Improving client experience is the best practice development strategy.


But it’s complex. Ask how we can help.

Learn more about the four parts of a digital marketing solution ›

Which part is your practice missing or could improve?

We Can Help

We are the only company that can supply you all four parts, tailored for your specific industry.

How We Do It

Our services will turn your website into the cornerstone of your marketing and client support.

We will transform your website from a static online presence into a resource that can help you better implement your marketing plans in order to grow your practice.

Our three bundles give you access to our services at a discounted price compared to buying each service individually, but it also means we can cut the cost of a brand new website well below the industry standard rates. See our pricing section for more details.

Learn more about our individual content services ›

Learn about the other services we offer ›

Content Bundle Pricing
  • Start Small
  • Just starting out?

    Hit the ground running with an up-to-date online presence care of our news article feed.

  • What's included?
    • Our news article feed, featuring 6-8 financial planning news articles automatically added to your website every month
    • A selection of General Calculators, powered by ASIC's MoneySmart
    • A Message Window, used for displaying important notifications, added to the home page of your website - Iggy CMS only.
    • Access to the site CMS, allowing you to update some areas of your website
    • Limited website & CMS support (eg: assistance with CMS, updating your FSG, etc)
  • $70 per month

    Discounted one-time payments of $1,895 (website) and $165 (search engine registration) available if required (minimum 12 month commitment)

  • Enquire Now
  • Extra Interactivity
  • Need a little more?

    This offer is for planners that want to give their clients that little bit extra.

  • What's included?
    • Our news article feed, featuring 6-8 financial planning news articles automatically added to your website every month
    • Our video feed, Up to 18 vidoes over 12 months. All focus on industry related topics and great content for improving client experience
    • Our stock ticker added to your website
    • A selection of General Calculators, powered by ASIC's MoneySmart
    • A Message Window, used for displaying important notifications, added to the home page of your website - Iggy CMS only.
    • Access to the site CMS, allowing you to update some areas of your website
    • Limited website & CMS support (eg: assistance with CMS, updating your FSG, etc)
  • $105 per month

    Discounted one-time payments of $1,895 (website) and $165 (search engine registration) available if required (minimum 12 month commitment)

  • Enquire Now
  • The Full Package
  • Want it all?

    Your website is not just an online business card. We make it your digital office.

  • What's included?
    • Our news article feed, featuring 6-8 financial planning news articles automatically added to your website every month
    • Our video feed. Up to 18 vidoes over 12 months. All focus on industry related topics and great content for improving client experience.
    • Our secure file transfer facility added to your website
    • Our stock ticker added to your website
    • A selection of General Calculators, powered by ASIC's MoneySmart
    • Social Media Updating enables us to automatically post your website's article feed to your Facebook, Twitter or LinkedIn company pages
    • A Message Window, used for displaying important notifications, added to the home page of your website - Iggy CMS only.
    • Access to the site CMS, allowing you to update some areas of your website
    • Website support as required (eg: adding/removing staff profiles, adding new services, changes of address, updating your FSG, etc)
  • $145 per month

    Discounted one-time payments of $1,695 (website) and $165 (search engine registration) available if required (minimum 12 month commitment)

  • Enquire Now
See Our Work

Who We Are

For over 20 years we have worked exclusively with financial planners and accountants to help them better use their digital resources for practice development.

This focus means our solutions are the most complete available plus we regularly change our offering to reflect the needs of financial planners and accountants. Recent additions, such as our News & Practice Updates, replace outdated newsletter distribution solutions and remove the prohibitive costs of a professional solution.

Price and flexibility are what financial planners and accountants need. As such, most of our services are available on any website and can be bundled for even better value.

When we develop a marketing solution for your practice, we believe your existing client base is the best place to start, followed by your referral partner(s). We look to maximise referrals and access known client bases rather than simply relying on attracting clients from cyberspace.

Better results, improved client experience, less global giants.

Dealer Group Affiliations

We provide services to many clients affiliated with major financial planning dealer groups across Australia.

