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.

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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With my licensee, Infocus, providing blog articles and Simply Advice Websites handling seamless updates, I never have to worry about keeping my site current because it all gets managed for me. By saving me time, this partnership enables me to focus on growing our 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 supplies the content, and Jacqueline seamlessly updates everything with fresh, topical material. The entire process runs smoothly in the background, requiring no time or input from me. I never need to think about website admin. This partnership frees my schedule so I can focus on what matters most: building strong client relationships with complete confidence and consistency.

Rebecca Hurford, Principal Advisor Infocus Caloundra

Simply Advice Websites makes managing my website effortless. Their understanding of financial services ensures everything is tailored to my clients. Before partnering with them, I struggled to keep my site updated. Now it’s refreshed weekly with high quality, relevant content that keeps clients engaged and my online presence strong. Their ongoing support gives me complete peace of mind. I highly recommend them to any advice firm seeking a reliable partner.

Sara Millard, Principal Financial Horizons

I couldn’t be happier with the service and outcome I got from Jacqueline. She’s a gem, and more practices should use her. From minute one, she led me with professionalism. She launched a professional, compliant website with many great features and regular updates through her partnership with my licensee, Lifespan. Jacqueline demonstrates professionalism and delivers great value for money. I recommend Simply Advice Websites highly. They’re a valuable business partner.

Peter Donovan, Financial Adviser Phase 3 Retirement Solutions

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 learn more?

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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.