A financial advice website built for trust, compliance and search
Wealth Architects is a boutique financial planning practice offering wealth, retirement and insurance advice through advisers across Australia and New Zealand. We built and optimised a WordPress site that speaks to each audience the practice serves, keeps the licensing disclosures regulators expect in view and ranks for the advice terms clients actually search.
The challenge
Financial advice websites have to do three jobs at once: reassure, comply and convert. The goals were to:
- Present wealth advice and insurance advice as two clear service lines
- Speak separately to high-net-worth individuals, retirees, families, businesses and groups
- Show correct AFSL and authorised representative details for Australia and FMA licensing for New Zealand
- Help prospective clients find an adviser near them
- Give existing clients easy access to portals, policy review and claim forms
- Publish a Knowledge Centre that supports search and client education
- Improve on-page SEO without rewriting the headings the practice had already approved
Project features
The site is built on WordPress and Elementor with a who-we-help structure: landing pages for high-net-worth individuals, retirees and families on the wealth side and for individuals, businesses and groups on the insurance side, each linking to the relevant advice pages and a find-an-adviser path. Leadership, adviser and location pages give the practice a human face, and separate wealth and insurance client portals sit in the main navigation.
Our on-page SEO program, delivered first as a written review and then applied in wp-admin, covered Rank Math titles and meta descriptions, heading hierarchy, internal linking, image alt text and schema. The approved H1s on the core advice pages were left as they were, so the practice’s own language stayed intact.
Custom WordPress website
Modern responsive design
Mobile-first development
SEO-friendly website structure
Audience landing pages for wealth and insurance clients
Find an adviser and office locations
Licensing and general advice disclosures
Knowledge Centre blog
Policy review, policy summary and claim forms
Client portal links
Rank Math on-page SEO
Ongoing website maintenance and support
Results
Prospective clients can see within a page whether Wealth Architects is for them and how to reach an adviser, while existing clients get straight to their portal or a form. The SEO work gives each advice page a clear target and a tidy structure for search engines without disturbing copy the practice had signed off.
Services provided
Custom website design
WordPress development
On-page SEO
Responsive web design
Ongoing website maintenance and support
About Wealth Architects
Wealth Architects is a boutique financial planning practice with offices across Australia and advisers in New Zealand through Wealth Architects NZ. The practice provides retirement planning, investment and superannuation advice, estate planning, cash flow and debt management and personal risk insurance for individuals, businesses and groups. Advisers operate as authorised representatives of Insight Investment Services (AFSL 309996) for wealth advice and Bombora Advice (AFSL 439065) for insurance, and Wealth Architects NZ holds a full FMA licence.
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