For Your Practice
Website Traffic Reports (NEW)
WordPress Support (NEW)
Outsource some or all your marketing function (NEW)
A vault per Clients
Content Management System (CMS)
Secure Client Portal
Digital Marketing (NEW)
Online Marketing Consultant
$455 per year / $37.95 per month
Included in the WedgeTail bundle and pricing options 2, 3 and 4
12 editions of 5-8 articles per month for both planners and accountants – some clients subscribe to both and both can be added to any website. Planner examples here and here. Accounting examples here and here.
Our articles keep your website up-to-date and ticking over with well written, interesting and engaging content. Integration is automatic so you won’t have to lift a finger.
Articles are easier for clients to access than a newsletter and they tend to do better in search engines as well. With our supply all you have to do is send an e-mail to your clients with hyperlinks back to your website which is always better because of extra brand exposure, education, display of your professionalism, exposure to other services, etc.
We are even sending these e-mails for some of our clients – see Digital Marketing for more details.
Free if you’re a WedgeTail Buindle subscriber
$15 per month if articles already supplied
$65 per month if no articles currently supplied
This service automatically updates social media pages with the news articles we add to your website, plus any you add as well. These updates always link back to your website where you prefer the viewer to end up.
It’s very important to keep your brand and services front and centre at every opportunity rather than staying locked in social media worlds or linking off to a 3rd party site.
You can also add your own articles when you have time and they too will be uploaded automatically on the date you set.
Bundle subscribers need to advise us first if they’d like this service activated.
$275 each, includes a voice over if required
One LP is included in the WedgeTail Bundle, Bundle option 3.
A landing Page is a page specially added to your website to help generate sales. You then e-mail all, or groups, of your clients to generate traffic back to the site and to educate them so they can refer you more readily to their own networks.
Landing Pages are the best way to promote the services you want to develop and/or specialise in areas such as TTR, SMSF and Superannuation. Such pages look to promote a response through various calls to action and some will include a video and voice over for added effect and results.
$110 per report
Included in: WedgeTail, Option 2, Option 3, Option 4
These reports analyse data about your website that’s generated by either Google Analytics or AWStats, the latter relates to sites we host.
They track and analyse your website’s traffic and summarise it into an easy to understand report outlining what’s happening with your website in general but, more importantly, what has resulted from any digital marketing you’ve done.
Included also, on occasion, will be suggestions to help develop further the ways you benefit from having a website.
$275 per audit
Search engine optimisation (SEO) can be expensive but there are a number of areas in a website’s structure that can be improved that can make a difference to your ranking and listings in search engines.
The primary aim of this service is to advise you on where improvements can be made. However, it does include some work to actually improve your site’s performance such as directory listings and a check of your website’s content to make sure everything is well structured.
The cost of an SEO Audit is credited against the costs of our professional SEO service should you want to go further down the SEO road within 3 months of the audit being done.
$550 per month for the first three months
$250 per month for the next three
Search engine optimisation (SEO) will increase how your site is listed and ranked in a search engine. The ultimate aim is to get onto Page 1 for a given keyword or phrase.
Such improvements will increase traffic to your Website which, in turn, often generates extra leads and sales.
Page 1 listings are the aim of any SEO work but it is complex, time consuming, labour intensive and depends on how competitive key words and phrases are sought after by your competitors.
Our videos make a great addition to your website, whether it be on the home page, a page about your services, a special video page or a purpose built landing page.
Videos help deliver your message in a concise and interesting way that helps the viewer understand the benefits being offered and helps stimulate a response/lead.
Each video has your logo watermarked and can be embedded with a custom thumbnail unique to your website.
Domain and Hosting: $175 per year
Hosting: $125 per year
The domain hosting we offer is both professional and competitively priced. We have very fast servers (something Google likes) and this background allows us to answer a broader range of related questions than almost anyone else can; plus our clients have never had to wait on the phone.
Our hosting is controlled by the cPanel management system.
