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. From A$12/month to connect a custom domain and remove branding.
A planning enquiry starts with understanding the practice
A person needs to know the advice scope and consultation process before discussing their financial circumstances. Without a website, a directory listing may leave those first steps unclear.
Explain the advice scope before the private conversation
Describe the services your practice actually provides and publish accurate practitioner information. Invite general consultation enquiries and explain how personal details are shared through your advice process.
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.
Does the template provide personal financial advice?
No. The form starts a general enquiry about your practice and consultation process. Personal advice must be provided through the appropriate direct engagement. The template does not recommend investments, assess a financial position or promise returns.
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$12/month or A$120/year with Pro; domain registration is sold separately. You can edit and preview the template before signing in to save it to your account.