For licensee partners

We’re passionate about financial advice. Built with the shared needs of licensees and advisers in mind, our service is here to make life simpler.

Learn more about our partnership

We understand adviser success is your success

Working hand in hand with licensees, we partner with practices of all sizes to look great and operate with ease.

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We stay current on financial advice requirements saving you one more headache.

We invest heavily in our security and have a long history in advice which can give you and your advisers confidence.

With additional services available to partnering licensees you can add one more item to your proposition.

We love working directly with licensees, it saves us both time and reduces your risk. No investment necessary.

We present on CPD applicable topics by webinar, at PD days, and at conferences on digital trends, common digital engagement mistakes, and online strategy.

Simply Advice Websites has made managing my website completely effortless. With my licensee providing the content and Simply Advice Websites handling seamless updates, I never have to worry about keeping my site current – it all happens in the background.

This partnership frees up my time enabling me to focus on growing the business and implementing best practices for our clients, while Simply Advice expertly handles the website administration. I highly recommend their service for a hassle-free experience.

Despina Cook, Practice Manager WB Financial

The team at Simply Advice Websites makes managing my website effortless. Infocus provides the content… then Simply Advice Websites takes care of the rest, seamlessly updating my website regularly with topical and refreshing content.

It’s simple to manage on my side, with the whole process happening in the background – so I don’t need to think about it or spend valuable time updating my website. It all takes place behind the scenes, without me lifting a finger.

My partnership with Simply Advice Websites frees up my time, so I can focus on what’s most important – my client relationships, rather than website admin.

Rebecca Hurford, Principal Advisor Infocus Caloundra

Simply Advice Websites makes managing my website effortless. Their deep understanding of the financial services industry means everything is tailored to my clients’ needs – without me lifting a finger.

Before partnering with them, I struggled to keep my site updated. Now, thanks to their work with Lifespan, it’s refreshed every week with high-quality, relevant content – keeping my clients engaged and my online presence strong.

Their ongoing support gives me complete peace of mind. I never worry about website or content admin – they handle it all with professionalism and care. This partnership has been a game-changer, and I highly recommend Simply Advice Websites to any advice firm looking for a reliable, expert website partner.

Sara Millard, Principal Financial Horizons

Client examples

Our case studies demonstrate several challenges that advice practices may face. Through our experience, we help design tailored solutions that save our mutual clients time and money.

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Leveraging website process to support client learning

Morgan Hayward from Lume Wealth wanted to help give clients time in between appointments to consider their risk profile.

How we helped

Solution

We developed a streamlined digital risk profile questionnaire within her website. This enabled clients to make a preliminary self-assessment of their risk profile, with scope to educate them about their specific risk profile through graphics and video.

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Streamlined solutions for seamless event management

Swinbourne Wealth & Protection wanted to host regular events but needed a smarter, more professional way to manage registrations.

How we helped

Solution

We delivered a custom event management system that streamlines the entire process. The team can now easily input event details in the backend, while the system automatically generates a sleek, user-friendly client-facing page. Hosting events and gathering attendees has never been so seamless or stylish for Swinbourne.

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Curious to discuss a partnership?

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If you're a licensee who shares our commitment to quality, let’s collaborate to create outstanding results for financial advisers.