Investment and Wealth Planning Presentation

PowerPoint Template and Google Slides Theme

Visualize your financial strategy with this creative piggy bank diagram layout. Each quadrant highlights a different element of your investment plan—from savings and risk management to asset growth and long-term wealth goals. Perfect for financial advisors, business consultants, or educators. Fully editable in PowerPoint, Keynote, and Google Slides for easy customization
Features
  • 5 Unique slides
  • Fully editable and easy to edit in Microsoft Powerpoint, Keynote and Google Slides
  • 16:9 widescreen layout
  • Clean and professional designs
  • Export to JPG, PDF or send by email
decor

Do you have any questions?

Recommend

Defining Project ScopeDefining Project ScopeDefining Project ScopeDefining Project ScopeDefining Project ScopeDefining Project Scope

6 slides

Defining Project Scope

Visualize your project's key components with this sleek hexagonal layout, perfect for outlining milestones, deliverables, and priorities. This six-part diagram helps teams align goals and clarify scope early in the process. Ideal for PMs, strategists, and consultants. Fully editable in PowerPoint, Keynote, and Google Slides.

Aegean UX Strategy Plan PresentationAegean UX Strategy Plan PresentationAegean UX Strategy Plan PresentationAegean UX Strategy Plan PresentationAegean UX Strategy Plan PresentationAegean UX Strategy Plan PresentationAegean UX Strategy Plan PresentationAegean UX Strategy Plan PresentationAegean UX Strategy Plan PresentationAegean UX Strategy Plan PresentationAegean UX Strategy Plan PresentationAegean UX Strategy Plan PresentationAegean UX Strategy Plan PresentationAegean UX Strategy Plan PresentationAegean UX Strategy Plan PresentationAegean UX Strategy Plan PresentationAegean UX Strategy Plan PresentationAegean UX Strategy Plan PresentationAegean UX Strategy Plan PresentationAegean UX Strategy Plan PresentationAegean UX Strategy Plan PresentationAegean UX Strategy Plan PresentationAegean UX Strategy Plan Presentation

23 slides

Aegean UX Strategy Plan Presentation

The Aegean UX Strategy template is a vibrant and modern presentation tool designed for UX/UI designers, project managers, and creative teams. Its gradient pink and orange color scheme creates a visually appealing backdrop for discussing complex design strategies. This template includes slides for every step of the UX process, from defining user personas and journey maps to detailing wireframes, prototyping, and user testing. It also covers critical aspects like branding guidelines, accessibility, and usability, ensuring that your design considerations are comprehensive. Ideal for presenting design projects, strategies, or user experience audits, this template is fully compatible with PowerPoint, Keynote, and Google Slides, allowing for easy customization and seamless presentations across platforms. Use the Aegean UX Strategy template to convey your design vision clearly and compellingly, engaging your audience with a blend of style and substance.

Climate Change Response Strategy Deck PresentationClimate Change Response Strategy Deck PresentationClimate Change Response Strategy Deck PresentationClimate Change Response Strategy Deck PresentationClimate Change Response Strategy Deck Presentation

5 slides

Climate Change Response Strategy Deck Presentation

Communicate your climate action roadmap clearly with this Climate Change Response Strategy Deck Presentation. Featuring a directional arrow flow design, this layout helps visualize progressive steps in sustainability, adaptation, or policy initiatives. Ideal for ESG reporting, environmental briefings, or nonprofit strategy sessions. Works seamlessly with PowerPoint, Keynote, and Google Slides.

Business Plan Next Steps Business Plan Next Steps Business Plan Next Steps Business Plan Next Steps Business Plan Next Steps Business Plan Next Steps

6 slides

Business Plan Next Steps

Guide your team through the upcoming phases of your business plan with this sleek, arrow-style step diagram. Perfect for showcasing 3 sequential actions, each block includes space for icons, step numbers, and supporting text. Ideal for strategy rollouts, roadmap discussions, or project planning. Fully editable in PowerPoint, Keynote, and Google Slides.