What our clients say
Our Blog

What is HTTPS and how does it relate to your website?

We've all noticed in recent times that the URL of a number of sites now start with HTTPS rather than HTTP, but what does this mean? And why are...

Read More

Key areas where a planner delivers long-term results.

The fifth in our series of articles on how a financial planner adds value to a portfolio. The past four articles, all included in the article list on...

Read More

Part 4 – The major benefit of ‘behavioural coaching’.

One important part of a planner’s job, and what adds real value, is being able to keep their clients focused when times are bad. Part 4 in the...

Read More

Behavioural Coaching and its contribution to financial planning.

Last month’s topic was “How a Financial Planner adds value to a Portfolio?”, a major component being Behavioural coaching.  The month...

Read More

How financial advice helps create wealth.

An article based on a 16 year study by Vanguard Investments Pty Ltd. Last month I reported on a 16-year study by Vanguard Investments that found a...

Read More

What a financial adviser can add to your portfolio’s returns.

Financial planning has seen significant growth over the past two decades because, as a rule, it works. Unfortunately, there are exceptions that have...

Read More

Get In Touch

Contact Us

If you would like us to help you and your financial planning business reach the next level, don't hesitate to get in touch today!

Fill out the form to send us an enquiry or ask a question, or use the following methods to contact us.

Email, Phone & Fax

Office Address & Hours

  • Suite 408, 89 High Street, Kew VIC 3101
  • 9:00AM to 5:00PM (Mon-Fri)

Support

  • We offer limited e-mail and phone support after hours, on weekends and on public holidays.

Website Development

  • We can supply content for your Services @ $49 a Service.
  • We have built well over 2,000 websites for financial planners and accountants.  We began in 1998 and work exclusively for financial planners and accountants.
  • Our prices are around half the industry norm.
  • Our sites are fully responsive, well design and quick to load.
  • We build using either WordPress and Iggy (the only Australian made CMS).

View examples of our work here.

Ask Us A Question

Interactive Content & Support

Interactive content is the life blood of a planner’s website and shows current and potential clients you offer more value than your competitors.  More popular sites do better in Google as well.

  • 6+ industry related articles every month uploaded to your website.
  • A good range of Calculators
  • Videos on financial planning and accounting topics.  Buy either individually or let us rotate 6 videos every 12 weeks through your website.  Great for generating website traffic, client interaction, and client education.
  • Financial Tools that include Xero integration and a CRM.
  • Very high standard of support including website updating
  • Strategy input
  • Very popular Stock ticker

Plus many other options that can be purchased separately or in cost effective Bundles.

Ask Us A Question

Client Communication

This is far more than a boring old newsletter service that only transfers information.

Our news & practice updates help a practice grow.  There are two types and both seek to:

  • Maximise client referrals,
  • Generate more business from a client base,
  • Improve client experience ,
  • Give something back through competitions,
  • Include your business clients,
  • Look to gain access to referral partner client bases,
  • To generate far more website traffic that will improve Google rankings and, hence, generate business,
  • A bespoke solution, and
  • We discuss marketing strategy with clients.

We are more like an extra member of staff than just a service provider.

Ask Us A Question

Inbound Marketing

A website, interactive content and client development are all vital but be supply Inbound Marketing services as well.

  • SEO
  • Google AdWords
  • Social media strategies

Ask Us A Question

News Articles

6+ new articles every month uploaded to your website. Replace the cost and frustration of newsletters in one simple step.

We offer individual news article feeds for both financial planners and accountants. Our article feeds can be added to any website and will keep your website up-to-date and interesting.

We supply 12 editions of news articles throughout the year, distributing 6+ articles per month to your website.

News articles are a great way to improve client communications, a very important practice development activity that we now offer.

News articles generate more website traffic than newsletters. Extra website traffic leads to better rankings in Google and, therefore, more chances of new business.

News articles on your website are easier for clients to access than a newsletter.

