Annual Report Design

Moneybox

Moneybox is a wealth management platform that believes wealth is about more than money.

Believing it is the means to more – more freedom and possibility, more opportunities and more peace of mind, they’re on a mission to give everyone the means to get more out of life.

Annual Report Design

Moneybox

Moneybox is a wealth management platform that believes wealth is about more than money.

Believing it is the means to more – more freedom and possibility, more opportunities and more peace of mind, they’re on a mission to give everyone the means to get more out of life.

Moneybox – Accessible reporting for wealth management platform

The challenge

As a privately owned company, Moneybox required support with the redesign of its annual financial statements.

Although not bound by the same regulations as a listed business, they nevertheless wanted the report to be transformed into something more typically seen in a business of this type.
What JDJ delivered

Working with the marketing and brand teams, we created a report which is clean, professional, and on-brand. With large visuals, generous use of white space and short paragraphs, the report feels like a magazine, making it approachable rather than corporate.

This accessibility is continued through the use of clear, minimalistic charts and callouts for key metrics.

With strong alignment to the Moneybox brand, we’ve included familiar features such as the signature brand colours of teal, mint, navy and white; rounded shapes; soft edges; and mobile-screen mockups, tying the report to other collateral, including the brand website and app.

The result is a clean, modern report that uses bold data visuals, friendly typography and spacious layouts to make Moneybox’s complex financial story feel simple, human and accessible.

Deliverables

  • Report design

Get in touch

We’re always keen to hear from like-minded people with passion and purpose,
so let’s see if together we can bring your vision to life.

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