Whitsunday Wealth

Our team at Simply Advice Websites had the absolute pleasure of working alongside Whitsunday Wealth to build their new website. 

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Project goals

Led by Managing Director Matt Neill, this respected financial advice firm aimed to refresh their outdated website with a modern, contemporary look while preserving the essence of their original brand. Their goals included improving functionality, enhancing the client experience, and creating a platform that supports ongoing business growth and maintenance.

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Our approach

We partnered with Matt and his team to bring his vision to life, creating a visually appealing and highly functional website that balances aesthetics, usability, and strategic adviser-focused tools.

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Integrated features for a seamless user experience

We implemented several features to enhance functionality and user experience, including:

  • Google Reviews integration: Displaying 5-star reviews prominently to boost credibility and SEO ranking.
  • Lead magnet: The downloadable “5 Steps to Take Charge of Your Financial Life” encourages lead generation and community building around the Whitsunday Wealth brand.
  • Insights page: Weekly, industry-relevant blog content, provided by Financial Writers Australia, ensures a steady stream of fresh, informative content while requiring minimal effort from the Whitsunday Wealth team.
  • Increased website security: Our service ensures the website is secure, addressing a historical concern for advisers and improving reliability.

Embracing the Whitsunday aesthetics

To reflect the stunning Whitsunday region, we incorporated:

  • Hero imagery: A breathtaking shot of Whitehaven Beach creates an immediate local connection.
  • Bright brand colours: The yellow and blue palette reflects the region and enhances visual appeal.
  • Meaningful iconography: Custom icons represent the company’s values, adding an engaging and professional touch.

Streamlined client engagement tools

We used Calendly to streamline the client journey by:

  • Adding round-robin meeting links to call-to-action buttons across the site.
  • Including direct, obligation-free meeting links on adviser profile pages for quick and easy booking.

Additional features and considerations

  • Client survey page: An intentionally non-navigable page allows the team to send clients a direct link for feedback, offering an alternative to Google Reviews for deeper insights.
  • Copywriting collaboration: Lisa Greensill provided compelling, brand-aligned content, adding professionalism and clarity to the site’s messaging.
  • Mobile responsiveness: The website’s layout ensures a seamless experience across all devices.

Thanks team for all your hard work. It was an impressive experience and very professionally handled throughout, look forward to continuing to work together

Matthew Neill, Managing Director

Whitsunday Wealth

The result

The final website is a vibrant, modern, and user-friendly platform that aligns with Whitsunday Wealth’s high-quality services and stunning location. The site not only enhances the client experience with its seamless functionality and aesthetics but also supports the Whitsunday Wealth team with adviser-centric tools and security features. It’s a true reflection of their commitment to excellence and their local community.

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Ready to stand out online?

1

Align and define

We’ll connect via Teams to understand your business, goals, and timeline.

2

Start building

From gathering materials to reviewing designs, we’ll guide you every step of the way.

3

Review and launch

We'll bring your dream website to life, providing 1:1 training so you can manage your site from day one.

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