Heritage Finance

Heritage Finance is your trusted partner across equipment finance, property finance, M&A advisory, and debt advisory. With a commitment to tailored outcomes, we support clients in securing machinery, acquiring property, navigating mergers and acquisitions, and optimising debt structures. Backed by a team of experienced brokers and a track record of strategic results, we offer clear, actionable financial solutions designed to help you grow with confidence.

SERVICES PROVIDED ~

BRANDING

WEBSITE DEVELOPMENT

PAID ADS

VISUAL ASSETS CREATION

TRACKING INFRASTRUCTURES

Identify:

Heritage Finance is a trusted Australian finance brokerage providing tailored lending solutions across residential, commercial, private, and asset finance. With a growing client base and an expanding service offering, they needed a clearer, more modern brand presence—one that would match the professionalism of their work and help audiences instantly identify the right division for their needs.

Problem:

The Heritage brand had become visually outdated and too generalised. With all finance arms sharing a single identity, it created confusion for clients navigating between commercial, residential, and private lending. Their website lacked clear messaging, strong visuals, and performance tracking—limiting both conversion and audience insight. Without distinct branding or analytics, it was difficult to create effective marketing campaigns or streamline customer journeys.

Solution:

Rebranded the entire company with a modernised look to reflect professionalism and clarity.
Introduced four distinct colour-coded sub-brands (Residential, Commercial, Private, Asset Finance) to improve audience segmentation and recognition.
Developed a new website with updated layout, refined copywriting, and sector-specific content to improve user navigation and engagement.
Implemented full tracking infrastructure, including GA4, tag management, and source attribution, to enable better audience understanding and campaign readiness.
Designed visual assets including new logos, branded templates for each division, digital signatures, email footers, and apparel like staff shirts.
Positioned the brand for marketing growth, laying the groundwork for effective paid ads and clearer digital communication.

REBRAND

Heritage Finance’s rebrand was more than a facelift—it was a strategic shift in identity. We created a bold new ‘H’ brandmark symbolising strength, stability, and leadership, while subtly nodding to the company’s legacy through a curved division inspired by their previous floral logo. This curve also echoes the borders of Queensland and Victoria, grounding the brand in its geographic roots. Paired with a refined colour system and tailored collateral across digital and print, the new brand now balances modernity with heritage—positioning Heritage Finance as a confident, future-ready player in the finance space.

WEBSITE DEVELOPMENT

We’re rebuilding Heritage Finance’s website from the ground up to better reflect its modern brand and diverse service offering. The new site is structured around clear user journeys, with dedicated pages for each service—equipment finance, property finance, M&A advisory, and debt advisory—making it easier for clients to find what they need. Updated copy, refreshed visuals, and mobile responsiveness ensure the brand feels sharp, current, and credible.

TRACKING TOOLS

To support smarter decision-making and marketing performance, we integrated advanced tracking tools across the new Heritage Finance website. This included Google Analytics 4, Meta Pixel, and LinkedIn Insight Tag—providing visibility into where traffic is coming from, how users are behaving on-site, and which sources are driving the most qualified leads. With this data infrastructure in place, Heritage can now segment audiences, retarget interested visitors with ads, and optimise campaigns in real time. The result is a clearer view of ROI and a stronger foundation for future digital growth.

VISUAL ASSET CREATION

To ensure Heritage Finance’s new brand identity was seen, remembered, and trusted, we rolled out a comprehensive suite of visual assets across every customer touchpoint. This included branded signage on Heritage-funded construction sites, billboards to drive awareness, and everyday essentials like credit cards, envelopes, pens, and lanyards—all unified under the refreshed visual system. From the job site to the inbox, every item now reinforces the Heritage brand with clarity and confidence, helping position them as a premium, professional partner across all sectors they serve.

To drive qualified leads across Heritage Finance’s key sectors—including transport, construction, forestry, earthmoving, mining, civil, automotive, aviation, and printing—we launched targeted LinkedIn ad campaigns. Using advanced industry-specific filters and job title targeting, we ensured every ad reached the right person in the right business. With proven ad frameworks focused on attention-grabbing hooks, strong social proof, and clear value, we’re capturing high-intent enquiries and building a predictable pipeline of commercial finance leads. Every click brings Heritage closer to the businesses that matter most.