$250 + GST
We have written content that focuses on 21 small business types plus tradespeople in general. This is primarily for our accounting clients but would also offer search engine benefits for financial planners.
The content itself is simply ‘bolted-on’ to your website. Your webmaster can do this or we can for a small fee.
Time and expertise are required to properly market a practice and its services if short term sales are to be generated and long term growth achieved.
However, for a long time practices have tried to perform this business function but have struggled for the reasons noted above.
We have the time and the expertise to perform this task for you and at a price and in a manner that gets the job done. The opportunity cost of the past is replaced by more positive outcomes.
Contact us today to discuss how we can help.
$325 per year
Included in: WedgeTail, Option 4
A very simple to use and popular system for sending and receiving files to and from your clients. 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.
Simple Content : $45 per page
Detailed SEO Content: $135 per page
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. All you need do is ask.
This way you save a lot of time and trouble plus the job gets done in a more timely manner.
$1,250 + GST
A marketing plan is neither marketing or selling. It is all about setting down in writing what the practice’s objectives are for the next 3-5 years.
In almost every practice the Principals know what they want to achieve but it needs to be documented properly because not doing so makes it harder to determine what the best strategies are for attaining these goals. Plus a proper plan helps staff focus on the bigger picture as well.
Also included in a simple marketing plan is how best to implement those strategies; how to monitoring performance; and who is to do what tasks. As time passes this process should be repeated.
We have over 30 years experience completing marketing plans and have developed a method that is simple and cost effective while still delivering the above benefits.
From $186 + GST per month
90-100% of your new business comes from your client base but it’s all organic. Our portal allows you to develop this potential properly to increase short term turnover and generate long term growth.
Includes a secure client portal for storing, sharing and managing clients documents, plus cash flow and budgeting tools.
Includes practice development resources such as organisation of clients into groups by age and services received plus you can integrate your referral partners. This process starts to identify the potential sales in your client database, helps generate more business from referral partners and allows you the chance to improve access to client’s networks. The latter can increase database potential 3-4 times.
Finally, our portal, powered by FACTSonline, can be used to market to clients through an e-mail marketing module.
All add up to turning your website into a digital office.
$175 per year
Included in: WedgeTail, Option 4
eWombat is a search engine designed and built by PlannerWeb for planners and accountants. This search engine is unique in that it only searches relevant Australian websites and all at the same time. Information relating to the keyword(s) entered is then displayed in a ‘tab per site’ format so the viewer can compare what is on each. This is the only way to ensure nothing important is missed.
For example, don’t miss something on Centrelink when looking on the ATO wesbite. Searched sites include the ATO, SROs, Worksafe, ASX, ABN Lookup, ABR and AUSTLII.
eWombat can be added to any website as another way to generate traffic to your website.
Included in: WedgeTail, Option 4
A Message Window is all about delivering messages to existing and potential clients when they visit your website.
An example. You send an HTML e-mail to one or more clients that carries your main message, including hyperlinks back to your site, and includes something extra on one or more of the other services you offer.
When the client ‘lands’ back on your site, the latest news page for example, there is one or more extra messages in the message window that they can’t miss.
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 give you access to their own networks, and the latter can increase the potential of your client database by 3-4 times.
Included in: WedgeTail, Option 4
Our Information Ticker is designed to provide extra information for your clients but, more importantly, it’s main role is to provide movement to a site.
We know from experience this movement aids viewer concentration and the longer they stay on your website the greater the chances of a response.
Included in: WedgeTail
For a number of reasons the page links, menu links and hyperlinks in a website can become broken. The result is a poor image for your business.
As part of the annual renewal of your WedgeTail bundle subscription we will include a thorough check of all the links on your website looking for and fixing any that no longer link as they should.
Broken links make the practice look out-of-date and unprofessional.
$15 per image
Free if a WedgeTail bundle subscriber
We subscribe to over 10 million images at thinkstockphotos.com.au, a Getty Images company.
