🚀 Live in 5 Financial Advice Beta Programme launching mid-April! Limited to 5 advisers at a significantly discounted launch rate. Apply for Beta Here →
Build Authority. Drive Growth.
We build high-converting Visibility Machines for NZ Financial Advisers and Mortgage Brokers. Deploy a compliant, high-performance website in as little as 5 days.
Productized Visibility Systems
Engineered for Search & Conversion
Your website should be your most reliable lead generation tool. Our framework integrates four foundational visibility enhancements to build a powerful infrastructure for steady growth from day one.
1. The Local SEO Blueprint
A large portion of your highest-converting traffic comes from people searching "mortgage broker near me" or "financial adviser [My Suburb]".
Our Approach: We fully optimize your Google Business Profile (GBP) with your FAP license, keyword-rich services, and embed the Google Review API directly onto your new homepage.
2. Schema & AI Search Ready
AI models (like ChatGPT) and Google need strict code verification that you are a legitimate financial entity to cite you as an authority.
Our Approach: We inject strict FinancialService JSON-LD schema. We map your FMA license, physical address, and operating hours directly into the code to help you earn Google's "Rich Snippets" and improve your chances of being cited in AI Overviews.
3. Programmatic Location Pages
Ranking for broad terms like "Auckland CBD Financial Adviser" takes time. We help you target localized traffic by building specialized pages.
Our Approach: Using dynamic data, we spin up 10-15 FMA-compliant localized landing pages (e.g., "Ponsonby", "Grey Lynn") that are structurally optimized to attract local search traffic in your target radius.
4. The OttoKit "Market Update" Loop
Google and AI engines favor websites that are consistently updated, but writing weekly RBNZ updates takes valuable time.
Our Approach: Our AI engine reads the latest OCR or FMA news, drafts a compliant 400-word update tailored to your niche, and sends it to your inbox. You click approve, it publishes, establishing your firm as an active authority.
Built Specifically for NZ Financial Professionals
Whether you need complex, AI-powered lead-gen tools or simple booking integration, our framework is customized for your exact discipline.
Mortgage Brokers
Integrated, AI-powered borrowing power calculators and clear pathways for first-home buyers and investors.
Wealth & Investment
Project authority with FMA-compliant disclosures, AI-driven retirement gap tools, and secure client portal links.
Insurance Advisers
Educate clients on risk, capture highly qualified leads using custom AI insurance needs/gap assessments, and highlight policy differences.
Financial Planners
Build long-term trust through detailed service pages, team bios, and automated market updates.
Choose Your Growth Engine
Transparent pricing. No hidden fees. Tailored timelines with monthly retainers that actively fund your organic lead pipeline, not just "hosting."
The Foundation Engine (Standard)
A high-converting, compliant online presence designed to capture qualified leads and establish immediate trust. Delivered in 5 days.
- ✓ 5-Page FMA-Compliant Website
- ✓ Custom AI Lead-Gen Calculator Engine
- ✓ Adviser Bios & Disclosure Integration
- ✓ Secure Lead Capture Forms
- ✓ Fast, Secure WordPress Hosting
- ✗ Local SEO Blueprint
- ✗ OttoKit AI Market Updates
The Visibility Machine (Growth)
A robust inbound foundation. We don't just build the site; we deploy automated systems to steadily enhance your local search presence. Deployed in 10 days.
- ✓ Everything in Standard, plus:
- ✓ The Local SEO Blueprint (GBP setup & Review API)
- ✓ Schema & AI Search Optimization (Rank in ChatGPT & Google AI)
- ✓ Programmatic Suburb Pages (Rank everywhere)
- ✓ The OttoKit SEO Loop (Weekly AI Market Updates)
- ✓ Priority Monthly Support
The Process
Your New Advisory Funnel in 4 Steps
Select & Secure
Choose your package (Foundation or Visibility Machine), sign the compliance agreement, and pay the deposit to lock in your build week.
The Data Handover
Provide your FSP number, disclosures, branding, and target suburbs via our secure WebKit. Your 5 or 10-day build sprint begins.
Build & Integrate
We design the site, build your custom AI lead-gen calculator, and (if on the Visibility Machine package) hook up your Schema, GBP, and OttoKit engine.
Launch & Grow
After one round of revisions, we push the site live. Your automated marketing loop starts running in the background immediately.
Adviser FAQs
How do you handle FMA compliance and disclosures? ▼
We build specific, hardcoded sections for your required Publicly Available Disclosure statements. We map your FSP number into the site footer and the underlying Schema markup to ensure you meet all regulatory digital footprint requirements.
Will my website show up in ChatGPT and Google AI Overviews? ▼
Getting cited by AI engines is known as Answer Engine Optimization (AEO). AI models look for highly structured data, clear FAQ formatting, and authoritative trust signals (like FMA numbers mapped into Schema code). Our Visibility Machine package builds this exact infrastructure to help AI engines recognize you as a leading local expert when clients search for financial advice.
What exactly is the "OttoKit Market Update Loop"? ▼
Included in the Visibility Machine package, this is an automated system where our AI (OttoKit) reads official RBNZ or FMA news once a week. It writes a compliant, educational 400-word summary tailored to your niche (e.g., mortgages or wealth) and loads it into your website as a draft. We email you; you click approve, and it goes live. This keeps your site fresh for Google without eating up your time.
What are the "AI Lead-Gen Calculators"? ▼
Static contact forms don't convert well anymore. We build dynamic, AI-powered tools (e.g., "Borrowing Power Estimator", "Retirement Gap Tool", or "Insurance Needs Assessment") where users input their details, and our AI generates a personalized result. They must enter their email to get the final detailed report, acting as a high-converting magnet for qualified leads.
Will I own the website and the domain? ▼
100%. You own the domain name and the website outright. The monthly retainer covers the secure hosting, technical maintenance, plugin licenses, and (if on the Visibility Machine tier) your ongoing automated SEO software loops.
How do the Programmatic Suburb Pages work? ▼
If you operate in Auckland, we generate targeted landing pages for "Mortgage Broker Ponsonby", "Financial Adviser Grey Lynn", etc. These pages are properly structured to catch local search traffic that a generic homepage will miss. We build these during the initial 10-day sprint.
For full details on our service agreement, please view our Terms and Conditions.
Your Digital Growth Partner
Hi, I'm David Yates
I created 'Live in 5' to provide financial professionals with a premium, high-performing digital asset without the lengthy development cycles. You need a system that captures local search traffic and converts it into qualified client meetings. That's exactly what we build for you, in just one to two weeks.
Ready to build a stronger digital presence for your advisory?
Let's build your new financial advisory funnel in as little as 5 days.