website development for financial planners
Build credibility, improve local SEO, and attract high-value clients — fast.
In 2025 your first meeting often starts with a Google search. A modern, trusted website turns that first click into a booked meeting. Congero builds compliant, mobile-optimised websites for advisers that look professional and generate enquiries — with unlimited updates and local SEO included.
Why Financial Planners Benefit from a Professional Website
Financial advice is built on trust. A well-designed website communicates credibility before you ever pick up the phone. Beyond aesthetics, the right site converts visitors into discovery calls, supports compliance, and improves visibility where clients search — Google, Bing and maps.
Three core ways a website grows your practice
- Builds credibility: Professional design, client case studies, adviser bios, and clear credentials reassure prospects.
- Improves discoverability: Local & technical SEO means clients searching “financial planner Melbourne” find you first.
- Generates qualified leads: Purpose-built landing pages, booking links and downloadable guides turn visitors into meetings.
Below we break down each area with practical examples for planners and advisers so you can see exactly how a modern site helps you win more clients.
1. Build Credibility — First Impressions That Convert
Professional Adviser Profiles
Showcase your licences, qualifications (e.g. CFP, FASEA), and experience with client-friendly bios. Add professional photos and short video intros to increase trust.
Compliance & Document Access
Securely publish required disclosures, fees, privacy policy and a simple “How we work” page. Clients appreciate transparency — and regulators expect it.
Client Testimonials & Case Studies
Add anonymised case studies showing outcomes (e.g. retirement plan improved savings by X%). Testimonials with photos are proven trust builders.
Security & Professional Standards
HTTPS, fast hosting, routine backups and secure contact forms show clients you take data protection seriously.
2. Improve SEO & Get Found by High-Value Clients
Most prospective clients start with Google: “financial planner near me”, “retirement planner Sydney”, or “fee-only adviser Melbourne CBD”. Optimising your site for these searches puts you in front of ready-to-act prospects.
Local SEO & Google Business Profile
We optimise local landing pages, correct NAP (name, address, phone), and connect your Google Business Profile so you appear in maps and the local pack.
Technical SEO & Schema
Clean code, fast loading, mobile-first design and structured data (FAQ, LocalBusiness) help Google understand and rank your pages.
Content That Converts
Publish service pages (Retirement Planning, SMSF advice, Investment Strategy) and downloadable guides (e.g. “5 Steps to Retirement Readiness”) to capture emails and position yourself as an expert.
Analytics & Conversion Tracking
Built-in analytics show which pages generate enquiries so you can prioritise content and advertising spend.
3. Attract & Convert High-Value Clients
A financial planner's website needs to do more than look good — it must create a clear path from discovery to booked appointment.
Book a Consultation
Integrated booking links (Calendly/Booker) or clear CTA buttons for phone/email make conversion frictionless.
Lead Magnets
Offer downloadable guides or retirement checklists in exchange for an email to nurture prospects.
Clear Contact Paths
Prominent phone number, secure contact form and a short intake questionnaire filter high-quality leads.
Congero builds pages with focused CTAs, tailored messaging for target client segments (e.g. retirees, business owners, high net worth), and A/B testing recommendations so your site keeps improving.
Essential Website Features for Financial Planners
- Adviser bios & verifiable credentials
- Downloadable FSG and fee schedules
- Secure contact forms and consent checkboxes
- Booking integration and pre-qualification forms
- Service pages for specialist offerings (SMSF, estate planning)
- Local landing pages for each suburb or city
- FAQ with schema markup
- Client portal links and resource hub
- Analytics & monthly reports on enquiries
- Ongoing updates via simple text message — fast and free
Real-World Examples (How a Site Helps)
Example: Local SEO Win
A planner in Brisbane created a “SMSF adviser Brisbane North” page. After optimisation and Google Business updates, phone calls from that suburb increased 45% in 3 months — with no extra ad spend.
Example: Faster Conversions
A practice added a downloadable “Retirement readiness checklist” behind an email capture form. The list delivered 120 qualified emails in 60 days; 12 became booked discovery meetings within a month.
Example: Compliance Made Simple
Publishing FSGs, fee schedules and privacy policies on the site reduced back-and-forth emails and shortened the intake process — saving staff time and improving professionalism.
How Congero Builds Websites for Financial Planners
- Live in 60 seconds — get a demo via WhatsApp and see your site template instantly.
- Unlimited text-in updates — change copy, update fees or swap photos by sending a message.
- Built-in local SEO — title tags, schema and local landing pages included.
- Domain, hosting & SSL — all included for predictable monthly pricing.
- Monthly analytics — see which pages drive enquiries and where to invest.
- No lock-in contracts — cancel anytime, keep your domain and content.
- All-inclusive pricing — simple fee that covers updates, hosting and maintenance.
- Adviser-focused templates — compliant layouts, FSG placement and client resources built-in.
For busy financial planners, Congero removes the technical burden so you can focus on clients. From getting found online to converting prospects, our sites are designed for real advisory businesses.
Frequently Asked Questions
How quickly can I get a site live?
Is content compliant for financial services?
Can I update fees and documents myself?
What does SEO include?
Ready to Grow Your Advisory Practice?
Get a professional, compliant website that builds trust, ranks locally and turns visitors into booked meetings. Fast setup, unlimited updates, predictable pricing.
All plans include domain, SSL, hosting, and monthly analytics. Cancel anytime — no lock-in contracts.
