Loudachris
SEO for Financial Planners

SEO for Financial Advisers & Planners

I help financial advisers and planners turn Google searches into booked first meetings.

You get advice pages, adviser profiles and a Business Profile that show local clients who you are and what you advise on.

You work with me directly, on month-to-month terms.

  • Enquiries from people researching retirement, SMSF and life-event advice near you
  • Adviser profiles and advice pages ready for your licensee's review
  • Published pricing from $1,500+GST a month, with me as your only contact
“Chris from Loudachris Digital Marketing did a great job for our website including some SEO keyword research and produced some specific content around that research. Chris was really easy to work with and in fact took all the work out of our hands for this!”
BAM Financial Planning, Google review

160+ 5-star Google reviews across Australia

Chris Lourenco, Director of Loudachris Digital Marketing

Work directly with Chris

Meet Chris →

Quick answer

SEO for financial advisers (also searched as financial planner SEO or SEO for financial advisors) gets an advice practice found in Google Maps and the organic results for searches like “financial advisor near me”, “retirement planning” and “SMSF advice”. It combines Business Profile optimisation, a page for each advice area, adviser profiles that match the ASIC Financial Advisers Register, licence details, general advice warnings, steady review growth and technical fixes. My website SEO plans start at $1,500+GST a month, month to month, and the content stays general and factual for your licensee to approve.

What Australians search when they need a financial adviser.

These are the searches that bring advice clients to a local practice. Demand is shown in relative terms, because the exact numbers shift every month.

SearchDemand (AU)Where it's answered
financial advisor near meHighAnswered in Google Maps, where a complete Business Profile with reviews carries it.
financial planner [city]HighThe core search. A city page with your advisers and a booking link answers it.
retirement planningHighA life-stage decision. A clear retirement advice page earns the first meeting.
smsf adviceSteadyNarrow and close to action. A dedicated SMSF page answers it.
financial advice [city]SteadyA trust-led search. Visible credentials, adviser profiles and reviews decide who gets the call.
personal insurance adviceSteadyOften prompted by a life event. A dedicated page explains your advice process.
self managed super fundGrowingEarly research. A factual guide with a general advice warning builds trust for a later meeting.
aged care financial adviceGrowingFamilies with a decision to make soon. A specialist page with a direct booking path serves them.

Demand shown qualitatively (relative search interest, Australia). I check the exact terms for your city and advice mix before I build.

The searches split 2 ways. Your Business Profile carries the near-me and city searches in Google Maps. Advice pages carry the life-stage searches (retirement, SMSF, aged care) by explaining the topic clearly and showing who you are. An advice relationship can run for many years, so each of these pages earns its care.

Where the clicks go on an adviser search.

A Google results page has 3 places your practice can appear. Each one is earned differently.

Google Maps listings

The local listings under the map answer 'financial advisor near me' and other ready-to-act searches. A complete Business Profile, a steady flow of genuine reviews and your real office location earn a place here, which suits a local practice.

Organic results

Below the map, organic listings answer the research searches: retirement planning, SMSF questions, aged care advice and personal insurance. A local adviser with clear, compliance-aware pages for each topic and city has a strong place here.

Paid ads

Ads sit at the top for instant visibility, and advice terms can run to around $30 a click. SEO builds the listings and pages that keep bringing enquiries with no cost per click, and the 2 work well side by side.

Want to see how your practice shows up for these searches?

Book a free strategy call and I'll look at your Business Profile, your advice pages and the searches your practice appears for. Rather start in writing? Answer 4 quick questions and I'll come back to you.

Book Free Strategy Call
“Chris worked on our business SEO and the impact and results for the business speak for themselves. A massive increase in traffic to our website and over the phone. Really easy to deal and always happy to help with any queries we have had since.”
Chris Brooks, Google review

Want the paid side handled too? See my Google Ads management, with room in every ad for the disclosures your licensee needs.

Advice Topics

Advice topics clients search, and where each one belongs.

Clients search for the decision in front of them. I map each advice area to the place it's best answered: a dedicated page on your site, your Business Profile, or both.

Page + Business Profile

Retirement planning

A dedicated page, plus a version for each city or region you serve. It covers who the advice suits, what the first meeting involves and how your fees work, with a booking link and a general advice warning.

Page

SMSF advice

A focused page on setting up, running and winding up a fund, written as general information, because SMSF searches are specific and deserve a page of their own.

Page + Business Profile

Aged care advice

Written for adult children helping a parent, who often search by suburb. Plain explanations of the process and a direct booking path suit families with a decision to make soon.

Page + Business Profile

Insurance advice

Life, TPD, income protection and trauma cover, explained as general information alongside your advice process, and listed as a service on your Business Profile.

Page, by suburb

Divorce and separation advice

A careful, discreet page for people dividing assets and super, written for the suburbs you serve. It sits comfortably beside the family lawyers and mediators who refer clients to you.

Your Business Profile lists each advice area as a service, and its posts point to the matching page. If your firm also offers tax and accounting, my SEO for accountants page covers that side.

If your group also runs an insurance brokerage, see my page on insurance broker SEO.

Trust signals Google and clients look for in an advice firm.

Financial advice is a “Your Money or Your Life” topic, so Google looks closely at who stands behind the advice. Clients do the same. I build these signals into every advice firm's site.

Adviser profiles that match the register

Each adviser gets a profile page with their name, qualifications, the advice areas they cover and their registration details, written to match their entry on the ASIC Financial Advisers Register. A client who checks the register sees the same person they read about on your site.

Licence details where clients look

Your AFSL number, or your authorised representative number and your licensee's name, sits in the site footer and on each adviser profile, and your Financial Services Guide is easy to find.

