Oak Tree Finance

Oak Tree Finance is a calm, trustworthy website template for financial planners, wealth advisers and small advice practices. It’s built around what clients look for: clear services, upfront fees and an easy way to book a first call.

Pages

Home, Services, 5 service pages (CMS), Fees, Insights, 6 article pages (CMS), About, Contact and 404.

Highlights

• Interactive compound growth calculator with adjustable defaults and colours, no code needed • “What would you like to sort out?” goal picker that links to each service • Services and Insights run on the CMS, with related articles, related services and SEO fields • Transparent fees page with three pricing cards and FAQs • Booking form section, reusable across pages, plus a full contact form • General advice warning, licence details and insurance commission disclosure already in place • Fully responsive, with scroll animations and a scrolling marquee • Shared colour and text styles: change one colour and the whole site updates • Reusable components for the header, footer, buttons, service rows and article cards • Fits Framer’s Basic plan, with 2 CMS collections • Includes a Read Me page in the project with setup steps

Good to know

Content is written for Australian financial advice practices and uses placeholder details. Replace the adviser, contact details, ABN/AFSL numbers, fees and document links with your own, and have your licensee review all content before going live. Photos are free Unsplash images for demonstration.