Web Design
Financial adviser website design for practices that want a site clients trust and licensees approve, with profiles, fees, FSG and booking built in.
Part of Marketing for Financial PlannersAdviser websites
Rock Solid Marketing designs and builds websites for financial planners and advice practices across Australia, from our office in Mildura. Before a first meeting, most prospects check three things online: who the adviser is, how you charge and whether you seem like people they could trust with their money. A dated site, or a licensee template that says nothing personal, fails that test.
So we build a site around your advisers and your process. Profiles match the Financial Advisers Register, fees are explained plainly and the Financial Services Guide is a click away. First meetings can be booked online, with a secure way to send documents. Articles carry the general advice warning, and your licensee reviews the build before launch. Every site is built to WCAG 2.2 AA.
Website packages start from $5,000 + GST (Essentials), and we begin with a free 30-minute discovery call.
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
A design built around your advisers, your niche and your local area, with the licensee's required details and disclaimers still in place.
A plain page on how fees work, what the first meeting covers and what happens next, with the FSG available to download.
A link to your secure client portal or an upload tool your licensee approves, so personal documents don't sit in inboxes.
What we build
Financial planner websites that explain, reassure and book first meetings, with every disclosure where a licensee expects to find it.
Each adviser gets a profile, photo and short bio, and every name and authorisation is checked against the register and your licensee's records.
Pages that set out how you charge, what the first meeting covers and the steps from enquiry to advice, written plainly and reviewed by your licensee.
Your Financial Services Guide, licence details, privacy policy and complaints information placed where your licensee expects them, with warnings on every article.
Online booking for first meetings and a link to your secure client portal or an approved upload tool, so documents never travel by email.
Built to WCAG 2.2 AA, so older clients and anyone using assistive technology can read every page, with SSL and 12 months of hosting included.
Titles, descriptions and a structure set up for search from launch. For ongoing rankings, our SEO for financial planners carries on from there.
Who it’s for
Your specialists
Rachel EhratCreator Of All Things Amazing!Tasmania
Saimul IslamDeveloper & AI expertBendigo VICHow it works
Four stages, with your feedback built in before anything goes live.
A free 30-minute call to scope your pages, features and budget against our website packages.
We design the site around your brand and content, with rounds of feedback along the way. Essentials includes three rounds.
We build on a content management system you can update yourself, set up the search basics and test the site on phones and desktops.
Keep the site secure and up to date with Australian hosting from $400 + GST a year and a care plan from $275 + GST a month (minimum 6 months).
How it starts
We start with a discovery call about your advisers, your niche, your fee model and your licensee's website requirements. If your licensee has a style guide or an approval checklist, we work from it from day one.
Then we design the home page and an adviser profile for your feedback before building the rest. The finished site goes to your licensee for review before launch.
You approve every page, and nothing goes live without your licensee's sign-off.
Built once, built to be approved.
Package inclusions
Estimate: most advice practice sites fit Standard ($6,500 + GST). A booking tool and secure upload link take a few extra hours at $175 + GST, putting most builds at about $6,500 to $7,500 + GST. A fixed quote follows the discovery call. You supply the content; copywriting is extra.
Website packages
All packages include responsive design, SSL, contact forms, hosting for the first year and support after launch. Pages, features and support time set them apart.
Essentials
From
$5,000+ GST
Up to 5 pages for a complete website design. Theme designed based on your industry. 3 rounds of feedback revisions.
Enquire NowStandard
From
$6,500+ GST
Design a comprehensive website, themed to suit your industry with all the necessary plug-ins to ensure security and SEO.
Enquire NowAdvanced
From
$12,000+ GST
Design a bespoke industry specific website, with all necessary plug-ins to ensure security and SEO.
Enquire NowWork in this industry
Wilcannia NSWRock Solid Marketing designed the logo and website for Warrawong on the Darling, an outback caravan park and cabin stay on the Darling River near Wilcannia NSW, and has run its SEO and social media since 2021.
Murray Darling regionRock Solid Marketing built the first website for Capogreco Winery Estate, a family-owned boutique winery in the Murray Darling region established in 1976, with online wine sales and an SEO foundation for regional discovery.
The estate’s first website, built around its heritage
Broken Hill NSWRock Solid Marketing designed and built a new website for Tristate Tours, a small-group Outback tour company in Broken Hill NSW. Its 36 travel posts and WeTravel bookings came across, and every old page address still works.
Far West NSWRock Solid Marketing built the website and runs SEO and social media for Out of the Ordinary Outback, a Broken Hill accommodation group with motels across far west NSW. By June 2020 its organic traffic was nearly 6 times January’s.
30% More keyword visibility, January to August 2020
Resources
Unless you’re a web design professional, your website probably isn’t 100% technically “perfect”. That’s totally normal, because let’s be honest: you’ve probably got a million other things to focus on. So we’re going to make it easy for you by sharing a few mistakes that many (if not most) people are making with their websites.
As a Mildura digital marketing agency, web design services are a major component of our business. From website redesigns to content management to optimisation, we’ve had clients come to us with all sorts of websites to work on. We’ve definitely seen and designed enough sites to have a fair idea of what works and what
Have a security threat model or cyber security risk assessment Your web developer or project manager should assess the security needs of your website. If your website is complex or you are wanting an application or software, then your developer will need to do a security threat model. Which is a task that looks at
FAQ
Can’t find what you’re after? Call us on 1800 842 022 or browse every answer on our FAQ page.
All FAQsMost advice practices choose our Standard package at $6,500 + GST for 10 to 25 pages. Essentials is $5,000 + GST, or 6 monthly payments of $833 + GST. As an estimate, adding a booking tool and a secure upload link brings most practice sites to about $6,500 to $7,500 + GST. Your licensee's review is built into the timeline.
Start with your licensee's rules, then build around trust. Gather adviser details that match the register and explain your fees and process plainly. Then add the FSG and disclosures, connect booking and secure document tools, and write content as general information. Get your licensee's approval before launch, then keep the site current when advisers or fees change.
Make the next step obvious and safe. Each page should answer one question a prospect has, show the adviser they'll meet and offer a simple way to book a first meeting. Clear fees, a real photo and a short explanation of the first meeting do more than stock images of handshakes. Financial adviser websites that convert feel personal, not corporate.
Usually, yes, with your licensee's approval. Many licensees let authorised representatives run their own website if it shows the required details, links to the FSG and follows their marketing rules. Many also review the site before it goes live. We build to your licensee's checklist and send the site for approval before launch.
Yes. We work with practices across Australia from our Mildura office, using phone and video calls and a shared design file for feedback. Financial adviser website design Australia wide follows the same steps: discovery, design, build, licensee review and launch. Your towns and service area go into the content.
A financial planner website needs adviser profiles, a fees page, your FSG and licence details, and a simple way to book a first meeting. Add pages for the advice areas you cover, a privacy policy and complaints information, and articles with the general advice warning. Keep the design clean and easy to read on a phone.
Yes. Financial planner website design doesn't always mean starting from scratch: if your current site has good content and rankings, we redesign it, keep what works and set up redirects so existing links keep working. If it's on a licensee template you can't move, we'll say so and suggest what's possible within it.
Every package includes support after launch: 2 weeks on Essentials and 4 on Standard. Ongoing care plans start at $275 + GST a month with a 6-month minimum. They cover updates, backups and security checks, which matters when adviser details or fees change. You own the domain, content and design files once the project is paid.
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.
