Assure Wealth is a Sydney-based financial planning firm focused on helping busy professionals, families, and executives “make smarter money decisions, declutter their finances, and build a financial game plan from where they are today to where they want to be.” They offer tailored advice in areas such as wealth creation, superannuation, mortgage reduction, self-managed super funds (SMSFs), and protection planning.
Project Overview
The website serves as the firm’s primary digital platform: presenting their services, demonstrating credibility, generating enquiries (book a 15-minute consultation), and clarifying the client-journey for prospective clients.
The goal was to deliver a design that is professional, trustworthy, modern and intuitive—aligned with Assure Wealth’s messaging (“Be sure of it”, “financial game plan”, etc.)—while supporting responsive performance, easy content updates and lead capture functionality.
My Role
As the web developer, I was responsible for:
- Building the front-end and back-end of the site: converting design assets into a responsive, cross-device implementation.
- Structuring service pages (e.g., “Managing Your Money”, “Pay off your Mortgage Faster”, “SMSF Setup”) so visitors easily find relevant content.
- Implementing enquiry/consultation booking forms and “book your call” CTA flows to drive lead generation.
- Ensuring compliance, accessibility and site performance—given the target audience includes busy professionals and executives.
- Setting up easy CMS usage so the firm’s staff can update blog posts, team bios, client testimonials, and services without heavy developer involvement.
Results
The completed website delivers:
A strong foundation for future scalability as the firm grows, without sacrificing speed, clarity or user-experience.
A polished, professional digital presence that reflects Assure Wealth’s brand and target audience.
Clear pathways for client engagement: visitors understand the value proposition, service areas, and can easily schedule a consultation.
A flexible architecture that supports ongoing content updates (blog, team, service changes) with minimal friction for the client.
