Web Design & Development

WealthSafe

Australian tax minimisation and asset protection advisers with three distinct client types and one site trying to speak to all of them. We built a path for each.

Client
WealthSafe
Service
Web Design & Development
Platform
WordPress + Elementor
WealthSafe website on desktop
WealthSafe website on mobile

The Work

What We Did

WealthSafe advises business owners, investors and crypto holders on legally reducing tax and protecting assets. Three audiences, three very different situations, and advice that only makes sense once you know which one someone is in.

The site now sorts visitors before it explains anything. A self-selection module on the homepage asks what best describes you, then routes to Staying in Australia, Moving Offshore or Crypto Investor, each with its own qualification criteria and outcomes.

Everything points at one action: booking the free 15-minute suitability assessment. In a considered-purchase category, a short qualifying call converts far better than asking for the sale on the website.

  • Full rebuild on WordPress with a three-path structure by client type
  • Interactive self-selection module routing visitors to the right service
  • Deep service architecture under Move Offshore covering tax residency, CGT planning, offshore structures and compliance review
  • Assessment booking form as the single conversion point, repeated down the page
  • Video, testimonials and review signals placed where trust is decided, since this is a high-consideration purchase
  • Client area and free education sections integrated into the same structure

Tell Us What You're
Trying to Fix

One call, no pitch deck. You'll get a straight answer on scope, timeline, and cost, with no obligation to go ahead.

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