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How to set up your Branding

Set up your Branding page with your logo and colour scheme, and check out your branded Wealth Desk site

Dale Stephens avatar
Written by Dale Stephens
Updated over 4 years ago

This is one of the most important steps to marketing your site—putting your clients in front of your brand on a daily basis. So we have to get it right. Luckily it's easy.

Add your logo and details

Click on the Change logo button to upload your logo—just drag and drop from your computer, or just about anywhere you have it stored online.

Choose your colours

We have set up some pre-made colour themes that may be a good match for your brand. If you see one that fits—great, just click on it and you’re done. 

You’ll see it previewed in the Preview your site colours section above the swatches.

If you see a theme that’s close but not quite right, click on it and then the Tweak colours button. Click on each colour and move the black dot around to find your colour.  You can also enter an exact colour if you have it.

If you’re not familiar with choosing colours, it can seem challenging. Just choose something that matches your logo colours. If you need a hand with it, or anything about setting up your brand we’re happy to help. Just message us in Help and we’ll talk you through it.

Note: You’ll see a green and red on the right separated from the other colours. These are your ‘Yes’ and ‘No’ colours for buttons. We’d recommend keeping these in a green or red because people can easily recognise what they mean.

Check and save your brand

At the top of the page you’ll see the URL for your new site—as your clients will see it. 

Click on the link and there’s your new Wealth Desk website! Check out that it matches your brand, you can head back to Branding to change anything you like. 

When you’re happy, click the Save changes button and you’ve branded your site.

Why Wealth Desk and not CashDeck?

CashDeck is the name you may recognise, and is the umbrella company containing the Wealth Desk and Credit Ready products. 

In communications branded with your company name, we avoid using the name CashDeck in client-facing communications. That way your sponsored clients will see Wealth Desk rather than CashDeck, so when they search for the website they’ll come to yours, not ours.


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