Dib Advisory
A clear, calm website for a financial planning practice in Eight Mile Plains, showing how its advice works with the group's accounting and legal firms, with a secure way for clients to send documents.
What they needed.
Dib Advisory is the financial planning and wealth management practice in a family of firms that also includes accounting and legal practices. Its website needed to move off its old WordPress hosting, and their team wanted a clearer site that explains how advice works across the group, points people to the right service and gives clients a safe way to send their documents.
How we solved it.
Lead with the whole picture
The home page opens with 'Advice that sees the whole picture' and shows the advisory alongside the group's accounting and legal firms, with links to both.
Start from the goal
A 'What would you like to sort out?' guide turns six common goals, from retiring comfortably to paying less tax, into a short plan and a link to the right service.
Six services, plain English
Superannuation, insurance, investment, retirement, estate and tax advice each have their own page, and a four-step 'How it works' explains the path to a Statement of Advice.
A safe way to send documents
Clients upload documents on a private page that's kept out of search. Files go straight to the practice's inbox and nothing is stored on the website.
Key features.
Dib Advisory now has a fast, clear website that explains joined-up advice in plain English, helps visitors find the right service from their goal and gives clients a secure way to send documents.
- Goal guide linking six common goals to the right service
- Six service pages and a plain-English 'How it works'
- Corporate Authorised Representative of Orion Wealth shown up front
- Secure document upload, with nothing stored on the website
- Spam-protected contact form delivered straight to the practice inbox
- Fast, mobile-first build on Cloudflare, moved off WordPress without losing email