SEO

SEO for financial advisers and planners

SEO for financial advisers and planners: niche and local pages, adviser profiles Google can trust and compliant articles that bring first meetings.

Part of Marketing for Financial Planners

SEO for advice practices

SEO for financial advisers who want the right first meetings

Rock Solid Marketing runs SEO for financial advisers and planning practices across Australia, from our Mildura office. People searching for advice rarely type a firm's name. They search for help with a situation: retiring in the next few years, selling a farm, a redundancy payout or a parent moving into aged care. Those are the searches worth ranking for.

So we build pages around the situations you help with and the towns you serve. Adviser profiles that match the Financial Advisers Register back them up, along with articles written as general information with the warnings in place. Google's quality guidelines hold money topics to a higher standard, and those trust signals are how you meet it.

Plans begin at $1,000 + GST a month and are reviewed monthly, with no lock-in. This page sits under our wider marketing for financial planners.

Laptop showing a marketing analytics dashboard with charts
Situation-led pagesRetirement, farms, redundancy

9+

Years serving Sunraysia and the Mallee

10+

Years’ minimum experience for every specialist

10

Marketing specialists on your team

6

Core digital channels, one joined-up strategy

Common problems

What gets in the way, and how we fix it

  1. We rank for our firm name and nothing else.

    What we do

    Pages for the situations you advise on and the towns you serve, so people find you while they're still working out what kind of help they need.

  2. Our articles read like product brochures, so they don't rank or convert.

    What we do

    General-information articles that answer real questions plainly, with the general advice warning, then invite the reader to book a first meeting.

  3. Google can't tell who's behind the advice.

    What we do

    Adviser profiles with names, qualifications and authorisations that match the Financial Advisers Register, linked from every article each adviser reviews.

How we run adviser SEO

SEO for financial planners, built on trust signals

Local SEO for financial planners that matches how people search for advice: a life situation, a town and an adviser they can check.

Situation and niche pages

Pages for retirement planning, redundancy, farm succession, aged care decisions and the niches you serve, written plainly and approved by your licensee.

Local SEO for each town

Local SEO for financial advisers: a Google Business Profile with the right category and service area, consistent directory details and a page for each town you serve.

Adviser profiles as trust signals

Profiles with names, qualifications and authorisations that match the Financial Advisers Register, linked from the articles each adviser reviews and approves.

Articles that answer real questions

General-information articles on the topics people search for, each with the general advice warning and a clear invitation to book a first meeting.

Technical health

Speed, mobile layout, indexing and structured data checked with a Semrush site audit and fixed by our developer, so pages can rank once the content is right.

Monthly Semrush report

A monthly Semrush report and review call show rankings, traffic, enquiries from search and the pages we plan to build or improve next month.

Who it’s for

Is it the right fit?

Who it’s for

  • Advice practices in regional towns
  • Planners with a niche such as pre-retirees, farmers or medical professionals
  • Practices with a website that doesn't rank
  • Advisers who've moved licensee and changed sites

Not a fit

  • Advisers wanting promised rankings or client numbers
  • Practices whose licensee doesn't allow their own website content
  • Anyone who needs enquiries this week: paid ads are faster

Your specialists

The people behind your SEO

Meet the whole team
Lindsay BuckleyLindsay BuckleyDigital MastermindSydney NSW
Saimul IslamSaimul IslamDeveloper & AI expertBendigo VIC

How it works

How we run your SEO

SEO is an ongoing process, so the work runs month by month, with a report and a call every time.

  1. Discovery call

    A free 30-minute call about your website, your market and the searches your customers make.

  2. Research and set-up

    Keyword research, analytics set-up and a technical check of your site, from load speed to robots.txt and sitemaps.

  3. On-page and off-page work

    Title tags, meta tags, content editing, internal links and offsite link building, all focused on ranking regionally.

  4. Monthly report and review

    A custom report and a personalised review call every month on your rankings, your traffic and what comes next.

