Your clients are checking you online before they check their portfolio
Most Kiwis won't hand over their money to someone without a website. We build financial advisers and brokers a professional, compliant site in a single day.
Book a Discovery CallYour clients are checking you online before they check their portfolio
Most Kiwis won't hand over their money to someone without a website. We build financial advisers and brokers a professional, compliant site in a single day.
No website means no trust — and in finance, trust is everything
New Zealand's financial advice landscape has shifted permanently. Since the new Financial Services Legislation Amendment Act took effect, every Financial Advice Provider (FAP) needs to be licensed and transparent. Clients expect to verify your credentials online before they book a meeting — and if they can't find you, they'll find someone they can.
Too many Kiwi financial advisers, mortgage brokers, and insurance specialists are still operating with nothing more than a LinkedIn profile or an outdated page buried in their dealer group's website. Meanwhile, the new generation of clients — the ones rolling KiwiSaver into managed funds or buying their first home — are digital-first. They research online, compare options, and expect a modern experience.
The real risk isn't just lost clients. Under FMA regulations, your disclosure obligations include making certain information readily available. A website isn't just marketing — it's a compliance tool. Without one, you're making life harder for yourself and raising questions you shouldn't have to answer.
What you get in a day
Compliant adviser website
A clean, professional website that meets FMA disclosure requirements. Your FAP licence details, complaints process, and adviser profiles displayed clearly and accessibly.
Service pages & specialisations
Clearly structured pages for each service you offer — KiwiSaver advice, insurance, mortgage broking, retirement planning — so clients understand what you do and for whom.
Online booking integration
A booking system connected to your calendar so prospects can schedule an initial consultation directly. No more phone tag.
Client testimonials & trust signals
Social proof displayed properly — testimonials, industry affiliations (Financial Advice NZ, NZFSG, Newpark), and professional credentials front and centre.
Mobile-optimised design
Built for how clients actually browse — on their phones, often during lunch breaks or commutes. Fast, clear, and easy to navigate on any device.
Domain, hosting & compliance footer
We handle domain registration, hosting, SSL, and email setup. Your footer includes required disclosure statements and links to your dispute resolution scheme.
How the day works
Morning brief
A 30-minute call at 8am. We learn about your practice, your ideal clients, your FAP details, and your service offerings. You share your headshot and any compliance documents — then carry on with your day.
Design & build
Our team builds your site while you meet with clients. We structure your disclosure information, write your service descriptions, and create a design that communicates trust and professionalism.
Review at lunch
Around midday we send a preview link. You check the content is accurate, the compliance details are correct, and the tone feels right. We adjust through the afternoon.
Live by 5pm
By end of day your website is live — booking system connected, disclosure information published, Google Business profile updated. You're findable and compliant.
What changes after launch
Instant credibility
Prospects who Google you find a professional website instead of a blank page. First impressions in finance are everything — and now yours is working for you.
FMA compliance confidence
Your disclosure obligations are met with a properly structured website. Adviser details, complaints process, and FAP licensing information all publicly accessible.
More consultations booked
Online booking removes friction from the enquiry process. Advisers typically see a noticeable increase in booked meetings within the first fortnight.
Referral-ready
When existing clients refer friends and family, those referrals can find you instantly and book themselves in — no need to chase up contact details.
Frequently asked questions
Yes. We structure your site to include the disclosure information required under the Financial Markets Conduct Act — your FAP licence number, adviser details, complaints process, and link to your dispute resolution scheme (IFSO or FSCL). We're not lawyers, so we recommend you have your compliance team review the final content.
Absolutely. Many advisers under dealer groups like Newpark, NZFSG, or Consilium have their own websites alongside the group's. We'll ensure your site complements your group's branding while giving you your own digital identity.
We'll create clear service pages for each area. Clients searching for 'mortgage broker Auckland' or 'life insurance adviser NZ' will find relevant content rather than a generic overview.
The Build in a Day site focuses on booking consultations and providing information. Secure document upload and client portals are better suited to our Grow or Scale services where we can implement proper encryption and audit trails.
A good headshot makes a significant difference in financial services — clients want to see who they're trusting with their money. A smartphone photo against a plain background works if you don't have professional shots yet.
When regulations change, you'll need to update your disclosures. We build on a platform you can easily edit yourself. For ongoing support, our Cloud plans include regular updates and compliance checks.
Ready to talk about financial services & fintech?
Book a free discovery call. No sales pitch — just an honest conversation about what your business needs.