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 ›
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 Recent additions, such as our News & Practice Updates, replace outdated newsletter distribution solutions and remove the prohibitive costs of a professional solution.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
We like being able to just send website changes and updates to PlannerWeb and they get done and aren't followed immediately by an invoice.
PlannerWeb Client
Feedback from a client using the services of our value-added bundle plans
The number of new clients/business added in the past 6 months is more than expected.
AcctWeb Client
Feedback from one of our very first clients using our Client Communication service
We had a planning day last Wednesday and the facilitators said that out of all the planners and accountants in the area we had the most concise, informative and user friendly website and that they couldn’t fault it. They were super impressed, so pat on the back to you guys!
AcctWeb Client
Feedback on the website that we built for our client in our Website Development service
Great articles! We are really happy with PlannerWeb. Love your work.
PlannerWeb Client
Feedback from a happy client commenting on our news article feed from our Interactive Content service
We would not hesitate in recommending PlannerWeb’s marketing solution
PlannerWeb Client
Feedback from one of our satisifed clients using our Client Communication service
I just had a look and it's just what I wanted. The landing page looks great. Thank you!
PlannerWeb Client
Feedback on a custom landing page integration to a client's existing site from our Website Development service
It looks great. Well done. Very exciting. Push the button. Ready to launch!
PlannerWeb Client
Feedback from a client that was very excited to get their brand new website online
This year's Advent Calendar is a nice touch. I particularly enjoyed today's quote.
Client of a PlannerWeb Client
Feedback from our well-received Advent Calendar Christmas Cards supplied in our Interactive Content service
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...
Financial planning has seen significant growth over the past two decades because, as a rule, it works. Unfortunately, there are exceptions that have...
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).
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.
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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.
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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
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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.
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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.
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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.
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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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.
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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.
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Message Window
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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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.
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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.
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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.
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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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.