AXA Group, one of the world’s largest financial services organisations, operates two major financial planning networks – AXA Financial Planning and Charter Financial Planning – comprising more than 840 accredited advisers. I was engaged to design a comprehensive suite of documentation these advisers could use to market and manage their business implementing their brand.

To meet the diverse branding needs across the Financial network, I developed four complete design sets, each containing 18 fully formatted documents. These included two brand-specific sets (AXA and Charter) and two generic “Your Brand” sets, enabling advisers to create personalised, professional marketing materials.

Advisers accessed the system through an online portal, where they selected a design set, entered their business details into editable fields, uploaded their logo, and — when using the generic sets — applied their brand colours. The platform then generated print-ready materials tailored to their business.

For brand consistency, the AXA and Charter sets featured fixed corporate colour palettes, with advisers able to customise only their logo and content. The generic sets allowed greater flexibility, letting advisers build a suite aligned with their own branding. I also produced a step-by-step online guide to support seamless navigation and document generation..