AI and Innovation Technology PresentationAI and Innovation Technology PresentationAI and Innovation Technology PresentationAI and Innovation Technology PresentationAI and Innovation Technology PresentationAI and Innovation Technology PresentationAI and Innovation Technology PresentationAI and Innovation Technology PresentationAI and Innovation Technology PresentationAI and Innovation Technology PresentationAI and Innovation Technology PresentationAI and Innovation Technology Presentation

12 slides

AI and Innovation Technology Presentation

Visualize layered intelligence with this AI and Innovation Technology Presentation. Featuring a dynamic 3D stack layout with five labeled layers and downward data-flow arrows, this slide is ideal for presenting system architecture, AI pipelines, or innovation frameworks. Great for startups, IT teams, and R&D updates. Fully customizable in PowerPoint, Keynote, and Google Slides—includes light and dark mode options for modern appea

Global Warming Activism InfographicsGlobal Warming Activism InfographicsGlobal Warming Activism InfographicsGlobal Warming Activism InfographicsGlobal Warming Activism Infographics

5 slides

Global Warming Activism Infographics

Dive into environmental advocacy with the global warming activism infographics template, steeped in earthy tones of green and brown, reflecting our planet's natural palette. This vertical collection, abundant with nature and animal-themed elements, is a tool for activists, and NGOs driving change. It melds visuals with stark realities, using striking graphics, icons, and adaptable image placeholders to spotlight climate change's impacts and the urgent strides needed for ecological preservation. Compatible with Powerpoint, Keynote, and Google Slides. By simplifying complex information, it empowers community engagement and fosters a united front for global healing efforts.

Marketing Plan and Audience Targeting PresentationMarketing Plan and Audience Targeting PresentationMarketing Plan and Audience Targeting PresentationMarketing Plan and Audience Targeting PresentationMarketing Plan and Audience Targeting PresentationMarketing Plan and Audience Targeting PresentationMarketing Plan and Audience Targeting PresentationMarketing Plan and Audience Targeting Presentation

8 slides

Marketing Plan and Audience Targeting Presentation

Visualize your audience segmentation strategy with the Marketing Plan and Audience Targeting Presentation. This bullseye diagram template highlights three key focus areas, making it ideal for showcasing market research, targeting tactics, or funnel stages. Fully editable in Canva, PowerPoint, Keynote, and Google Slides to match your branding and goals.

Project Rollout Milestone Timeline PresentationProject Rollout Milestone Timeline PresentationProject Rollout Milestone Timeline PresentationProject Rollout Milestone Timeline PresentationProject Rollout Milestone Timeline PresentationProject Rollout Milestone Timeline Presentation

6 slides

Project Rollout Milestone Timeline Presentation

Visually map out your project phases with the Project Rollout Milestone Timeline Presentation. Featuring a modern cylinder path layout, this slide is perfect for showcasing five key milestones in sequential or strategic order. Ideal for project managers and teams, and fully editable in Canva, PowerPoint, Keynote, and Google Slides.

Metaphor Advertising Agency Proposal PresentationMetaphor Advertising Agency Proposal PresentationMetaphor Advertising Agency Proposal PresentationMetaphor Advertising Agency Proposal PresentationMetaphor Advertising Agency Proposal PresentationMetaphor Advertising Agency Proposal PresentationMetaphor Advertising Agency Proposal PresentationMetaphor Advertising Agency Proposal PresentationMetaphor Advertising Agency Proposal PresentationMetaphor Advertising Agency Proposal PresentationMetaphor Advertising Agency Proposal PresentationMetaphor Advertising Agency Proposal PresentationMetaphor Advertising Agency Proposal PresentationMetaphor Advertising Agency Proposal PresentationMetaphor Advertising Agency Proposal PresentationMetaphor Advertising Agency Proposal PresentationMetaphor Advertising Agency Proposal PresentationMetaphor Advertising Agency Proposal PresentationMetaphor Advertising Agency Proposal PresentationMetaphor Advertising Agency Proposal PresentationMetaphor Advertising Agency Proposal PresentationMetaphor Advertising Agency Proposal Presentation

22 slides

Metaphor Advertising Agency Proposal Presentation

The Advertising Agency Proposal Presentation Template offers a polished structure to present your agency's expertise. With slides covering mission, case studies, services, and market analysis, it’s designed to leave a lasting impression. Perfect for securing new clients, it’s fully editable and works seamlessly with PowerPoint, Keynote, and Google Slides.

Gap Analysis Process Infographic PresentationGap Analysis Process Infographic PresentationGap Analysis Process Infographic PresentationGap Analysis Process Infographic PresentationGap Analysis Process Infographic PresentationGap Analysis Process Infographic PresentationGap Analysis Process Infographic Presentation

7 slides

Gap Analysis Process Infographic Presentation

A Gap Analysis is a process that helps identify the differences or gaps between where an organization or individual is currently and where they want to be in the future. This Template is a fun way to provide visual data and make your presentation more engaging. This template is designed for strategic planning, you can make a compelling case to your project teams. This template includes helpful illustrations and allows you to add tips compatible with Powerpoint, keynote and google slides. Guide your audience through the results with ease and impress them with cultivating infographics.