Ask Us A Question

Videos

All Doodler videos were purchased by PlannerWeb in 2018.

Now we can offer 24 videos over a twelve month period for the price normally paid for just two. This is exceptional value and only takes a few minutes to add to a website.

These videos also complete our ability to help you with services across every aspect of digital marketing for planners and accountants.

There are two options:

One:
We automatically upload 6 videos to your website and rotate the collection 4 times a year. This is the same as having 24 videos every 12 months.

This service is included in our top two Bundle plans or can be added to almost any site as a standalone option for $45 per month.

Two:
Each video can be purchased individually and personalised with your branding and contact details. We will then embed the video into your website. Cost: $199 per video.

Order, ask a question or request a list of titles using the contact form.

Ask Us A Question

Financial Tools

Financial tools content to go here, including link to demo the financial tools

Our Financial Tools are a comprehensive system of client management; vaults; digital forms such as tax return checklists and fact finds; calculators; and client communication modules. Together these allow for the best possible practice development because, once added to your website, current and potential clients can sign up for a FREE account and being using them right away.

This service adds significantly to the interactivity of your website as well as offering your clients extra support and value for their money.

You are notified whenever a new account is registered on your website, providing you with a direct lead to new clients or a gateway to offering additional services to existing clients.

As well as helping improve client’s financial literacy, our tools also allow them to perform tasks such as creating a budget, analysing cash flow, analysing their superannuation, determining insurance needs and many more.

A new Xero API allows the automatic updating of client clients into target groups. Our Client Communication service can use this system to develop the potentials in your client base and referral network.

The entry level Financial Tools package is available in our top bundle plan. Full portal upgrade options are available.

Please contact us to discuss your financial tools requirements today.

Register for a FREE account and see a demonstration of our Financial Tools

Ask Us A Question

Secure File Transfer

Transferring files in a secure manner and in both directions has always been needed. Few services are as simple as our Secure File Transfer system.

Stricter privacy laws mean more information needs to be transferred in this way. For added security your website needs to run under HTTPS.

Secure File Transfer eliminates this risk.

All file movements generate e-mail notifications and uploaded files are automatically deleted after 5 days.

Uploaded files are encrypted and can only be accessed via your website which also promotes extra exposure for your brand and your services.

Our Secure File Transfer service is included in our Full Package bundle. Contact us to discuss adding this service to your website as a standalone service if the bundle option is not suitable for your needs.

Ask Us A Question

Stock Ticker

Our stock ticker displays the current price of stock from the top 100 companies (based on market capitalisation) on the Australian Stock Exchange.

Adding it to your site adds peripheral movement, which is known to enhance viewer concentration. Our stock ticker also associates your website with your specific industry and services, which is a simple, cheap and sensible marketing decision.

It is one of our oldest and most popular services and it can be added to almost any website.

Our stick ticker is included in our top two bundle plans or is available for $15 per month as a standalone service.

Ask Us A Question

General Calculators

Calculators have been one of the few original website features that added interest and extra support to a site. However, with the many changes to regulations, etc over the past few years some calculators struggle to keep up.

To help overcome this we supply a page of links to calculators on ASIC’s MoneySmart website. ASIC developed this site to ensure calculators are up-to-date but by adding them to your website they also help you generate website traffic that helps your rank your practice higher in Google searches.

Ask Us A Question

Message Window

This feature is included in any site built using the Iggy content management system (CMS).

Message Window is all about delivering messages to existing and potential clients when they visit your website.

An example. You send a communication e-mail to your clients. It might include a main message, hyperlinks back to your site, and something extra on one or more of the other services you offer.

When the client ‘lands’ back on your site, there is one or more extra messages in the message window that they can’t miss. When you don’t have a message to display at the moment, the space used on the site closes up and disappears.

Message Window helps you use every opportunity to generate business and educate clients. The more they know of your services then the more they will refer you to their own networks. The latter can increase the potential of your client database by 3-4 times.

