WB Financial

WB Financial Australia are Queensland-based superannuation and business planning experts, whose website launched with us in 2020.

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Project goals

In 2020, WB Financial partnered with us and their licensee, Infocus, to create a modern, engaging website that reflects their brand and connects with their target audience. The goal was to deliver a functional and visually appealing platform that supports client engagement and showcases WB Financial’s expertise.

Our approach

We worked closely with Despina Cook to design a website that aligns with WB Financial’s values, combining bright visuals with practical features to create a seamless experience for clients.

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Client portal integration

A client portal was integrated into the site, providing clients with easy and secure access to their accounts and tools.

Automated blog process

With content provided by Infocus, we implemented an automated blog process to keep the site updated with regular, relevant articles. These posts are also distributed via WB Financial’s email newsletters, ensuring consistent client engagement without additional effort.

Bright, engaging imagery

We carefully selected imagery that is bright, modern, and tailored to WB Financial’s target audience, creating a visually appealing site that resonates with visitors.

We have used Simply Advice for all of our Group websites. The process is seamless, and easy to follow. The team have amazing design skills, and there’s so much tech going on in the background — it’s something you don’t have to worry about. There is nothing that can’t be overcome, and the results are always amazing. Absolute best web designers to work with!

Despina Cook, Practice Manager

Presidio Finance Consulting

The result

The WB Financial website is a bright, functional, and engaging platform that reflects the firm’s values and expertise. With integrated tools and automated processes, the site supports client engagement while allowing the WB Financial team to focus on their clients.

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Ready to stand out online?

1

Align and define

We’ll connect via Teams to understand your business, goals, and timeline.

2

Start building

From gathering materials to reviewing designs, we’ll guide you every step of the way.

3

Review and launch

We'll bring your dream website to life, providing 1:1 training so you can manage your site from day one.