Please feel free to use the lists to help answer your question or scroll through the questions at your leisure. If you do not find the answer you are looking for, or would like further clarification, please don’t hesitate to get in touch.
The basics
Why do financial advisers need a modern website?
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 Even if you’re the most skilled adviser, an outdated website can limit your ability to convey that expertise at scale.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.
What sets Simply Advice Websites apart?
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.
Why do you use WordPress?
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 customization, 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.
I think I could find a cheaper alternative. Why should I choose Simply Advice Websites?
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 during and after the website build
How much support do you provide during the website build?
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.
Do you set up Google Analytics?
Yes, we integrate Google Analytics at launch. Just provide the email linked to your account, and we’ll handle the rest.
What kind of support do you provide after the website launch?
Beyond maintaining the status quo (see below for more details), we provide logins for your team and provide 1:1 training just after every 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
What compliance benefits do Simply Advice Websites provide?
- 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.
How secure is WordPress?
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).
Do I need to pay for an SSL certificate to make my site secure?
No, we handle SSL certificates as part of our ongoing service.
Will my email addresses be affected if I use the same domain as my website?
No, your email hosting won’t need to change as part of this process.
Domain logistics
I don’t have a registered domain yet—can I still build a website?
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.
I have a registered domain—what are the next steps?
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
What is the difference between a soft and hard launch?
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.
What are my options if I no longer want to work with Simply Advice Websites?
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.
Still unsure?
If you have any more questions, don’t hesitate to get in touch.