Strategy and AuditsAudit
Brand and Website Review
See how your brand and website are working together, where they are quietly costing you leads, and what to fix first.
The offer
Available on request
One-time
For Financial Services
Clarity that earns the second meeting.
Financial buyers need to feel respected before they feel sold to. A brand that reads senior, a website that explains the work without jargon, and materials that hold up at the meeting table earn the return call.
Common problems
What we fix.
- Website that feels generic or compliance-flat
- Unclear service explanation that loses serious prospects
- Weak sales materials at the meeting table
- No clear booking path for consultations
What buyers care about
Before they trust you.
- Does this firm understand my situation
- Is the process explained without jargon
- Is the team easy to reach and easy to refer
Suggested journey
A clear path, top to bottom.
Start where the problem actually lives. Skip steps that already work.
- Step 01Start with Brand and Website Review or Brand Audit.
- Step 02Refresh identity with Brand Foundation Core or Complete.
- Step 03Move to Website Growth Build with clear service explanations.
- Step 04Add Pitch Deck Refinement and One-Page Sales Sheet for client conversations.
Recommended services
Outcomes most Financial Services clients buy.
View details →
Brand SystemsProject
Brand Foundation Core
Show up consistently across every touchpoint, so customers stop questioning whether you are the real deal.
The offer
Proposal-based
Project
Brand SystemsProject
Brand Foundation Complete
Feel like a serious business, not a side project, and give the team a brand system it can actually use every day.
The offer
Proposal-based
Project
Website SystemsProject
Website Growth Build
Turn your website into a real sales tool that explains the offer, builds trust, and guides visitors straight to booking or buying.
The offer
Proposal-based
Project
Print and Sales MaterialsFixed-Scope Service
Pitch Deck Refinement
Walk into the room with a deck that looks investable, so the numbers are what people actually focus on.
The offer
Available on request
One-time
Print and Sales MaterialsFixed-Scope Service
One-Page Sales Sheet
Give prospects one clean page that explains the offer, so decisions get made faster and follow-ups get easier.
The offer
Available on request
One-time
Pricing and packages
Pick the tier that fits the moment.
Tier 01
Brand Foundation Core
Proposal-based
Per project
Best for: Businesses that need a stronger identity, clearer first impression, and practical brand assets.
Outcome: Show up consistently across every touchpoint, so customers stop questioning whether you are the real deal.
- Discovery and direction call
- Positioning notes
- Logo suite or logo system
- Colour palette
- Typography system
Not included: Full website, Long-form copywriting.
View Brand Foundation CoreTier 02
Brand Foundation Complete
Proposal-based
Per project
Best for: Established businesses, launches, rebrands, and teams preparing for a stronger public presence.
Outcome: Feel like a serious business, not a side project, and give the team a brand system it can actually use every day.
- Discovery session
- Positioning and audience notes
- Logo suite or identity system
- Colour and typography system
- Messaging framework
Not included: Full website build, Ongoing marketing management.
View Brand Foundation CompleteTier 03
Website Growth Build
Proposal-based
Per project
Best for: Businesses with real offers, multiple services, portfolio proof, and a need for stronger conversion flow.
Outcome: Turn your website into a real sales tool that explains the offer, builds trust, and guides visitors straight to booking or buying.
- Website strategy and structure
- Homepage design
- Core service pages
- About and contact flow
- Booking or inquiry pathway
Not included: Complex custom app functionality, Large content library.
View Website Growth BuildNo mystery process
What happens when you click.
Every button on the Kostaja site has a known next step. Here is what each one does.
Start a Project
Opens Calendly. You receive a confirmation. Send a short context note before the call so the session opens on the real question.
Purchase a fixed-scope service
Stripe payment. You receive a short intake form. Kostaja confirms scope and begins per the listed timeline.
Purchase an audit
You submit website, brand files, and context. Kostaja sends a written summary and priority recommendations within the listed timeline.
Subscribe monthly
Kostaja confirms scope and cadence. Monthly priorities and deliverables are agreed before each cycle.
Request a quote on a project
A short conversation, then a written scope with timeline, deliverables, and payment structure. A deposit may reserve a start date.
Shop a digital resource
Purchase happens on the Kostaja Shopify store. You receive instant access by email.
Resources from the Kostaja Shop
Short workbooks and checklists for Financial Services.
Resource
Website Copy Planner
Page-by-page copy planner that helps founders and teams write the words the website is actually missing.
CA$22Open on Shopify ↗
Resource
Service Menu Builder
A simple framework for organizing services, tiers, prices, and outcomes into a menu people can actually read.
CA$25Open on Shopify ↗
Selected Financial Services work
Honest portfolio. No invented case studies.
KOSTAJA · CLIENT
OWNED BRAND
Owned Brand·Real Estate
LotWise Home
How a real estate marketing subbrand went from side project to a system agents, brokers, and mortgage partners actually route business through.
KOSTAJA · CLIENT
CLIENT WORK
Client Work·Professional Services
Murray Mortgages
How an independent mortgage broker started attracting the referrals he already deserved by looking as trustworthy online as he sounds on the phone.
KOSTAJA · CLIENT
OWNED BRAND
Owned Brand·Financial Services
FundRoute
How a capital access concept was built to feel institutional enough for investors and clear enough for founders on the other side of the table.
Related needs
Or browse by the problem.
- NeedI need to look more credible
Close the gap between the quality of the work and how the outside world sees it, so higher-value customers stop hesitating and start choosing you.
- NeedWe are scaling up
Give the business a brand, website, and marketing rhythm that can hold up under more services, more channels, and more revenue.
More for Financial Services
Keep moving with a useful next step.
Learn more before you decide
Useful reading for Financial Services owners.
- NoteHow customers judge a local business before they callRead note
- NoteWhy service pages matter more than most homepagesRead note
Contact
Sending this inquiry brings the message to studio leadership. You will receive a real reply in plain English with a recommended next step, not a sales script.
Strategy Call
Booking opens Calendly. You receive a confirmation. Send a short context note before the call so the session opens on the real question, not the warm-up.
Project Quote
Requesting a quote starts a short conversation. Kostaja confirms scope, timeline, deliverables, and payment structure in writing before any work begins. A deposit may reserve a start date and apply toward the approved project total.
Starting path
A practical starting path for this industry.
The right first move depends on which part of the business is loudest. Read the four and pick the one that matches your situation.
- Start with review or audit
If the issue is unclear and you are not sure where the loss is happening.
- Start with brand
If trust and consistency are the weak points across touchpoints.
- Start with website
If the offer is hard to explain or the site is not converting attention to conversations.
- Start with local visibility
If discovery is the issue and nearby customers are not finding you.