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Life Path Financial Planning

Life Path Financial Planning
Life Path Financial Planning
Life Path Financial Planning
Life Path Financial Planning
Life Path Financial Planning
Life Path Financial Planning
Life Path Financial Planning
Life Path Financial Planning

What does the business do?

Brisbane Financial Planners and Advisors who help people get the most from their money at every stage of life with tailored financial planning.

What was the main problem?

They had an old outdated site that looked like they only specialised in retirement advice, which is only one of their offerings. They needed a site with clear user paths for their 3 core customer personas that showcased their incredible team.

Want to see it live?

Web Site

What we did to optimise their website for conversions:

Move from overwhelming service menu to user paths

Instead of showing all services on the website, they were grouped into 3 easy to follow user paths based on someone’s stage in life. Then the appropriate services are listed for that person in their section of the site.

Focus on building an email list

A library of free resources previously existed. Now, in order for someone to download them, they need to enter their details.  This allows our client to follow up with their prospect and send ongoing newsletters.

Showcase the team

LifePath has an incredible team that is now front in centre in tow sections – advice and administration teams.

Build trust

On each life stage service page there is a focus on building trust through 3 areas: their unique process is clearly explained, credibility points are illustrated such as how many offices they have and their licenses, plus there is a Google reviews section.

Become our next success story

New Website

Do you need a new website or are ready to revamp the one you've got? Our website packages will get you more leads and sales fast!

Website Care Package

Have a WordPress website & need help with updates and backups? We can do that for you so your site loads fast and doesn't crash.

Social Media Marketing

If you want more sales online social media is channel you can't ignore. Contact us to learn about our organic posting and ads packages.

Marketing Training

Do you or your team need to brush up on your digital marketing? Choose how you learn! Book in now for our online or in-person training.