Credentials up front
FSP number, licence categories and professional memberships such as SAICA or SAIPA, shown clearly.
Web design for financial services.
Websites for financial advisers, accountants and insurance brokers, built around credentials up front, advice by life stage and secure first steps. Packages from R5,000 once-off.
- South Africa
- 4 core features
Web design for financial services, explained
What should a financial services website do?
A financial services website must build trust before the first meeting: who you are, what you are licensed and qualified to do, who you help and how a client relationship works, with the disclosures your regulator expects.
People choose a financial adviser, accountant or broker in South Africa on trust: qualifications, regulatory status and a sense that the firm understands their situation. Many check the FSCA register or ask for referrals before they make contact.
Prospects research quietly, often after a referral, and contact the firm when a life or business event forces the decision. Credentials up front and advice by life stage usually matter most.
What customers check
Why do financial firms need more than a brochure website?
A financial services website is often checked after a referral, by someone deciding whether to trust you with their savings or their business. Credentials, disclosures and real explanations of how you work carry more weight than slogans. A firm that publishes clear, compliant guides also gives prospects a reason to return before they are ready to book.
Financial services websites at a glance.
What shapes a website for financial advisers, accountants and insurance brokers in South Africa.
| Financial services | |
|---|---|
| Who we build for | Financial advisers, accountants and insurance brokers |
| How customers decide | Prospects research quietly, often after a referral, and contact the firm when a life or business event forces the decision. |
| Pages most sites need | Services by client type, About the advisers, Disclosures and complaints, Book a consultation, Insights and guides |
| Systems we connect | Client portals, secure document upload, calendar booking and CRM |
| Rules to respect | Financial services providers are licensed by the Financial Sector Conduct Authority (FSCA) under the FAIS Act and must disclose their FSP status; credit providers register with the National Credit Regulator; and client data falls under POPIA. |
| Package that usually fits | Business Website, with a client portal quoted separately |
What a financial services website needs to do.
Four features we design every project in this sector around.
Advice by life stage
Pages for retirement, business owners, young families and estate planning, written for each situation.
Secure first steps
Booking and document upload that keep personal information out of ordinary email.
Plain-language insight
Articles and guides that explain tax, retirement and risk without promising returns.
Where financial services websites lose customers.
The problems we see most often on financial advisers, accountants and insurance brokers’ websites, and how we fix them.
What goes wrong.
- Missing FSP disclosures
- Return figures without context or risk warnings
- Clients emailing ID copies and statements
- Generic copy that could belong to any firm
What we do.
- Required disclosures in the footer and on advice pages
- Fair, balanced wording reviewed with your compliance officer
- Secure upload through a client portal
- Content written around your real client types
How we work with financial advisers, accountants and insurance brokers
A clear journey. No guesswork.
Four steps, from the first call to a launched financial services website you can test on your own phone.
- Step 1
Understand
Your business, customers and goals shape the brief; pages, functionality and scope are agreed in writing.
- Step 2
Design
Layouts and a customer journey in your brand, refined with you on a live preview link.
- Step 3
Build
Responsive development with content structure and Core Web Vitals in mind.
- Step 4
Launch
Cross-device checks, SEO essentials and handover, with care plans if you want them.
Website packages for every stage.
The same published packages for every industry. Final scope is confirmed in your quotation.
Starter Website
R5,000once-off
Up to 5 pages, mobile-first, contact and WhatsApp setup, basic on-page SEO.
- Timeline
- 1–2 weeks
Business Website
Most popularR10,000once-off
5–12 pages, custom UI, CMS and blog, speed work, schema and lead forms.
- Timeline
- 1–5 weeks
Premium Website
R25,000–R60,000+once-off
Fully custom design, animation, advanced SEO structure and integrations.
- Timeline
- 3–6 weeks
For financial services, we usually recommend the Business Website, with a client portal quoted separately. Full details on the web design page.
How much does a financial services website cost?
Our packages are the same for every industry: Starter R5,000, Business R10,000 and Premium R25,000–R60,000+, all once-off. For financial advisers, accountants and insurance brokers, the Business Website, with a client portal quoted separately.
How long does a financial services website take?
A Starter site takes 1–2 weeks, a Business site 1–5 weeks and a Premium site 3–6 weeks, depending on content, approvals and integrations.
What disclosures does a financial adviser's website need?
At minimum, your FSP number and licence status, your complaints process and a privacy notice. We build these into the template and leave the final wording to your compliance officer, because the FAIS General Code of Conduct and your licence conditions are yours to confirm.
Can clients upload documents securely?
Yes. Instead of asking clients to email ID copies and statements, we add a secure upload or client portal, which keeps sensitive information in one controlled place and supports your POPIA obligations.
Which rules apply to financial services websites in South Africa?
Financial services providers are licensed by the Financial Sector Conduct Authority (FSCA) under the FAIS Act and must disclose their FSP status; credit providers register with the National Credit Regulator; and client data falls under POPIA. We design with these in mind and leave legal sign-off to you and your advisers.
Your next chapter starts here
Your financial services website.Let’s make it matter.
Tell us about your business and what customers need from your website. We’ll reply with the right package and next step.
[email protected]+27 82 639 0925