The client
Proven Wealth Advisory is a Malaysian wealth advisory firm that structures family trusts, plans business succession and protects estate assets for high-net-worth families, business owners and professionals.
The problem
Each engagement is high-value and starts with a consultation with an adviser.
What we did
Problem-aware video.
Ads built around the problems families actually run into — probate delays, frozen assets and inheritance disputes — which outperformed generic growth messages.
Authority video.
Interviews with the firm's senior partners and client reviews, so the first contact already carries the firm's credibility.
Affluent audience stacks.
Meta audiences built on high-value business and professional demographics, with a separate angle for each advisory line.
A dedicated funnel page.
Lightweight static code for fast mobile loading, the firm's credentials and worked examples of trust structures, in place of a generic site.
A qualifying quiz.
Multi-step questions on net worth and goals are mandatory, and enquiries below the firm's minimum are filtered out before they reach an adviser — friction used as a filter.
Instant booking.
Qualified enquiries go straight into the advisers' CRM system and a self-serve calendar, with automated WhatsApp reminders and a short brief sent ahead of each consultation.
What we delivered
funnel stages
Problem-aware video, a dedicated landing page, a multi-step qualifying quiz and self-serve booking.
advisory lines
Family trust planning, business succession and estate asset protection, each with its own audience.
landing page built
Lightweight static code for fast mobile loading, with enquiries sent straight to the advisers' CRM.
Deliverable counts, supplied by shakalakaa. Not performance metrics.
