Fictional example business with illustrative copy, photos and contact details. The enquiry form is disabled.
Example and image credits
AI-generated illustrative image made for Cockatoo. Example business names, services, hours and details are fictional; replace them with your own before publishing.
Local layout
Free financial planning website template
Give people looking for planning consultations or retirement planning one place to understand what you offer and get in touch. Start with this editable financial planning template and make it your own.
Free forever for one page. A$29/year to connect a custom domain and remove branding.
Without a website, the next step can be unclear
A customer looking for planning consultations needs to know whether your business is a good fit before making an enquiry. A business name on a directory or a social post may not explain retirement planning, the other work you handle or how to reach the right person. Without a website, customers have to piece that information together or ask you the same introductory questions.
Put your financial planning information in one place
Use this one-page template to introduce your business, explain planning consultations and retirement planning, and share your contact details. Add your own words and relevant photos, then publish a page you can link from listings, social profiles and messages. The contact form gives visitors a way to send an enquiry for you to follow up.
What to include on your financial planning website
Use these as starting points, then keep only the services or products your business offers.
- Planning consultations
- Retirement planning
- Financial reviews
Explain your advice scope and consultation process without giving personal financial advice through the template.
The Local layout provides an editable starting point: Clear and welcoming, with contact details first.
Financial Planning website template FAQs
What should I put on a financial planning website?
Start with your business name, an introduction and accurate descriptions of planning consultations, retirement planning and any other services or products you actually offer. Explain your advice scope and consultation process without giving personal financial advice through the template. Add current contact details and relevant photos you have permission to publish. The suggested services are examples to edit, not a claim about your business.
How can visitors enquire about planning consultations?
Add your phone number and public email, and use the included contact form for enquiries about planning consultations. Explain what information would help you respond, such as the service or product required and the visitor's preferred next step. You review the enquiry and confirm availability, scope and any quote directly with the customer.
Can I customise the financial planning template without coding?
Yes. Edit the business introduction and service list, replace the examples of planning consultations and retirement planning with your own offering, and choose your colours and font. Add your photos and preview the result before publishing. You can add an HTTPS link to an existing booking or ordering service if your business uses one.
Is the financial planning website template free?
Yes. One hosted page is free forever, with a Cockatoo website address and branding. It includes a contact form and enquiry inbox. Connecting a custom domain and removing Cockatoo branding costs A$29/year; domain registration is sold separately. You can edit and preview the template before signing in to save it to your account.