Financial Advisor Website Design for Melbourne Professionals

Couple in Balwyn planning retirement. They search "financial adviser near me" on Google. Seven advisers show up. Three have professional websites explaining their services and qualifications clearly. Four have basic sites with stock photos and vague service descriptions.

Who gets the appointment? The ones who look credible, competent, and trustworthy.

Why financial advisers lose clients online

Financial advice is personal. People are trusting you with their retirement, their savings, their kids' education funds. If your website doesn't establish credibility immediately, they're not booking a consult.

Common website problems that cost financial advisers clients:

• Services too generic — "wealth management" doesn't tell someone if you help with retirement planning
• No adviser bio or credentials visible — who are you? What's your experience?
• No explanation of fee structure — people assume you're commission-based and don't trust you
• Client outcomes not shown — what does success look like working with you?
• No specialisation clear — do you work with retirees? Young families? Small business owners?

The financial advisers getting quality clients are the ones being transparent. Clear services. Visible credentials. Fee structure explained. Client outcomes shared.

What a financial adviser website needs

Financial adviser websites need to build trust before the first meeting. Here's how:

Service breakdown by client type or life stage.Retirement planning. Wealth accumulation. Pre-retirees. Young families. Small business owners. Each client type has different needs. Speak to them directly with dedicated pages.

Your credentials front and centre. CFP, DFP, RG146, SMSF specialist — whatever your qualifications, display them prominently. Years of experience. Professional memberships (FPA, AFA). ASIC authorisation details. People need to know you're legitimate.

Fee structure clearly explained. Fee-for-service? Percentage of assets under advice? Fixed retainer? Hybrid? Be transparent. The advisers hiding their fee structure look like they've got something to hide. The ones being upfront win trust.

Client success stories (anonymised). "We helped a couple in their 50s consolidate super and create a retirement income strategy targeting $80k per year." Real outcomes. Not generic "we help clients achieve their goals."

Your investment philosophy explained. Are you conservative? Growth-focused? Passive index funds? Active management? ESG investing? Clients want to know your approach aligns with their values before they book.

Online booking for discovery meetings. Make it easy. Someone researching advisers at 9pm can book straight away instead of waiting till tomorrow to call (if they remember).

SEO for Melbourne financial advisers

Financial advice searches are competitive in Melbourne. Someone searching "financial planner Melbourne" or "retirement planner Hawthorn" sees established firms with strong SEO. You need to compete.

Financial adviser SEO requires:

• Service pages targeting specific searches (retirement planning Melbourne, SMSF advice, etc.)
• Suburb-specific pages if you serve particular areas (Financial Adviser Balwyn, Hawthorn)
• Blog content answering common questions ("How much super do I need to retire in Melbourne?")
• Google Business Profile optimised (yes, advisers need this too)
• Client testimonials visible (credibility for Google and potential clients)

We built a site for a fee-for-service adviser in Camberwell specialising in pre-retirees. Within three months they were ranking first page for "financial planner Camberwell," "retirement planner Hawthorn," "fee-for-service adviser Melbourne." Blog content targeting retirement questions drove consistent organic traffic.

How we build financial adviser websites

Financial adviser websites need to look professional and trustworthy. We build them with Next.js — secure, compliant-friendly, and modern.

What's included:

• Service pages for each offering (retirement planning, wealth accumulation, SMSF, estate planning)
• Adviser profile pages with credentials and experience
• Fee structure page (transparency builds trust)
• Client success stories or case studies (anonymised, compliant with regulations)
• Investment philosophy page (explains your approach to portfolio management)
• Online booking for discovery meetings (Calendly integration)
• Blog setup for financial planning guides (SEO and client education)
• Compliance-friendly disclaimers and disclosures (we'll help structure them)
• Google Business Profile setup and optimisation
• Mobile-responsive design (works perfectly on all devices)
• Hosting and support for the first year

Starter package ($1,995) suits sole practitioners. Professional package ($4,995) includes multiple adviser profiles, comprehensive service pages, blog setup, and advanced SEO.

Premium package ($7,995) adds brand design and an ongoing content strategy to build authority and organic leads.

If you're a quality adviser with happy clients but your website\'s website's outdated or you're not getting organic leads, that's a website problem. Modern site, clear messaging, transparent fees. That's what wins trust in 2026.