Sustena Group Logo
Back to Our Work

Bonsai
Redefining retirement guidance for Financial Advisers

Bonsai Logo
Overview

Bonsai is committed to enabling more people to retire with dignity through a holistic and meticulously cared for a financial plan that will provide greater certainty of achieving their desired goals. Working with a passionate and stalwart financial services leader, we partnered to bring this innovative new business to life through a foundational Thought Leadership series. Using the metaphor of a Bonsai tree for the new brand, we captured the company’s philosophy and approach to the industry, bringing an Obsession for Determined Outcomes.

Sector
  • Financial Advisory
  • Consulting and Technology
  • Deliverables
  • Positioning & Messaging
  • Visual Brand Development
  • Brand/Product Architecture
  • Branded Business Tools
  • Thought Leadership Papers
  • Bonsai

    Working with a visionary financial services leader, we captured the fundamental tenets of their thesis to provide a more holistic approach for financial advisors and steer them away from the path of commoditization.

    Case Study Illustration
    Case Study Illustration

    Sustena has been my go-to partner for everything brand-related from the start. They are a thoughtful and dependable partner who’s there when I need them and are constantly helping me put the Bonsai brand in its best light.
    Robert DeChellis
    Founder and Managing Partner of Bonsai

    Case Study Illustration
    01
    Problem

    Bonsai’s unique philosophy and approach needed to be clearly defined and expressed in a consumable way.

    Solution

    We paired the company founder with a writing team to develop a foundational series of thought leadership to clearly articulate the challenges facing financial advisors and the future path for the industry.

    02
    Problem

    Bonsai needed to represent itself in a professional way as it shared it’s unique new approach to the industry.

    Solution

    We developed a clean and fresh visual brand that echoed the Bonsai trees of the company’s name as well as it’s new way of thinking.

    03
    Problem

    The new company needed the right tools to share more about the company with prospective clients and partners.

    Solution

    We worked with the founder to bring their pitch to life using a combination of clear, simple language and compelling infographics.

    Like what you see
    Have a company that needs help?
    Get In Touch

    Related Case Studies

    Worksoft Logo
    Technology
    Worksoft
    Expanding a successful legacy to tell a broader story
    ProCare Logo
    Technology
    ProCare
    Developing one unified message and an updated brand for multiple platforms to leverage.
    Allbridge Logo
    Technology
    Allbridge
    Combining three market leaders into one category killer