more and hope to use the internet to expand our growth.

We will be starting everything from the beginning; once we have a company name we will move on towards logos, website designs etc, so we really have a blank canvas to start with.

Any ideas/suggestions would be fantastic.

Wealth Insurance Company

NestEgg Niche

Talents & Treasures

WealthWorks

thanks for the replies.

I think “Wealth” might be too generic, I’m not sure. A lot of companies obviously use that in their name given the type of work we do

WealthWorks sounds like a gym we have here called HealthWorks – I’d hate for people to get that mixed up!

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