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.

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We offer 18 videos over a twelve month period for the price normally paid for just two.

This is exceptional value and allows video content to be used without the prohibitive expense of the past.

There are two options:

One:
We automatically upload 6 videos to your website and rotate the collection 3 times a year. This is the same as having 18 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.

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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

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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.

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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.

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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.

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

A 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.

A 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.

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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.

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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.

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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.

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.

A

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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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seo content to go here

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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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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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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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$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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