The Smith Family

Helping The Smith Family to better support its clients’ financial wellbeing.

The Smith Family has been operating in the financial wellbeing space for over ten years, during which time there have been significant changes in the internal and external environment.

SVA Consulting was engaged to develop a financial capability strategy to define a long-term vision and destination for the organisation’s work in this space, as well as short-term initiatives to achieve that vision. SVA provided an analysis of the needs of young people and families, the gaps and opportunities within the external market, as well as the organisation’s capabilities to respond to this

These recommendations have been adopted by The Smith Family, including a dedicated design lab role to pilot innovative engagement models for young people.