Our Services

Hey there! Let’s talk about creating a website that’s not only functional but also aesthetically pleasing and user-friendly. To achieve this, there are a few steps in the process you should consider, which we’ve addressed and tailored our services to suit, all of which are outlined below.

Importantly, we’re dreamers who want to support financial advisers in any way we can. Contact us if you want to explore something that isn’t listed below.

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1. Core website build

Undeniably, your website should be a feast for the eyes, fast and effortless to use. As legendary designer Charles Eames once said, “The details are not the details. They make the design.” So make sure your website looks and feels good, and that it’s easy to navigate. After this, there are three crucial components to building a website that are totally awesome!

Given this, we create simple, effective websites that include a range of helpful functions and resources to optimise experiences for financial advisers.

Service Description Price
Standard website buildWe offer two wonderfully modern and user-friendly designs, created primarily with phone and tablet visitors in mind.$4,950 + $55/mth
Bespoke website buildIdeal for those who want something that is truly unique by building their website from the ground up.From $8,800 + $55/mth

2. Unique website copywriting

Next up, it’s important to tell your story and speak to your clients in a way that resonates with them. According to author and marketing expert Ann Handley, “Good marketing makes the company look smart. Great marketing makes the customer feel smart.” So, put your best foot forward and tell your brand story in a way that makes your clients feel good.

Using our exclusive discounted pricing, branding specialist Lisa Grensill will use a time-tested storytelling formula to craft website messaging that is authentic to the financial advice business and speaks directly to the people they love to help.

Advanced packageAfter a 90-minute Zoom workshop, Lisa writes unique home, about us, services page, and key staff member copy.$3,300

3. Lead magnets

Thirdly, you’ll want to offer your clients something of value in exchange for their contact information. Maybe it’s a free e-book or a webinar that they’ll find useful. Whatever it is, make sure it’s compelling enough for them to hand over their email address. After all, “Effective lead magnets are the ones that offer an immediate solution to a pressing problem that your target audience has.” – Shane Barker, Digital Marketing Consultant and Author.

Our lead magnets are ideal for financial advice businesses that need a cornerstone piece of marketing content to incorporate as a download on their website to build trust and credibility with potential clients and to use in their client experience.

BYO lead magnetFor those bringing their own lead magnet, we can set-up and support you integrating this to your website.$595 + $27.50/mth
BYO nurture emailsFor those supplying their own nurture emails content, we can set-up the campaign in MailChimp and integrate it with your website.$595
Off-the-shelf lead magnetFor those not wanting a unique lead magnet, we can integrate an off-the-shelf lead magnet titled “5 steps to take charge of your financial life” with your branding.$880 + $27.50/mth
Off-the-shelf nurture emailsContinuing from our off-the-shelf lead magnet, we build a seven-part automated off-the-shelf nurture email campaign, building on the '5 steps' and fully editable by you. This requires the "Standard" MailChimp plan.$880
Standard packageLisa Greensill offers a 30-minute Zoom brainstorming session, unique 7-page checklist ebook PDF, 3D book cover image for landing page and social media promo, and a promo title paragraph for the pop-up and landing page integration.$2,220 + $27.50/mth
Advanced packageLisa Greensill offers a 30-minute Zoom brainstorming session, unique 10-page guide/blueprint ebook PDF with graphics and daigrams, 3D book cover image for landing page and social media promo, and a promo title paragraph for the pop-up and landing page integration.$3,220 + $27.50/mth
Customised nurture emailsCopywriting by Lisa Greensill for five emails written in a conversational style using the brand’s voice and integration into your site.$2,045

4. Other add ons

Finally, once you’ve got your foot in the door, it’s time to build a strong relationship with your clients. Keep in touch with them via a nurturing email campaign that offers them even more value and keeps you top of mind. As marketing guru Neil Patel puts it, “Your customers are your best salespeople. If you take care of them, they will take care of you.”

Google Reviews integrationYour company’s five-star Google Reviews will automatically populate on your website, adding significant credibility to your service as well as an SEO boost.$550 + $11/mth
Financial Writer’s blog postsSubscribe to Financial Writer’s service using our exclusive discounted pricing and we will select, upload, and publish blog articles on your behalf each week. Note that this fee is paid to Financial Writers.$117/mth
Automated Mailchimp campaignIn addition to basic Mailchimp integration which is included, we can also integrate Mailchimp to create a fully automated email campaign that is distributed to all subscribers based on the previous month of blog content. This pairs very well with the Financial Writer’s blog post option above.$770
Calendly account set-upWe coordinate a Teams session to create your Calendly account and establish integrations with calendars and other apps. We will also edit your branding and build a standard meeting template, followed by another Teams session for training and handover.*From $330
Speed optimisationBuilds upon our existing strong base, ensuring every element of your site is operating at it's fastest.From $560
SEO optimisationBuilds upon our existing strong SEO baseline support, with tailored SEO support for your target geography, niche, or keywords.From $560

*This pricing is based on a single adviser with a single meeting type. Pricing can vary significantly based on the complexity and size of each practice.

**Please note that all prices include GST and that prices, where payments are made to third parties, may be subject to change outside of our control.

By putting all these pieces together and building an attractive, user-friendly website that connects with your clients, you’ll be well on your way to a successful online presence!

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Contact us

If you’re interested in our services or you have any questions, please contact us or call our director, Patrick Flynn, at 0422 335 288.

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