Trusted online presence for planners — live in 5 days
When someone searches "financial planner near me," they choose whoever looks most credible. We build you a professional site that displays your AFSL credentials, ranks locally, and converts visitors into booked discovery meetings.
Built for independent advisers, boutique practices, and authorised representatives across Melbourne, Sydney, Brisbane, and regional Australia.
Sound familiar?
Most financial planning practices lose potential clients every week because of these problems.
Prospects can't verify your credentials
After the Royal Commission, Australians research financial advisers thoroughly before making contact. Without a professional site showing your AFSL, qualifications, and experience, prospects move on to someone they can verify.
Invisible in local search
People search "financial planner [suburb]" and find your competitors or industry fund websites. No website means no local ranking — and no ranking means prospects don't know you exist.
Referrals drop off before booking
An accountant or solicitor refers a client to you. They Google your name, find a bare LinkedIn profile or nothing at all, and book with someone who has a proper online presence instead.
Generic sites that don't convert
Your licensee gave you a template page that looks like every other adviser on the network. It doesn't differentiate you, and it certainly doesn't generate inbound enquiries.
Everything a financial planning practice needs online
Built specifically for how advisers attract clients — credibility, compliance, and clear service presentation.
AFSL & Qualifications Displayed
Your AFSL number (or authorised rep details), FASEA-compliant qualifications, CFP/FPA membership, and years of experience — all displayed prominently to build immediate trust.
Local SEO for Your Suburb
Rank for "financial planner in [your suburb]" with structured data, Google Business Profile integration, and suburb-targeted content pages.
Service Area Pages
Dedicated pages for retirement planning, SMSF advice, insurance, wealth accumulation, estate planning, and Centrelink optimisation. Each page speaks directly to a specific client need.
Adviser Profile Pages
Individual profile pages for each adviser showing qualifications, specialisations, and a professional photo. Prospects want to know who they'll be working with before they call.
Educational Blog Content
We write compliance-safe articles like "How much super do I need to retire?" that drive organic traffic and demonstrate your expertise without giving personal advice.
One Fixed Monthly Price
Hosting, updates, support, and content — all included. No surprise invoices. Cancel anytime.
How it works
From first conversation to a live website in 5 business days.
Tell Us About Your Business
Fill in the form below. We'll research your area and build a custom site concept — free, no obligation.
Review & Approve
See your site design before you pay a cent. We'll refine it until you're happy.
We Build & Launch
5-day turnaround from approval to live. Domain setup, SEO, content — all handled.
We Manage, You Grow
Monthly content, updates, and support included. Your site gets better every month.
Financial planner sites we've built
Real websites for real financial planning practices on the TradeDraft platform.
Screenshot coming soon
Demo Planner
Financial PlannerRichmond, Melbourne
Screenshot coming soon
Demo Planner
Financial PlannerNorth Sydney, Sydney
Screenshot coming soon
Demo Planner
Financial PlannerFortitude Valley, Brisbane
Simple, transparent pricing
Start with Standard. Upgrade as your business grows.
No lock-in contracts · Cancel anytime · All plans include hosting & SSL
Everything you need to get online and start getting calls.
+ $750 one-time setup
- Custom-designed website
- Mobile-responsive design
- Edit your own pages anytime
- Hosting & SSL included
- Local SEO setup & structured data
- Google Business Profile setup
- Google Analytics tracking
- Ongoing support & updates
- Domain setup assistance
For businesses ready to rank higher and grow faster.
+ $750 one-time setup
- Everything in Standard, plus:
- 4 SEO blog posts per month
- Monthly performance report
- Priority support
- Premium typography (20,000+ fonts)
Full-service digital presence with AI and dedicated support.
+ $750 one-time setup
- Everything in Growth, plus:
- AI-powered chat widget
- AI-generated content drafts
- Client analytics dashboard
- Dedicated account manager
What our clients say
“After the Royal Commission, clients want to verify everything. My TradeDraft site shows my AFSL, qualifications, and client reviews upfront. The trust is built before we even meet.”
Client testimonial
Melbourne Financial Planner
“I was getting all my clients from accountant referrals. Now I also rank for "financial planner North Sydney" and get direct enquiries from people ready to start planning.”
Client testimonial
Sydney Financial Planner
“The blog content drives consistent traffic without crossing compliance lines. Articles about super contributions and retirement readiness bring in exactly the clients I want.”
Client testimonial
Brisbane Financial Planner
Frequently asked questions
Do financial planners need their own website?
Your licensee may give you a profile page, but it ranks for their brand — not yours. After the Royal Commission, Australians research advisers thoroughly before making contact. A professional website that shows your AFSL, qualifications, and client testimonials is the difference between getting the enquiry and being passed over.
Will my site rank on Google?
We build every financial planner site with local SEO from day one — structured data, Google Business Profile integration, suburb-targeted pages, and monthly blog content. Most clients see meaningful improvement within 2-3 months.
How do you handle compliance?
We display your AFSL number (or authorised representative details), required disclaimers, and general advice warnings on all relevant pages. Blog content is written as general information, not personal advice. We work with you to ensure your site meets your licensee's compliance requirements.
Can you build pages for SMSF and retirement planning?
Yes. We create dedicated service pages for every area you advise on — retirement planning, SMSF, insurance, wealth accumulation, estate planning, aged care, and Centrelink. Each page targets specific search terms and speaks directly to the client need.
How much does it cost?
$750 one-time setup + $149/month. That covers design, hosting, SSL, support, and ongoing updates. No lock-in contracts — cancel anytime with 30 days' notice.
How quickly can my site be live?
5 business days from when you approve the design. We build fast because our platform is purpose-built for professional services.
Can I update my own site?
Yes. You get full admin access to edit text, images, and pages. Any changes to service descriptions or disclaimers can go through your compliance review first. Or email us and we'll make changes for you — it's included.
Do you include adviser profile pages?
Yes. Each adviser gets their own profile page showing qualifications (CFP, degree, post-grad), specialisations, years of experience, and a professional photo. Prospects want to know who they'll be working with before they book a discovery meeting.
Websites for other trades
Get more planning clients from Google
Tell us about your practice and we'll build a custom site concept — free, no obligation.