We use several images when we build a website and our WedgeTail bundle clients can obtain, at no extra cost, 3-4 more images per year for adding to their site’s content, for use on Landing pages, etc.
$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.
$225 per year if not included in a bundle
We use two CMSs for building our websites. One is known as Iggy, an Australian invention, and WordPress, the industry standard.
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.
See The cost of a solution for more details.
$275 per year
This is a service that simply provides a repository for ideas, thoughts and notes on what works and what doesn’t. It also includes broader industry, but related, marketing, social media and selling information.
The aim is for your staff to have a place to go to read up on many of the issues related to marketing and developing a financial planning business.
Accessed only via the PlannerWeb website.
Available only to bundle subscribers
We always given something back to our WedgeTail bundle subscribers.
For example, when a website needs to be rebuilt (every 3-4 years) we don’t charge the website industry’s normal prices of between $2,800 and $4,000+. Instead we charge $1,375 which means we effectively give a year’s WedgeTail bundle subscription back every few years. Doing this means we’re all winners.
Even subscribers to our smaller bundles get a discount that’s equal to a year or more of their subscriptions when they have us rebuild their website.
$125 per year
Want to add a private (username and password) or public area or page to your website in just a few minutes. Do so by adding a SoW module.
Benefits include providing certain clients with extra information; providing a document area for staff when they’re away from the office; storage for client records and forms; or add a type of ‘intranet’ to a website.
A SoW module can even be accessed by an invisible pixel for added privacy.
$79 per month
Our solution, eBroadcast, is an upgrade to the financial tools we provide. eBroadcast is also part of the larger practice development portal for supply.
The purpose of this system is to give our clients control, through their own website, of all e-mail campaigns. It is an alternative to MailChimp.
The more you use your own website to develop your practice the more valuable it becomes to your practice’s future.
$475 per year
$186 per year with bundle option 3
Included in: WedgeTail, Option 2 and Option 4
Help improve client’s financial literacy.
This is a collection of interactive financial tools that clients can log onto via your website to perform tasks such as a budget, analyse cash flow, analyse their superannuation, and determine insurance needs. This service adds significantly to the interactivity of your website as well as offering your clients extra support and value for their money.
Only available in the WedgeTail bundle
The content on almost all websites is often limited in detail and volume which, in turn, impacts adversely on the practice’s performance in search engines such as Google.
This service checks your website content to make sure everything is well structured and makes suggestions on areas that can be improved.
From $1,375 to $2,200 available with Iggy CMS or WordPress CMS
We’ve built over 2,000 websites for financial planners and accountants. Today they are all fully responsive (they automatically scale to fit device size) and our pricing is more cost effective than the normal website industry.
We deliver website based marketing solutions not just a website and CMS. This means we supply modern websites, interactive content, and great support (at no extra cost in most cases). Others supply just a website, a CMS and will charge you for support.
We build using either WordPress or Iggy CMSs. Click here for more on our website/content/support options.
$110 per hour
Clients can ask us questions about anything to do with the internet and our broad experience means we can answer them all – very few can claim to do this. Support ranges from keeping a website up-to-date; an ADSL query, a domain hosting issue; help with virus/spam/ransomware protection; and digital marketing.
We are probably unique in the breadth of questions we can answer. Our response time is often immediate. If you have a WedgeTail bundle then no extra invoices, we charge after 2-3 queries for the lesser bundles.
Not just support but a part of your team.
i. Ongoing support to ensure all modules used to build your website are up-to-date. If they are not up to date your website could be closed down due to security issues. $22 a month
ii. We can update the content on your website and the normal update cost is around $45 – 65 per time.
Many practices have a website built using WordPress (we can tell you if you don’t know) but for one reason or another these sites are not supported that well and access to edit content is time consuming and difficult.
We have all the expertise you need and we’ve been here for over 17 years. Our sole focus is to help financial planners and accountants so if you have a site that’s in need of improved support then please don’t hesitate to contact us.