Frequently asked questions

Have questions? We've got answers! Explore our FAQs to find everything you need to know about our services. Still unsure? Submit our query form below.

The basics

Financial advice is rooted in trust. Clients trust you with their life savings, so first impressions are everything. Even if you’re the most skilled adviser, an outdated website can limit your ability to convey that expertise at scale.

A fast, well-designed, modern website signals credibility, professionalism, and care. It sets the foundation for trust, helping clients feel confident in your guidance from the first impression.

We understand that advisers have a lot on their plate and struggle to convey their value to clients online. We developed a digital solution that helps you convert leads and elevate your existing client’s journey while being easy to manage after launch.

With firsthand experience and a targeted focus on the financial advice industry, we understand your unique needs. We create websites with smart functionality and thoughtful design, streamlining operations,improving client and internal processes.

WordPress provides the perfect blend of flexibility, ease of use, extensive functionality, and scalability, making it ideal for advice practices. It empowers firms to manage their own updates and content if they choose, and supports seamless design, publishing, and maintenance.

With over 43% of top websites using WordPress, including Microsoft and eBay, it’s a trusted platform with global reach (W3Techs, 2024).

Compared to platforms like Squarespace, WordPress offers greater customisation, more advanced functionality, and access to thousands of plugins for everything from SEO to client portals. Unlike Squarespace, which can be limiting, WordPress is open-source and constantly evolving, providing a site that can grow with your business needs.

Simply Advice Websites builds on WordPress to deliver sites that are both robust and adaptable, so you’re never restricted by the platform.

Working with an experienced, professional team offers long-term benefits that go beyond just getting your site live. Like insurance or super, getting it right the first time saves heartache down the road.

DIY or cheaper alternatives may seem appealing, but they often become time-consuming, stressful, prone to errors, fail to cover the maintenance of your site, have low functionality ceilings making upgrades hard, or lack the integrations you’ll come to wish you had later.

Ultimately, you’ll spend more time troubleshooting or reinventing wheels, and less time focusing on your clients. With Simply Advice Websites, proper setup and ongoing maintenance ensure your site evolves with technology, handles compliance changes, and stays secure.

As a financial advice professional, your website is the face of your business—entrusting it to professionals ensures it represents you with the quality and reliability your clients expect.

Support throughout the process

We guide you through every step, ensuring clarity on what’s needed from you and what we’re handling. You’ll work with experienced designers and advice industry experts to create a website tailored to your specific needs.

Yes, we integrate Google Analytics at launch. Just provide the email linked to your account, and we’ll handle the rest.

Beyond maintaining the status quo (see below for more details), we provide logins for your team and 1:1 training after launch. You’ll also have access to ‘how to’ guides for easy updates, and if you need further help, we’re just an email away.

Security and compliance

  • Pre-launch checklist: We complete a detailed checklist to ensure compliance standards are met.
  • Direct compliance team collaboration: We handle communications with your compliance team prior to launch, keeping you updated while saving you time from acting as the middle person.
  • Built-in compliance: We use intelligently coded Important Information features to support compliance requirements.
  • Ongoing monitoring: We monitor general compliance updates related to advice websites, such as disclosure and privacy opt-ins.

Your website’s public content is hosted on a global Content Delivery Network (CDN) for fast load speeds, while the WordPress installation and form submissions are securely hosted in Sydney, Australia.

For added security, we recommend enabling Two-Factor Authentication, integrating form submissions with your CRM, and periodically deleting stored submissions (we typically recommend doing this quarterly, depending on the type of information you’re collecting).

No, we handle SSL certificates as part of our ongoing service.

No, your email hosting will remain unaffected during this process because your website and email hosting are typically managed separately, even if they share the same domain name. However, if you decide to change your domain name in the future, it’s important to coordinate with your IT team. Changing the domain name will require updating your email hosting settings, such as DNS records (e.g., MX records), to ensure your email continues to function correctly.

Domain logistics

We can get started without one, but you’ll need a registered domain and DNS hosting for your website to go live. We can work with any provider, but we recommend Webcentral for a wholly Australian experience or GoDaddy as a budget-friendly option. Let us know if you choose GoDaddy, and we’ll assist you directly.

Great! If you don’t have an existing site, you’ll need DNS hosting for your domain. Once your new site is ready, we’ll provide DNS details for you or your IT support to apply. Alternatively, we can manage your DNS from our end.

Technical questions

A soft launch is a low-key release of a website to a limited audience, allowing for testing, feedback, and adjustments before a full public launch. It is ideal for getting a new site up or major improvement up and running for the visitors you’re getting right now, allow some time to refine the site with less pressure.

Comparatively, a hard launch is a full-scale, public release with significant marketing. It introduces the website to a wider audience immediately, aiming to generate maximum traffic and awareness from day one.

We can turn off your site or transfer your pages and posts (but not layout or media) to another WordPress site via an XML export. If you’re considering leaving, give us a call—we’d love to discuss any issues you’re facing.

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