Supply Chain Process InfographicsSupply Chain Process InfographicsSupply Chain Process InfographicsSupply Chain Process InfographicsSupply Chain Process Infographics

5 slides

Supply Chain Process Infographics

Unravel the complexities of logistics with supply chain process infographics. This vibrant template, splashed with energetic shades of orange, purple, and green, is designed to streamline the convolutions of supply chain management into an easily digestible format. Ideal for business analysts and logistics professionals, these vertical infographics offer a visually engaging narrative. The template features innovative graphics, intuitive icons, and versatile image placeholders, meticulously crafted to aid in visualizing the intricate processes within supply chain dynamics. These infographics are the tool you need to bring clarity to your audience.

Core to Outer Ring Concentric Planning PresentationCore to Outer Ring Concentric Planning PresentationCore to Outer Ring Concentric Planning PresentationCore to Outer Ring Concentric Planning PresentationCore to Outer Ring Concentric Planning Presentation

5 slides

Core to Outer Ring Concentric Planning Presentation

Present your strategy from the inside out with the Core to Outer Ring Concentric Planning Presentation. This layered, radial design guides viewers through a central concept outward into supporting elements—ideal for planning, process modeling, or decision frameworks. Fully customizable in PowerPoint, Keynote, and Google Slides.

Defining Company Purpose PresentationDefining Company Purpose PresentationDefining Company Purpose PresentationDefining Company Purpose Presentation

4 slides

Defining Company Purpose Presentation

This template provides a visually engaging platform to articulate your organization's core values and mission. It features vibrant, clear sections for detailed insights, helping to communicate the foundational elements that drive business decisions and culture. Each slide is designed to support a cohesive narrative about your company's objectives and strategic direction, ensuring a professional presentation of your corporate ethos. This template is perfect for workshops, stakeholder meetings, or internal team alignments and is fully compatible with PowerPoint, Keynote, and Google Slides.

Cassanra Presentation TemplateCassanra Presentation TemplateCassanra Presentation TemplateCassanra Presentation TemplateCassanra Presentation TemplateCassanra Presentation TemplateCassanra Presentation TemplateCassanra Presentation TemplateCassanra Presentation TemplateCassanra Presentation TemplateCassanra Presentation TemplateCassanra Presentation TemplateCassanra Presentation TemplateCassanra Presentation TemplateCassanra Presentation TemplateCassanra Presentation TemplateCassanra Presentation TemplateCassanra Presentation TemplateCassanra Presentation TemplateCassanra Presentation TemplateCassanra Presentation TemplateCassanra Presentation TemplateCassanra Presentation TemplateCassanra Presentation TemplateCassanra Presentation TemplateCassanra Presentation Template

26 slides

Cassanra Presentation Template

Cassanra is a bold, professional template with a retro look. Its ravishing, modern aesthetic will stand out and grab your attention, while detailed design elements keep it readable. Packed with features like charts, timelines, and easy to edit text blocks, Cassanra is perfect for businesses as well as personal use. A mixture of bold colors are used to help keep the look appealing and easy to read. This template comes with a large amount of features from charts, timelines and an easy to edit text this template is perfect for businesses seeking to make an impression on their audience.

Empathy to Ideation Process Framework PresentationEmpathy to Ideation Process Framework PresentationEmpathy to Ideation Process Framework PresentationEmpathy to Ideation Process Framework PresentationEmpathy to Ideation Process Framework Presentation

5 slides

Empathy to Ideation Process Framework Presentation

Visualize the journey from understanding user needs to generating innovative ideas with the Empathy to Ideation Process Framework Presentation. This slide features a side-profile silhouette and five clear, horizontal stages, each representing a key step in design thinking. Ideal for innovation workshops, UX strategy sessions, or educational use. Fully editable in Canva, PowerPoint, Google Slides, and Keynote.

Team Performance and Progress Tracker PresentationTeam Performance and Progress Tracker PresentationTeam Performance and Progress Tracker PresentationTeam Performance and Progress Tracker Presentation

4 slides

Team Performance and Progress Tracker Presentation

Track momentum, highlight achievements, and visualize team success with this clean performance tracker layout. Featuring gauge meters and progress bars, this slide makes it easy to present productivity metrics, goal progress, or task completion at a glance. Fully editable and compatible with PowerPoint, Keynote, and Google Slides.

Business Success Case StudyBusiness Success Case StudyBusiness Success Case StudyBusiness Success Case StudyBusiness Success Case StudyBusiness Success Case Study

6 slides

Business Success Case Study

Showcase your brand's impact with this clean, image-forward case study slide. Designed for storytelling, it outlines the Problem, Solution, and Approach alongside a product image—perfect for client wins, pitch decks, and brand storytelling. Fully customizable in PowerPoint, Keynote, and Google Slides.