We are very pleased to announce our new Pinpoint Financial Planning website is live and accessible at:
https://pinpointfp.wpengine.com/
The re-design and launch of our website signals a change in the way we would like to engage, communicate, inform and remain accessible and connected with our clients whilst still maintaining our valued face-to-face relationships and phone access. Our new website provides digital and social ways to connect and communicate 24 / 7.
Just like we prefer to engage, communicate and be informed using our smartphones these days, we have designed our website that responds well to any device you prefer whether it’s your smartphone, tablet or your desktop computer.
Our goal with the launch of our new website is to provide our clients with a better digital and mobile communications experience and platform.
We understand that our clients lead busy lives and that sometimes it simply is not convenient to ring within office hours that suit us to ask a question or to get a copy of the latest investment portfolios. So, we have transformed our website, so information is and can be accessible whenever and wherever you are.
Client benefits & features of our website
Our new website is all about helping our clients achieve their financial goals and aspirations and to provide flexibility and options in how we interact, respond and deliver our services. We also want to keep our clients informed and up-to-date with economic and legislative changes that affect financial planning strategies and client portfolios.
General Features
Responsive – Enjoy your website visit using your preferred device (smartphone, tablet and desktop)
Interactive – Stay engaged and interact
– Click on Questions like ‘Why is it important to invest?’ on the Home Page and you can read our articles
– Click on Book Now buttons to Make an Appointment online
– Click on Make an Appointment icons to Make an Appointment online
– Click on Make an Enquiry to ask a question online
– Click on Learn More buttons to learn about Financial Planning tips and strategies
– Click on Download PDFs to download client-friendly information across Financial Planning, Superannuation, Insurance, Retirement Planning, Aged Care & more
– Sign-Up to our e-Newsletter to receive important updates
Educational – Stay informed
– Resources section contains two (2) pages called Blogs and Guides
– Blogs section contains client-friendly and useful articles personal money management tips
– Guides section contains over 20 Financial Planning, Superannuation and Investment PDFs you can download
Accessible – Stay connected 24 / 7
– Client Login section contains Client Investor Logins to Investment Portfolios for BT, Netwealth and MLC
– Services section contains eight (8) Service descriptions on how we can help clients across Financial Planning, Superannuation, Personal Insurance, Investment Planning, Retirement Planning as well as refer you to our trusted partners for Aged Care Advice, Mortgage Broking and Estate Planning.
Social – Stay connected with us!
– Facebook Page: We are on Facebook which means you can now interact and communicate with us on our social platform
– LinkedIn: If you prefer to connect with Jay on LinkedIn, you can now click to view Jay’s LinkedIn Profile
Website Visitor Experience Guide
Our website contains six (6) pages or sections you can visit. These are the About Us, Testimonials, Resources, Services, Client Login and Contact pages.
Home Page
This will be the page you’ll land on when you type in our website address: www.pinpointfp.com.au
Our home page is a summary of all the different pages on our website.
From our home page it is easy to navigate to the other sections and pages of our website
About Us
You can learn more about:
– Pinpoint Financial Planning
– Jay Belevski
– Financial Planning
Testimonials
You can read the many testimonials received from our clients.
Resources
Our Resources section contains a Blog and a Guides section where you will many useful and handy tips, information and downloadable PDFs on financial planning related topics.
Services
You can learn more about the different Services we provide to our clients.
Client Login
You can login and view your Investment Portfolios with BT, Netwealth and MLC directly from our website.
Contact
You can contact us via email and find our contact details with a map of our office location.
We look forward to your visits, and appreciate your feedback on what works well and what we can improve to create a better experience for you or what other elements you would like to see more of in the future.
Prev Blog