Websites for Sydney financial planning practices, licensed in your own name or authorised under a dealer group: authorisation details people can check against ASIC's register, pages in your words for the clients you see most, from NSW public servants with State Super benefits to retirees weighing up a village contract, and a simple way to request a first meeting.
Someone searching for a planner in Sydney usually has a decision in front of them: when to stop work, what to do with a defined benefit, whether to sell the family home, how to set things up for the kids. Before they call, they want to know three things. Is this adviser authorised? Do they help people like me? What does the first meeting involve, and what does it cost?
Each adviser's name, authorised representative number and the licensee's AFSL, set out the way ASIC's Financial Advisers Register shows them, with a link to the register and to your current Financial Services Guide. If a client searches your name after the first meeting, what they find should match your footer word for word. Your licensee supplies the wording and we place it as given.
Police, teachers, nurses and other long-serving NSW government staff may still hold benefits in State Super's closed schemes: SSS, SASS or the Police Superannuation Scheme. If that's a large part of your work, a page in your own words saying so, naming the schemes and linking to State Super's own scheme pages, helps those members recognise that you understand their situation.
Many Sydney clients come to a planner when they're thinking about selling the family home, moving into a retirement village or paying for residential care. A page describing how you help with those decisions, with links to the NSW Government's retirement village information and My Aged Care for the official detail, shows you handle that work without the site setting out rules that change.
Estate planning, enduring powers of attorney and tax returns usually involve a solicitor or an accountant as well as you. If you coordinate with professionals you trust, a short section saying how that works (you introduce them, or you work with the client's own) answers a question many retirees ask on the first call.
In Greater Sydney at the 2021 Census, 57.3% of people spoke only English at home, and the next most common languages were Mandarin, Arabic, Cantonese, Vietnamese and Hindi. A client planning a parent's aged care often wants to talk it through in the family's first language. List each adviser's languages beside their photo; if you supply a page written in another language, we'll lay it out like the English pages.
Where you meet (an office in the CBD, North Sydney or Parramatta, the client's home, or video), how long the first meeting runs, whether it's charged, and what to bring. Then a short request form or a link to the booking tool you already use. Statements, tax file numbers and fact-find documents belong in your secure portal, which we link from the header rather than collecting through a web form.
The federal rules come first. Advice licensing is national, so a planner in Parramatta follows the same Corporations Act rules as one in Adelaide: restricted titles such as “financial planner”, the limits on “independent”, the best interests duty, general advice warnings and ASIC's guidance on balanced advertising. Our main page for financial planners sets those out. What changes in Sydney is the client base and the NSW arrangements your clients bring to the first meeting.
State Super members. State Super holds the defined benefit schemes for current and former NSW public sector employees. The State Superannuation Scheme, the Police Superannuation Scheme and the State Authorities Superannuation Scheme are all closed to new members, so the people still in them joined the public sector a long time ago. SASS is a hybrid of a personal account and an employer financed benefit worked out on a points formula, plus the SANCS basic benefit. Members who joined decades ago are reaching retirement now with choices about pensions and lump sums, and Aware Super's SASS pages encourage them to see a planner before deciding. If your practice advises these members, your site can say so plainly and link to the scheme pages, leaving the scheme rules to State Super.
Retirement village contracts. NSW villages operate under the Retirement Villages Regulation 2025, which requires contracts in a standard form with the village's disclosure statement attached. The NSW Government tells operators to give a prospective resident the proposed contract at least 14 days before signing, notes that residents can get independent legal and financial advice, and publishes a calculator for estimating the total costs of a village. For planners who help clients compare a village against staying put or moving into care, that's a natural page: how you look at the numbers, with links to the official calculator and to Seniors Rights Service, which offers free legal advice to older people in NSW.
