Frequently asked questions

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.

Who are you?

  1. What is going on here?
  2. Easy… really?
  3. What is WordPress?
  4. Who are Simply Advice Websites?
  5. Who are The DMA?

What do you offer?

  1. Will my website look like all the other advice websites?
  2. What is the ‘Simplicity’ theme?
  3. What compliance benefits do Simply Advice Websites provide?
  4. Does that mean you’ll be interfering with our website?
  5. What happens with my website analytics?

What is the build process?

  1. If I fill out the Get Started form, what happens next?
  2. How long will it take to complete the build?
  3. What happens once the site is complete?

What do I need?

  1. I don’t have a registered domain, is that a problem?
  2. I already have a registered domain, what happens then?
  3. Do I need to pay for an SSL certificate to make my site secure?
  4. My email addresses currently use the same domain as my existing website, will they be affected?
  5. I currently use a generic email (@gmail, @bigpond, etc) account. What should I do?

What are the service logistics?

  1. How do I pay for the service?
  2. What ongoing costs are there?
  3. Wow! That’s so cheap! What’s the catch?
  4. What happens if I don’t want to work with Simply Advice Websites anymore?
  5. Thanks, but my nephew said he can do the same thing for $200.

Who are you?

What is going on here?

Advisers have got a lot on their plate, more than ever. We feel you. This is an initiative designed to make it easy for Australian financial advisers to get a great website up and running quickly, easily, and cost-effectively.

Easy… really?

Yes! We all know it’s easier to adjust something than to start from scratch. As a result, we have two WordPress templates already built, with images loaded and ready to use, as well as sample text throughout.

These templates have been designed by experienced designers, in conjunction with experts in advice. Whilst every firm will want their own variations (which you can have), there isn’t any need to reinvent the wheel here. We’ve done all of that.

What is WordPress?

WordPress is a full Content Management System (CMS). As a platform, it is intended to make websites easy to design, publish and maintain.

Of the top 10 million sites on the internet, over 33% are built with WordPress (W3Techs, 2019).

Who are Simply Advice Websites?

Based in Brisbane and founded in 2019, Simply Advice Websites is run by Patrick Flynn and operates alongside Simply Kaizen consulting. Patrick has experience working as an adviser, managing an advice business, social media training, and at the licensee level. He’s passionate about helping advisers to do more.

Who are The DMA?

Based in Sydney and founded in 2008, The Digital Marketing Agency is Australia’s leading WordPress expert. Having worked in partnership with Patrick since 2013, they have experience working with a number of financial advice firms at both the licensee and practice level.


What do we offer?

Will my website look like all the other advice websites?

It depends on how much tailoring you do. Your site will be tailored to your business needs, including updates to:

  • Colour scheme (to match your logo and corporate identity)
  • Number of Pages (including names and content within)
  • Images used

The more you deviate from the base template, the less you will look like other advice sites.

That being said, even if the pages were identical, the only people likely to ever notice would be other advisers, your licensee (who is probably delighted you’ve got the compliance sorted), and BDMs.

The only part mandated to be the same is the footer. The layout and content of the footer is the same across all sites, with the exception of licensee adviser sites.

If you are concerned that you will want to very major changes (above and beyond ordering, layout, colours, etc) to the site, including additional functionality, contact us to discuss. You may be surprised what can be achieved even if you start out with our template options. However, if that’s not enough though, we can build you something that meets your unique requirements and will provide a quote.

What is the ‘Simplicity’ theme?

‘Simplicity’ is a modern approach to website design that takes mobile-first design approach. This involves reducing the amount of information shown and relying more on vertical scrolling.

If this doesn’t suit you, please contact us. We have more in the works or could even look at some custom work.

What compliance benefits do Simply Advice Websites provide?

There are four key aspects.

  1. The site is structured in a way that it makes it difficult to fail to meet compliance requirements. Compliance specific needs are mostly met in the footer, the ‘About <Licensee name>’, and ‘Important Information’ sections. These are set for you, so neither you nor a 3rd party support person can amend these.
  2. Before a site goes live we undertake a detailed checklist to ensure all compliance requirements are met. Whilst our list may differ to your licensee, this serves as a minimum standard before your site goes live.
  3. We monitor compliance requirements that relate to advice websites generally on an ongoing basis. This will include things like overall disclosures and privacy opt-ins, but will not include requirements that relate to your content on the site. For example, we will be reviewing any changes to the use of General Advice Warnings. We won’t be reviewing whether or not your LRBA SMSF information is true, correct, or misleading.
  4. We work directly with your Compliance team. Whilst we keep you in the loop, we get the feedback from the source and save you the heartache of being a middle person. (That might be a lot of heartache with compliance staff. Most are lovely, but umm… a little dry.)

Does that mean you’ll be interfering with our website?

If a compliance-led change needs to be rolled out centrally, we’ll advise you two weeks in advance and seek feedback. We’ll take any feedback seriously and consider it in light of the inspiration for the change. If we’re not convinced that it can be avoided, we’ll make the change at the end of the two week notice period.

That’s it.

Trust us, we won’t be doing that any more than necessary. It costs us time and money, and frankly, we like both.

What happens with my website analytics?