Ask Us A Question

Social Media Updating

This service automatically updates social media pages with the news articles that we add to your website, plus any of your own that you add as well. These updates always link back to your website, where you prefer the viewer to always end up.

This service is included in our Full Package bundle or available as a standalone service for $15 per month with any other bundle.

It’s very important to keep your brand and services front and centre at every opportunity rather than linking to news articles on a third party site.

Bundle subscribers need to advise us if they’d like this service activated, and we will discuss the next steps required.

Ask Us A Question

Website Support

This is seem by our Full Package bundle clients as an extremely important service because it means they have a team of professionals here in Australia that they can ask to do almost anything to their website and know they won’t get an invoice soon after. An update might be quick or time consuming but the cost never changes.

All of our bundle plans include support but it is limited to basic alterations such as minor text changes and FSG updates in the two lower bundle options. However, for the Full Package bundle this support is unlimited: clients just have to ask.

It is not uncommon either for clients to ask us questions about other issues such as internet access through to digital marketing.

Our broad experience (over 21 years) and focus (we have only ever worked for planners and accountants) means we can answer them all – very few suppliers can claim to do that.

We also offer support for existing WordPress sites. An unmanaged WordPress site has the potential to be hacked. We can help prevent this @ $35 per month.

We’re not just support but rather a part of your team.

Ask Us A Question

Website Design & Development

Our best value websites are available in conjunction with one of our Accounting and Financial Planning Content Bundles.

We do, however, offer a standalone website design and development service for clients that are not in the Accounting and Financial Planning industries, or not in need of our content services.

There are two main site designs that we develop: single page scrolling sites and multi page sites.

As the name implies, single page scrolling sites display the entire website on a single page. The feature a menu bar like any other website, however the menu links scroll to to different sections within the single page instead of loading a new page. This website you’re visiting is a single page scrolling site. This style gives your business a great modern and professional look online. These sites are ideal for businesses that don’t have a lot of content for their websites, but can also accommodate those with larger content requirements.

A multi page site is the more traditional website style where the menu bar links to a different page on the site. This style is necessary for businesses with larger and more complicated content requirements. A multi page site is ideal for businesses that invest in SEO strategies and recommendations.

  • Our websites are developed in Iggy, our own custom and patented web platform. WordPress development available on request.
  • All of our websites include stock photography, supplied by Getty Images
  • Search Engine Registration fee of $165 available if required, getting your business name on Google and other search engines. Google Analytics is added to your site as part of this service, allowing you to track page hits and other data.
  • Website Pricing
  • Learn More
    • Our $1,695 websites are only available with our Full Package (third tier) bundle (minimum 12 month bundle subscription required)
    • Our $1,895 websites are only available with our first and second tier bundles (minimum 12 month bundle subscription required)
    • Our $2,395 websites are only available for clients who aren't in the industry or do not require our content services
    • Due to the extra development time required, building in Wordpress attracts a 15% surcharge on top of these prices
  • From $1,695 in a content bundle
  • Enquire Now

News & Practice Updates

Practice development by improving client experience.

Benefits of our service include:

  • Bespoke templates that reflects your message, services, reminders and social media.
  • The time and expertise most practices don’t have.
  • A vital job is done every month.
  • The cost is similar to doing this task in-house.
  • Educate your clients so they are more able to promote your services to their family, friends, colleagues and associates.
  • More referrals = Stronger Practice.
  • Viral. A new client promotes you to their network. A new client from their network then promotes you to their network, and on it goes.

Our solutions are all about client engagement, giving something back, adding a ‘persona’ to a practice, including business clients more and helping promote the role and benefits of financial services.

PlannerWeb supplies two versions of our News & Practice Updates.  More about the larger version can be seen here, the following covers the smaller version.

The point is to outline how our solution has evolved over the past 12 months into a communication piece that is unique to us and our clients.

Our original was to compete with the newsletters that accountants have always sent to their clients, though many have stopped due to cost and a lack of interest.  Newsletters that were no more than a generic introduction followed by 3-5 articles.  Nothing more than an information transfer that only 6-8% of clients ever read.  Newsletters never included anything for the other 90%. 

