Stream Financial

We worked closely with the wonderful Stream team to build a sophisticated, aesthetic, and functional website to meet both their needs and their clients.

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Project goals

Stream Financial, one of the leading advice practices in Buderim and across the Sunshine Coast, wanted a website that went far beyond aesthetics. The goal was to deliver a fast, engaging platform that reflected their status on Google, supported their business processes, and enhanced the client experience. This project was an opportunity to build well beyond a standard format, creating a dynamic, future-ready site.

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Our approach

We worked closely with the Stream Financial team to design a website that combines performance, usability, and strategic integrations. Every feature was developed to simplify client interactions, improve SEO, and align with Stream’s commitment to delivering exceptional advice.

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Designed for speed

From a design perspective, we leveraged visuals that aligned with Stream’s water-based theme and colour palette. Imagery was presented in lower detail to improve load times while still supporting SEO, ensuring a fast and smooth user experience.

Social proof

Stream Financial has long used video to connect with their clients and share success stories. We highlighted this by:

  • Featuring a library of client videos that demonstrate Stream’s impact and client satisfaction.
  • Integrating Google Reviews, ensuring that new client feedback is automatically displayed on the site.
  • Categorising client testimonials by advice area to display them intelligently throughout the site, reinforcing trust and expertise.

Calendly integration

We made the client journey effortless by integrating Calendly for:

  • Tailored booking experiences with dynamic prioritisation between advisers.
  • Multiple meeting types, giving clients choice and flexibility.
  • Pre-meeting questionnaires that help advisers prepare and maximise value for every client session.

The site continues to enhance the client experience after onboarding, with review bookings and questionnaires seamlessly managed through the platform.

Marketing automation

To keep Stream’s focus on clients while maintaining a strong digital presence, we automated key marketing tasks:

  • Blog posts are automatically shared to social media channels.
  • Monthly roundup newsletters are fully automated, combining content sourced through Financial Writers with Stream’s original articles.

These automations ensure that Stream delivers fresh, relevant content to their audience without compromising their time or focus.

They ‘get it’. I suppose this comes from extensive engagement across all levels of our industry, and possessing one of those brains that soaks it all up. His team comprises exceptionally talented individuals. One of the things I’m most impressed by is how seamlessly they execute. In addition to getting things done, Pat serves as an excellent sounding board for new ideas.

Tim van Doore, Principal

Stream Financial

The result

The result is a fast, engaging, and easy-to-maintain website that supports Stream Financial’s broader digital strategy. It reflects their professionalism, improves visibility on Google, and delivers a seamless experience for both new and existing clients. By automating key processes and enhancing the client journey, the site enables Stream to keep their attention where it matters most: making more possible for their clients.

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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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