Website audit
Find out what's impacting your ideal clients from reaching out and how else your site could be improved.
Prepared by specialists. Complimentary and without obligation.
Why this matters
Your site works for or against you
Cold leads and warm referrals alike will check your website before they ever get in touch. The firms presenting poorly online are quietly losing both and most don't even realise it.
Ratings across nine criteria
Every criterion is rated Poor, Meh, or Solid, so you know exactly what to fix first and what's already working. The rating comes with a plain-English explanation of what it means for your practice and why it matters to the people landing on your site.
Specific, actionable recommendations
Clear insights. For every criterion that needs attention, we tell you what to change with practical steps you can apply yourself or handover to a designer.
Real examples from advice practices
We show you what real advice firms are doing well so you have a clear benchmark to work toward.
Deeper resources for key areas
Recommendations come with additional articles, guides, or tools to help you dive deeper.
Your website is the centre of your digital ecosystem, like a brick-and-mortar location, the experience matters once a customer enters.
~ Leland Dieno
Is this audit for you?
Australian financial services professional
Want the right people to engage with your practice
Open to strategies to scale your firm's credibility
Building a reputation you're proud of
Want your online presence to match your service quality
Interested to know how your site compares

Website audit for financial advisers
Receive an honest assessment across nine dimensions that influences if visitors stay, trust you, and take the next step.
They took the time to understand our business, highlight our strengths, and deliver a modern, professional site our whole team is proud of. It’s future-ready, designed to grow with us, and backed by a team that knows how to get results. Simply Advice Websites is the go-to choice for advisers who want a site that works as hard as they do. I recommend them without hesitation.
Outstanding service, Bravo!
Jacqueline and her team were responsive, thoughtful, and incredibly easy to work with. The process was smooth from start to finish, and the handover was clear and well-supported.
Highly recommend to any business looking for a smart, values-driven web partner who delivers real quality.
— Richard Palmer
Co-Founder, Qurate Advisory
They took the time to understand our specific needs and goals, and their design perfectly reflects our brand’s identity. The new website is not only visually stunning but also user-friendly and optimised for performance. We’ve already received positive feedback from our clients, and we’ve noticed an increase in engagement and inquiries.
Special thanks to Jacqueline for her exceptional project management and creative insights.
Thank you for a job well done
From the start, Simply Advice Websites took the time to understand our vision and goals. They provided insightful recommendations and creative solutions that were both innovative and practical. Their expertise in design and development ensured that our website not only looks fantastic but also performs seamlessly.
Communication throughout the project was excellent. The team was responsive, professional, and always willing to go the extra mile to make sure we were satisfied.
The final product exceeded our expectations. The new website is sleek, up-to-date, and aligns perfectly with current trends. We've already received positive feedback from our customers, and we've noticed an increase in engagement and conversions.
Thank you team 🙂
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 in the advice space and brought things to my attention that I would have otherwise overlooked (such as, "Morgan, where is your general advice warning, or privacy statement"). The service was quick, efficient, professional and the end result is a website & brand that I am incredibly proud of!
Cannot thank "simply advice websites" enough 🙂
They provided tailored guidance through-out the set up stage of our website and have continue to monitor and update our website, as well as improve the functionality and maintenance of our Blogs expertly.
We highly recommend the services of these professionals.
Prepared by advice website specialists
Simply Advice Websites works exclusively with Aussie financial planners and we've learned a lot after helping hundreds of advisers just like you present better online. Get those same insights and apply them at your own pace.

Jacqueline transitioned from advice administration to marketing in 2017, with a passion for showcasing advisers’ expertise in a modern, engaging way. She joined Simply Advice Websites in 2020 and brings a keen eye for design to help advisers shine online and streamline their operations.
In 2025’s Women in Finance Awards, Jacqueline was shortlisted as Marketing Professional of the Year.

Patrick has been in financial advice since 2005 and founded Simply Advice Websites in 2019. Known for his fresh, innovative approach, he develops efficient processes and tech solutions to empower advisers.
One of the most influential people in the sector, Patrick earned a spot in the FS Power50. A proponent of Kaizen, Patrick helps advisers to leverage process, technology, and simplicity to drive efficiency.