Financial Planner Web Design Case Study

Learn how Bloomtools created a professional website and email marketing system for client-focused financial planners, Wealthfarm.

Wealthfarm is Queensland based financial planning company that prides itself on its strong relationships with clients.  They offer a wide range of services from financial planning advice, workplace financial planning, business succession planning and lending services.  All their services are based on the philosophy 'What you have is just the start.  What you do with it is the difference'.

The Brief

Wealthfarm had just been re-branded and needed a functional, professional site that reflected their new image, positioned them as experts and made information easily accessible for visitors.  They wanted to integrate their offline marketing with their website and allow prospects to book into their education seminars online.  They also needed Search Engine Optimisation strategies that would boost their search engine ranking and help them stand out in a competitive market.

The Solution

Bloomtools was able to build a website that met all the needs of Wealthfarm.  The graphic design team created the streamlined, modern site that matched the company's new branding.  The site featured spaces that the business could update themselves to promote their latest advertising campaign and upcoming seminars, which people could book and pay for online.

Wealthfarm positioned themselves as a market-leading expert with an article library and a regular email newsletter with financial tips and guides.  Their search engine ranking was increased through built-in SEO features on their website and keyword and link-building strategies.

The Response

"The Bloomtools database marketing system, Ezy Communicator, is an integral part of our business success.  The added value we provide our clients with newsletters, surveys and special offers has resulted in retaining clients, stimulating some clients to get back into contact with us and has also increased our referrals which is very helpful in these tough economic times.  Bloomtools have been an excellent provider for the design and development of our business website and online marketing. We have been proud customers for over two years and I will continue to recommend Bloomtools to any business that wants to have a strong and professional web presence."

Nicholas Sinclair, Owner, Wealthfarm Financial Planners

Tools Used


Does your business need an Internet marketing plan like this? Contact us here if you would like one of our expert consultants to evaluate your business and recommend strategies that will suit your unique business and target market.

< Back to case studies