Financial Advisor Canva Template Bundle | Business Kit for Financial Planners, Wealth & Investment Consultants
A complete, done-for-you Canva bundle to brand, onboard, and grow your financial advisory business — no design skills needed.
$79.00
Give your financial practice the professional image it deserves with this all-in-one Financial Advisor Canva Template Bundle.
Designed specifically for financial planners, wealth managers, and advisors, this bundle includes every client-facing document, proposal, and marketing template you need to look polished, organized, and credible.
All templates are fully editable in Canva — simply add your details, adjust colors, and you’re ready to impress clients and grow your business.
💼 What’s Included
(Editable in free Canva)
Client Welcome Packet
Financial Proposal & Service Guide
Investment Portfolio Overview
Editable Pricing Guide
Testimonial & Review Templates
Social Media Post Templates
Business Card & Letterhead Designs
Presentation Deck
Thank You & Email Templates
✨ All templates are fully customizable — change colors, text, fonts, and images.
⚙️ How It Works
Purchase this listing.
Download your PDF with Canva links.
Open the templates in Canva (free or Pro).
Customize text, colors, and images to fit your brand.
Export and start using your new branded materials instantly.
🌿 Features
Fully editable in free Canva
Modern, clean & professional design
No design skills required
Instant digital download — start immediately
Lifetime access to your templates