Estate papers. In NSW an enduring power of attorney has to be witnessed by a prescribed witness, such as a solicitor or barrister, a licensed conveyancer, a Local Court registrar or an approved NSW Trustee and Guardian employee, and an enduring guardianship appointment has its own list of eligible witnesses. Planners aren't on either list. That's why a line saying which solicitors you refer to, or that you'll work with the client's own, is useful on a Sydney planner's site.
Who you're writing for, and how we work. About 795,000 people in Greater Sydney were 65 or older at the 2021 Census, spread from the Northern Beaches to Campbelltown, so naming the areas you see clients in person, and saying you meet others by video, is worth a line near the top. We're an Adelaide team on Hutt St and work with Sydney businesses by phone and email. We haven't built a financial planning site yet, and we'd rather tell you that up front. Your licensee can review the draft link before launch, and you pay nothing until the site is approved.
There's no financial planner in our portfolio yet. These two sites cover what a planning practice's site relies on: credentials set out clearly, and a straightforward path from reading about you to booking a first conversation.
A Sydney family dispute resolution practice. Priced packages link to online booking, and a five-step intake form gathers the background before the first session. A planner's first-meeting form that asks about the decision ahead, timing and which super fund the client is in works in the same way.
Visit the Resolve Forward site (opens in a new tab) See it in our portfolio
A Melbourne specialist anaesthetist who coaches doctors confidentially. Her about page covers her credentials and every page links to booking a discovery call: a similar pairing to an adviser profile with register details beside a “book an initial meeting” button.
Visit the Dr Tabara Dione site (opens in a new tab) See it in our portfolio
“He was incredibly hands-on, always available to answer questions, and made every requested change promptly and without hesitation.”
★ 5.0 from 33 Google reviews (opens in a new tab)
See all 14 recent client sites in our portfolio.
$399
A sole adviser: who you help, how you charge, your authorisation details, an FSG link, where you meet and a first-meeting request form, all on one page.
Our suggestion for most Sydney practices
$899
A home page, a “how we work and what we charge” page covering the first meeting and Statement of Advice, and an about page with each adviser's register details and languages.
$1,499
For a practice with several advisers: profiles, plus separate pages for retirement, State Super members, aged care and downsizing, business owners and fees and disclosures.
You can describe the work you do, in your own words, and name the schemes. Whether a word like “specialist” suits your practice is a question for your licensee, since ASIC's advertising guidance asks for a balanced message. We'd keep scheme rules and benefit formulas off your pages and link to State Super's scheme pages instead, so nothing goes out of date or reads as personal advice.
We'd link to the sources rather than copy numbers onto your site. The NSW Government's retirement village pages, its cost calculator and My Aged Care's fees pages are kept current by the people who run them. Your page explains how you help a client weigh those costs. If you do want a figure on the site, it should carry the date you checked it, and changing it later is a text edit our hosting covers.
We'd keep super statements, tax file numbers and fact-find documents out of a website form. Most practices already have a secure client portal for that; we link it from every page so clients can find it, and keep the enquiry form to a name, contact details and a line about what they'd like help with.
One site usually works: a contact page with both offices, the advisers based at each, parking or nearest station, and a note on who meets by video. Each adviser's profile names their office. That keeps your authorisation details and FSG in one place, which also makes your licensee's review simpler.
By phone and email. We're an Adelaide (South Australia) web design team working with businesses Australia-wide, and our current clients are in SA, NSW, VIC and QLD, including Resolve Forward in Sydney. You send your words, photos and licensee wording; we build the draft, your licensee can review it, and you pay once you approve it. We reply within 24 hours.
A sole adviser can start with one page at $399. Most practices suit the 3-page site at $899: fees and process get a page of their own. If you want separate pages for State Super members, retirement and aged care, or several adviser profiles, the 8-page site at $1,499 gives that room.
Tell us your licensee, how many advisers you have, the clients you see most and how they book a first meeting now. We'll quote it, build a draft your licensee can check, and you pay once it's approved.
We reply within 24 hours. Prefer email? info@webcraftstudio.com.au