Financial planning has a trust problem it did not entirely create, and a compliance regime that limits how you can respond to it. You cannot make performance promises, advice must be appropriately qualified, and disclosure obligations apply. Within those constraints, the planners who do well online are the ones who explain their process transparently.
What financial planning websites actually need
Transparency about fees and process is the main lever available.
- Fee structure explained plainly — the question every prospective client has
- Your advice process, step by step, so people know what engagement involves
- Areas of specialisation, since generalist positioning converts poorly
- Adviser profiles with qualifications, authorisations and AFSL details
- Educational content that informs without straying into personal advice
Publishing fees is the biggest differentiator available
Most financial planning websites will not state what anything costs, which leaves prospective clients assuming the worst and comparing blind. Publishing a fee structure — even as ranges tied to service levels — is unusual enough in this sector to be a genuine competitive advantage, and it filters enquiries to people whose expectations already match.
Common mistakes we see
These come up repeatedly when we audit sites in this sector. Most are inexpensive to fix and cost real enquiries while they remain.
- Fees withheld entirely, leaving prospects to assume the worst and compare blind
- Generalist positioning when specialisation converts considerably better
- No explanation of the advice process, so engagement feels like an unknown commitment
- Adviser authorisations and AFSL details hard to find, which sophisticated clients check
How we work
Fixed price agreed before anything starts. Conversion tracking configured before launch so you can see which pages produce enquiries. You own the domain, hosting and site outright, with no lock-in on anything ongoing.
Frequently asked questions
How much does a financial planner website cost?
Fixed price agreed upfront, scaled to practice size and content requirements.
Should I publish my fees?
It is uncommon in the sector, which is exactly why it works. It builds trust immediately and saves time on enquiries that were never going to proceed.
What compliance applies to financial planning websites?
AFSL obligations govern how advice and services are described, including required disclosures and the distinction between general and personal advice. We build with those boundaries in mind.
Should I specialise?
Generally yes. Specialist positioning — a profession, a life stage, a particular need — converts considerably better than general financial advice, and it is easier to rank for.
Related services
Get in touch
Tell us about your financial planning business and what the website needs to produce. We will come back within one business day.