General advice warnings on educational content

Every guide on retirement, super or insurance carries a general advice warning in your licensee's wording, so the content informs readers while staying general information.

Real people and a real office

Photos of your advisers and premises, your office address on the Business Profile and the site, and reviews gathered within your licensee's policy. A cautious client feels they know who they'll meet.

I'm not a financial adviser or compliance specialist. From what I know of how advice firms present themselves online, these are the signals that matter, and I keep the work within the scope of SEO and your website. Your licensee or compliance team confirms the wording of every page before it goes live.

The local SEO playbook I run for advice firms.

The fundamentals, done properly, kept up every month and within your licensee's rules.

A Business Profile that stays active

The right categories (Financial Planner, Financial Consultant), your office and service areas, each advice area listed as a service, photos of your advisers and premises, and regular posts. It's part of every website SEO plan, and available on its own as a one-off optimisation for $750+GST.

Advice pages with real substance

A page for each advice area and city you serve, written as useful general information with your advisers' names on it, so Google and clients see clearly what your practice advises on.

A reviews routine your licensee approves

A simple, respectful way to ask happy clients for a Google review, agreed with your licensee first. Review count and recency support your Maps visibility and help a new client choose which adviser to call for a decision this personal.

Google Maps syndication, for calls while the site builds

Google Maps syndication works on your Maps presence, which is where many calls and booked meetings come from while your website SEO builds. It's $800+GST a month for 1 location or $1,450+GST for 2, sold separately from website SEO.

Want the deeper detail? Read about my local SEO service.

Real Client Results

Results from local businesses I work with.

My best-documented local result is Adam Nettleton of Adam Plumbing & Gas in Adelaide. Over 10 years he'd set 5 agencies the same goal of 30 new Google clients a month. With me, he went from 13 new Google clients a month to 41 by month 4.

Fine Automotive Detailing in Adelaide is another trust-led local business. Ali Haque went from renting a workshop in Broadview to opening his own in Mile End about 3 months in.

13 to 41

new Google clients a month by month 4, Adam Plumbing & Gas

8 years

Adelaide-based

200+

campaigns managed

Want to talk through your practice?

Call me and I'll look at how your advisers, advice areas and Business Profile show up on Google today, and where I'd start.

“The world of SEO and digital marketing can be confusing. Chris from Loudachris Digital Marketing managed to simplify it and make it easy to understand. Chris was generous with his time and knowledge and helped me to review my own marketing efforts.”
Joel E V, Google review

Questions financial advisers ask about SEO.

How much does SEO for financial advisers cost?
My website SEO plans for advice firms start at $1,500+GST a month for a suburb cluster, then $2,500+GST for a metro-wide plan and $4,000+GST across multiple cities, all month to month with no lock-in contracts. That covers your Google Business Profile, advice-topic and city pages, adviser profiles and licence details, a reviews routine and the technical work on your website. The plan follows the cities you serve and the advice areas you want clients for. You can see the full breakdown on our SEO pricing page.
How long does SEO take for a financial advice practice?
Each month I work through a set plan: Business Profile updates and posts, a new or improved advice page, adviser profile and licence-detail checks, and the review routine. I report the searches your practice appears for, the calls and direction requests from your Business Profile, and the enquiries and bookings from your site. When enquiries pick up depends on your city and how established your site is, so the report shows exactly what's moving each month. For a local business example, Adam Plumbing & Gas in Adelaide went from 13 new Google clients a month to 41 by month 4 with me.
Can a local advice practice compete with the banks and large licensees on Google?
Yes, on the searches that matter most to a local practice. Google's local results weigh relevance, distance and prominence, so a complete Business Profile, genuine reviews and a clear page for each advice area make you a strong match for someone nearby. Many clients want an adviser they can meet in person, which suits a local practice.
Can you do SEO for financial advice within the compliance rules?
I'm not a financial adviser, lawyer or compliance specialist, and I'm not your licensee, so your licensee or compliance team reviews everything before it goes live. From what I know, the pages and profile content I write keep to general, factual information about your process and credentials, carry a general advice warning on educational content, and leave room for the disclosures your AFSL requires. I keep the work within the scope of SEO and your website.
Should every advice area have its own page?
Yes. Retirement planning, SMSF advice and personal insurance are separate searches with separate results. I build a page for each advice area you want clients for, plus city versions where you serve more than 1 area.
Do you write the adviser profiles and advice pages?
Yes. Writing the pages is part of your website SEO plan. I draft each adviser profile and advice page from your input, then send it to you and your licensee for review before it goes live.
How does SEO work alongside referrals?
SEO adds the people searching right now to the clients your referrals bring. Referred clients often look you up on Google before they call, so the same advice pages, adviser profiles and reviews help them too.
Do you offer Business Profile optimisation and Google Maps syndication?
Yes. A one-off Google Business Profile optimisation is $750+GST: categories, a service for each advice area, service areas, photos and a review routine. Google Maps syndication is $800+GST a month for 1 location or $1,450+GST for 2, sold separately from website SEO, and it works on your Maps presence while the website builds.

Book Your Free Strategy Call

The call is 30 minutes, free, and with me. I'll look at how your practice shows up on Google and which advice searches I'd focus on first.

Or call 0403 454 199

Rather talk it through now?

Ring me on 0403 454 199. You'll speak with the person who writes your advice pages and looks after your Business Profile, every month.

“When you work with Chris, you only work with Chris. He doesn't outsource his work.”
Josh Williams, The Gut Guy, Google review

Help Local Clients Find Your Advice Practice

People searching for retirement, SMSF and financial advice in your city are ready to talk to an adviser. I'll build the advice pages, adviser profiles and Maps presence that put your practice in front of them.

160+ 5-star Google reviews across Australia. Prefer to type? Tap Chat with Chris in the corner of the screen.

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