“Every page has to pass compliance.”
Zenora Digital drafts from approved facts and keeps the copy at service level. The practice retains final review, and no regulated page goes live without that sign-off.
Websites for Financial Advisers, written and looked after for you
People tend to look for an adviser around a change: retirement is getting closer, a family needs protection, an inheritance has arrived or existing arrangements no longer make sense. The website needs to show who the practice can help and what happens before personal advice is given.
Send the service notes, team details, photos, customer questions and any qualifications or reviews you are allowed to publish. Zenora Digital turns that material into a private site for review, then handles the launch, hosting, support and fair-use content updates.
Answer the questions behind the first enquiry
A prospective client is checking service fit, adviser credentials, authorisations, fee approach and the first-meeting process. They may also need to know if the practice works with their life stage or advice need before sharing private financial information.
A public form can ask for the broad reason for seeking advice, life stage, location, meeting preference and suitable contact time. Account numbers, balances, identity documents and detailed financial records should move through the practice's secure fact-find process.
Deal with the reasons the website keeps getting put off
“We cannot discuss returns or client outcomes.”
The page does not need performance claims. Clear credentials, client fit, authorised services and a well-explained first meeting can carry the decision.
“We only accept a narrow type of client.”
That boundary belongs on the site. Specific fit wording can reduce unsuitable enquiries without asking visitors to disclose their full finances.
Five service-page ideas to shape around the real offer
The plan includes up to five service pages, chosen around the work the business actually wants to explain. The list below is a starting point, not an assumption that every financial adviser sells the same services in the same way.
Retirement planning
For authorised practices that offer it, explain client fit, the advice process and first meeting without giving a retirement recommendation.
Superannuation advice
Describe the service boundary and approved process at a general level, with required disclosures kept current.
Personal insurance advice
Use only where authorised, explaining the advice conversation without implying cover, acceptance or claim outcomes.
Investment advice
Set out who the practice works with and how advice begins, without publishing product recommendations or performance promises.
Aged care advice
For practices with this capability, explain the family decision point, meeting process and approved scope in restrained language.
Ask for enough context to respond properly
A form that asks for everything can feel like work before the conversation has begun. A short set of relevant prompts gives you enough context to check fit and decide what happens next.
Show evidence the business can stand behind
Current adviser profiles, authorised representative and licence details, qualifications, approved service documents and real client feedback can build confidence. Performance figures, returns and client outcomes need formal approval and must not suggest a typical result.
You approve the final facts and claims
The practice and its compliance process approve all service, licence, fee, disclosure and financial wording before publication. The website describes the practice; it does not provide personal financial advice or promise returns, approvals or outcomes.
Before launch, you check the names, service claims, qualifications, prices and policies in context. Anything only the business can verify waits for your approval.
From rough details to a site you can approve
You do not need to arrive with finished website copy. Tell us how the financial advice practice works and send what is already available: services, areas or locations, photos, credentials, reviews and customer questions. We use those details to shape the first version.
1. Tell us about the work
Use the contact form to explain what the business does and what is wrong with the current website, if there is one. Bullet points, old links and phone photos are useful.
2. Check the working site
We clarify missing facts, draft the copy and build a private version. You check the services, wording, images and contact prompts before approving anything.
3. Launch with the upkeep covered
We check the forms, phone links, mobile layout and metadata, then connect the domain and set up the hosting. After launch, support and fair-use content updates remain part of the plan.
A known price, with the ongoing work included
The Managed Website Plan is $199 per month with a 12-month minimum, which is $2,388 over the minimum term. The annual option is $1,999. Prices do not include GST.
Check the plan before you enquireThe plan covers the copy and build for a home page, contact page and up to five service pages. Extra service pages are $100 each. It also covers hosting, SSL, backups, monitoring, support and fair-use content updates while the plan is active.
Domain purchases and renewals are separate. We confirm the cost before buying or renewing anything. Your domain stays yours when it is registered in your name.
Most complete sites are ready in four to six weeks. Timing depends on when we receive the business details, photos and feedback. No website provider can promise a Google ranking, traffic level or number of enquiries. Those outcomes are not part of the offer.
Start with the details your financial advice practice already has.
Send your authorised services, client-fit boundaries, adviser profiles, licence and disclosure details, fee approach and compliance review requirements.