How it starts

An SEO strategy for financial planners starts with an audit

First comes an audit of your site and Google profile: technical health, the searches you already appear for, how your adviser profiles read and how nearby practices compare. We also check what your licensee allows on your site.

Then we map the situations you advise on and the towns you serve to the searches people make, and agree the first pages to build or improve.

Plans are reviewed monthly, and you can stop at any time.

  • Technical health and indexing
  • Searches you already appear for
  • Adviser profiles and authorship
  • What your licensee allows
  • First pages to build or improve

Rank for the situations, not just the name.

Site audit dashboard showing a health score

Plan activities

What every SEO plan for advice practices covers

No lock-in contractsMonthly Semrush reportLicensee approval
  • Keyword research
  • Analytics set-up
  • Monthly strategy discussion
  • Titles and meta tags
  • Technical SEO (robots.txt, sitemap)
  • Internal links
  • Content editing
  • On-site optimisation
  • Off-site link building
  • Monthly report and review call

Extras if needed: a Google Business Profile set-up ($500 + GST) and Google Analytics, Search Console and Tag Manager set-up ($800 + GST). Your licensee approves every page and article before it's published.

Work in this industry

SEO work by our team

View all portfolio

Resources

Learn more about SEO

All articles
SEO

SEO Content Writing: Best Practices

The equation for successful SEO content writing is a simple one. Provide your website visitor with concise, informative and useful content + present it in a way that is easy to use = more traffic and more sales! $$$ Effective content writing isn’t just for your online visitors though, you’re writing with another audience in

FAQ

SEO questions from advice practices

Can’t find what you’re after? Call us on 1800 842 022 or browse every answer on our FAQ page.

All FAQs

Our SEO plans for advice practices begin at $1,000 + GST a month, reviewed monthly with no lock-in. Each month includes keyword work, technical fixes, on-page and profile updates, link building and a Semrush report. Covering several towns or niches takes more content, which costs more. A Google Business Profile set-up alone is $500 + GST, and if that will do, we'll say so before we quote.

Yes, especially for practices with a clear niche or region. People research advice topics for weeks before booking, and pages that answer their questions with a named, registered adviser behind them earn trust and rankings over time. It's slower than ads and comes with no promised client numbers, but it keeps bringing enquiries without paying per click.

It's the work that puts your practice in Google's local results when someone searches for a financial planner near them. It covers your Google Business Profile, reviews where your licensee allows them, consistent details across directories and pages for each town you serve. Regional practices can benefit a lot, because there are fewer competitors.

Expect months, not weeks. Profile fixes can show up in local results sooner, while situation pages and articles build rankings over time, especially in competitive city markets. Regional towns often move faster. We report rankings, traffic and enquiries every month so you can see the trend, and we don't promise a position on Google.

It depends on your licensee. Reviews must be genuine and unpaid, and some licensees restrict how advisers ask for or display them because of the rules on testimonials. Where reviews are allowed, we set up a simple request process after a client's first review meeting and reply to each review in a compliant way.

Lead with situations and places, back them with trust signals and keep the site technically sound. That means pages for the life events you advise on, a page for each town you serve, adviser profiles matching the register and articles that answer real questions. An SEO strategy for financial planners also needs your licensee's approval built into the workflow.

Our writers draft each article from your input and the questions clients ask, as general information. An adviser at your practice reviews it for accuracy, and your licensee approves it before it's published. Each article names the adviser who reviewed it and carries the general advice warning, which helps readers and search engines trust it.

You keep everything we create. The website, articles, Google profile and Search Console property remain yours, with us added as a manager. There's no lock-in, so you can stop any month. Rankings depend on ongoing work and on competitors, so they can drift without upkeep, and we'll be honest about that.

Let’s Talk Marketing – Book Here

Let’s start by scheduling a free discovery call so we can get to know each other and see if we’re a good fit for your marketing needs.