You will have your own Google Analytics account to review your website statistics. Please note if you do not already have a Google Account, you will need to create one and provide the login details to us so we can connect Google Analytics to your website. You can read more about Google Analytics here.


What’s the process?

If I fill out the Get Started form, what happens next?

End to end, the process covers five main steps.

  1. We review your submission for any gaps, things that don’t make sense, or anything else that looks like it might present a problem.
  2. We send you a list of any outstanding questions, a content collection form for the individual page wording, and a link to the people profile submissions. We also provide you with a scheduled build date and a due date to get the remaining items back to us before we commence your build. Depending on how busy we are, the build is usually scheduled between two to three weeks away. If you have requested an ‘Under construction’ page we get this up ASAP.
  3. The build itself usually takes approximately two weeks to complete.
  4. Once complete, you get a chance to review and provide feedback.
  5. Once you are happy with it, unless instructed otherwise, we submit to your Compliance team on your behalf and CC you.

How long will it take to complete the build?

The build is normally scheduled two to three weeks away from once the Get Started form is submitted with payment.

The build itself usually takes approximately two weeks, with revisions needing a few days to a week depending on the feedback.

Compliance and finalisation take a few more days from there.

If it is an urgent build, please mention it in your request form and we’ll see what we can do.

What happens once the site is complete?

You will be provided a login to use.

You can use this to update your contact details, administer staff changes, update content, make blog posts, add/remove pages and much more. You can access tutorial walkthroughs from within your website dashboard to show you how to make changes.

If you require design changes in the future, you contact The DMA to obtain a quote.


What do I need?

I don’t have a registered domain, is that a problem?

If you do not have a domain name registered (e.g. http://advisername.com.au), we can help you. We can register a domain, provide DNS hosting, and link the domain to your new website at a cost of $129 + GST.

If you wish to use a different provider, you are more than welcome to. You will need to have registered a domain and obtain DNS hosting for the website to go live. We will provide the information required for you to link the registered domain with the newly hosted website.

If you wish to use another provider, we recommend Net Registry as a leading Australian provider or GoDaddy as a lower-cost option.

If we register the domain for you, the domain name will be registered for a period of 2 years and will need to be renewed at the end of this period to continue using the name. A $99 + GST fee will apply, which covers DNS hosting and setup for your website.

I already have a registered domain, what happens then?

That’s great!

If you do not have an existing site, you will need to acquire DNS hosting for that domain as well.

Once your new site is ready to launch, we will provide you with DNS hosting details which you will need to apply to your registration in order to make the site live.

For those who have existing sites, the DNS hosting settings can take up to 48 hours before it is pointing the entire internet to the new destination of your domain. With the exception of that delay, you will not experience any downtime.

Do I need to pay for an SSL certificate to make my site secure?

Nope, we do that for you as part of your ongoing service.

My email addresses currently use the same domain as my existing website, will they be affected?

No.

There is no requirement for your email hosting to change as part of this process.

I currently use a generic email (@gmail, @bigpond, etc) account. What should I do?

Change it!

Not only does it look unprofessional, it’s easy to fake, and if the provider is an overseas one you may be in breach of Australian privacy legislation. Your local IT support will be able to assist with this. Otherwise, we recommend Chill IT (ask for Michela) for all round on/off site technical support.


What are the service logistics?

How do I pay for the service?

All payments are generally made by credit card. We do this to keep costs down, so you’re not paying for things you don’t get value out of.

If you need to pay by invoice, please discuss with us. Additional charges will apply.

What ongoing costs are there?

Once your site becomes live, you will also have a payment of $35 + GST per month charged by credit card.

This includes:

  • Website hosting
  • Ongoing maintenance (such as applying WordPress updates)
  • Security management
  • Offsite backups
  • Plugins centrally purchased to support your site
  • Maintenance of universal compliance changes

Wow! That’s so cheap! What’s the catch?

There isn’t one.

There aren’t any shortcuts taken here. This service is a result of using the right partners, the investment made by into building the infrastructure that makes this easy, and generally working smarter not harder to avoid recreating the wheel each time.

The result is a unique service at a great price!

What happens if I don’t want to work with Simply Advice Websites anymore?

Your website will be built on the WordPress platform, the largest Content Management System on the internet. As a result, you have a number of options available to you:

  1. You can engage our partners at The DMA directly and continue using the WordPress theme (less the images and references noted above) outside of the Simply Advice Websites environment. The cost will vary depending on the complexity of your website. Please contact us to obtain a quote for the transition process and ongoing service.
  2. You can easily transfer your pages and posts (but not your layout) through an XML export. This can then be inserted into any other WordPress based site, by any experienced WordPress professional.
  3. You can just let us know and we’ll turn it off.

If that’s something you’re considering, please give us a call. We’d love to work through any problems you may be having.

Thanks, but my nephew said he can do the same thing for $200.

Cool story.

Engaging an experienced and established team of professionals has merits above and beyond the initial website going live. Just like insurance or superannuation, getting it done right the first time can save a lot of heartaches later on.

With the right set up, and proper maintenance, your business can count on a quality solution going forward. You can expect it to keep up with technology, compliance changes, and stay up to date with new security threats.

If your website has a problem, you need someone with the skills, experience, and availability to get it fixed fast.

If you are a financial advice professional, you need a professional to run the face of your business.