Lume Wealth

After exiting her existing advice practice, Morgan Hayward needed to create a new brand from the ground up, and so Lume Wealth was developed.

Lume Wealth portfolio

Project goals

The goal was to develop a visually engaging and process-driven website that ticked all the boxes from the get-go. Morgan believes in ‘do it once, do it right,’ as do we.

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Our approach

As always, we started with a foundation that ensures fast, mobile-friendly, user-friendly navigation, and secure performance. Then the real magic starts to happen.

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Wealth portal

custom landing page built exclusively for existing clients, complete with dedicated how-to guides and on-demand support resources, reducing inbound queries and elevating client experience.

Position description document

Custom-designed document that introduces the firm, its culture, and each role to potential new team members, helping present Lume Wealth as an attractive and modern business from the first touchpoint.

Pricing

Clear, tiered pricing page that helps pre-qualify leads. It sets expectations upfront, filters out non-ideal clients, and reduces time spent with those who aren’t the right fit.

Engagement pages

A seamless post-decision flow that walks new clients through every next step, from paying their deposit to completing a third-party authority form and booking their strategy meeting.

Free eBook download

We integrated a downloadable guide that offers engaging value to prospective clients and presents a powerful opportunity to nurture the relationship, staying from of mind.

Client experience

The website enhances lead generation and streamlines ongoing client processes, ensuring a seamless client journey.

Intuitive design and navigation

We created a modern, visually appealing site with easy-to-use navigation to improve user engagement and satisfaction.

Calendly efficiencies

Calendly was tactically integrated, enabling clients to effortlessly book appointments from initial discovery to follow-up review meetings across various locations.

Custom landing pages

Four tailored landing pages were developed, each addressing distinct client needs with personalised messaging and unique offerings.

Client testimonials

We integrated Google Reviews, recognising the importance of testimonials in building trust and credibility.

Partnerships

Mizzi Media captured team photography and videography; Brandover provided messaging and branding visuals; and Simply Kaizen facilitated process and business consulting.

FAQs

Common queries are addressed proactively on the team’s dedicated FAQs page, with FAQs sections also featured across key landing pages.

The thought of creating a website from the ground up seemed quite daunting and overwhelming, but the team made it a seamless process. They are very experienced and the service was quick, efficient, and professional. The end result is a website and brand that I am incredibly proud of! I have received nothing but compliments around my website, and I cannot thank Simply Advice Websites enough. Thank you so much!!

Morgan Hayward, Director

Lume Wealth

The result

The result is a captivating brand experience that positions Lume Wealth as a client-centric advisory firm ready to succeed in the competitive financial landscape. Impressively, six months after the new site launched, Morgan Hayward was named among the 2024 Financial Standard’s Power50. Morgan earned the same achievement in 2025, thanking us for our continued work with her and the Lume Wealth team.

Ultimately, the Lume Wealth website stands out for its stunning design and operational efficiencies, making it an invaluable tech asset for their business growth.

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