What we do with our News & Practice Updates is to try and engage with the other 90% as well.  Our main aim is on the development of client base and referral partner potentials and to make this the main method for strengthening and growing a practice into the future.

Following are two lists.  The first is the different types of people we seek to communicate with.  The second is a list of what we look to include in our News & Practice Updates.  As you can see, what we do is a far cry from the simple transfer of information. 

  • Clients who like to follow the social activities of a practice;
  • Clients who like to be part of a tribe;
  • Clients who like to join in activities such as competitions;
  • Clients who like to feel their professional service providers are giving something back;
  • Business clients who’d like to help your client development in return for exposure; and
  • Clients who will talk about you if they are more aware of what you do.

The following is what sets our News & Practice Update apart:

  • A bespoke news and practice update (not just something generated by software).
  • Can integrate social media activities.
  • Cross sell between divisions of a practice.
  • We write articles that push back against adverse finance sector perceptions.
  • Aim to generate a better client experience.
  • Seek to maximise client referrals.
  • Improve website traffic through links back to the website (digital office) that leads to better rankings in Google and new business.
  • Integrate referral partners and ask them to reciprocate.
  • Monthly phone calls to discuss what the practice wants to say
  • Monthly phone calls to discuss marketing strategies and ideas.
  • Include case studies so clients can see what the practice is doing.
  • Include a ‘Meet the Staff’ section
  • Add Landing Pages when appropriate to ensure the website is always the cornerstone of your digital marketing.

Newsletter services send out 3-5 articles that do nothing for about 90% of a client base.

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Ask Us A Question

Content Writing

One of the hardest and most time consuming tasks for a practice is the writing of content for a new website. The results are always an opportunity cost, frustration and delay. We can help.

Whether it’s simple content or more detailed with extra SEO benefits we can organise what your site needs. This way you save a lot of time and trouble plus the job gets done in a more timely manner.

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Search Engine Optimisation

seo content to go here

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Website Hosting

The range of hosting solutions that we offer is as follows:

1.  Full domain hosting package @ $225.00 per year.  This includes the hosting of your website, up to 15 POP e-mail accounts and DNS hosting for your domain.  To organise this we need the username and password you received when you originally registered the domain itself.

2.  Website hosting only @ $175.00 per year. This includes hosting for the website only. In this case you only need to ask your existing domain host to point the appropriate DNS records at our server.

All our hosting accounts have cPanel management that gives you access and control of many aspects of your hosting such as adding/removing e-mail accounts for example. Alternatively, you can simply ask us to make these changes if you prefer.

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Client Vaults

Provide a secure vault for you and your clients to store and transfer public and private files.

$79 per month

Our Vault allows you to start smaller than a full portal but with a file transfer and storage system that includes control of what files your client can and can’t see/access.

Immediate e-mail notifications are sent when a file is uploaded or downloaded from either end.

Other benefits include audit tracking and asset/file distribution. An example of the latter is where a ‘common’ letter can be automatically copied to all in a groups from just the one uploaded copy. Plus you can offer clients a ‘safe’ to help them manage documents such as wills and deeds.

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Stock Images

Why not add an extra image to your website from time to time?

$15 per image if an existing client or FREE if you are subscribed to our Full Package bundle.

We have access to over 10 million images at gettyimages.com.au on behalf of our clients. All you need do is find the images that you want on Getty Images and send us the image ID codes.

We include a number of stock images when we build each website at no additional cost.

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Content Management System

$225 per year if not included in a bundle

We use two Content Management Systems for building our websites. One is known as Iggy, an Australian invention, and the other is WordPress.

Iggy is simpler for our clients to use. WordPress takes a bit longer to build and has more features and options, however the latter comes at a cost to site security. As such, WordPress sites incur a small premium and have an ongoing maintenance fee to ensure they don’t cause problems for you or the servers they are hosted on.

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