Digital Growth Diagnostic

Paradigm Strategic Planning

Boutique Perth-based financial planning practice led by Mark Rich providing holistic wealth, retirement, superannuation, estate and small-business financial advice to individual clients.

Trusted local expertise, but the website hides that credibility and loses premium enquiries.

Paradigm Strategic Planning has built a boutique reputation in Perth through Mark Rich’s 30+ years of hands-on financial planning and his Fellow Certified Practising Accountant credentials and authorised representative status (236931). That credibility is buried below the fold and the services page is presented as an embedded PDF, so high-value prospects cannot quickly confirm fit. As a result, predictable enquiries for retirement, superannuation and small-business advice are being lost at the moment prospects decide.

Your online reputation

Google star rating

Verified reviews

High

Reputation strength

Google Business Profile

Your online presence — what the data reveals

AI Visibility

Low

Authority Score

11

out of 100

Organic traffic

0

est. monthly visits

Traffic Trend

%

past 12 months

Organic Keywords

72

ranking terms

Keyword Trend

+186

%

past 12 months

Backlinks

149

total

Paid traffic

0

0 paid campaigns

Digital maturity

Level 2

out of 5

The good news:

Mark Rich’s 30+ years of experience and his Fellow Certified Practising Accountant qualification, plus his authorised representative number 236931 under AFSL 227748, are genuinely hard for a competitor to copy. You also run a deliberately small, high-touch practice in Perth that signals premium service. If the digital presence simply reflected those strengths, you could turn that reputation into predictable, higher-value enquiries and more selective new clients.

How your website scores

Message clarity
3/5
Trust signals
2/5
Conversion design
2/5
Visual maturity
3/5
UX total10 / 20

TECH STACK

CMS
WordPress
Analytics
Google AnalyticsWordPressGoogle Search ConsoleGoogle Tag ManagerGoogle Analytics 4

UX OBSERVATIONS

Hero headline is emotive but non‑specific and lacks service or Perth signalling; consequence: visitors cannot quickly determine fit and are more likely to bounce within the first 3–5 seconds.

Testimonials, ABN and text about decades of experience exist but are visually weak and buried; consequence: the site under-signals credibility so high-value prospects will not be reassured to initiate contact.

No prominent primary CTA or contact mechanism above the fold and no structured decision path from services to engagement; consequence: credible practitioner experience is not being converted into a straightforward enquiry flow, reducing predictable lead generation.

What this means:

With only about 7 visits a month and an authority score around 11, decades of credibility are not being seen by prospective high-net-worth clients. Although keyword count has grown to 63, the lack of a clear contact path and a visible presentation of Mark’s credentials means interest rarely converts into enquiries. Practically, that leaves you dependent on referrals rather than a predictable flow of qualified enquiries.

The three gaps holding you back

  • Credibility buried and deprioritised. This costs you immediate trust: Mark’s 30+ years, FCPA and authorised representative details are pushed below the fold and visually weak, so high-value prospects cannot quickly confirm fit (premium UX scores: message clarity 3, trust 2).
  • No obvious above‑the‑fold engagement action. This costs you conversion: there is no prominent primary CTA or structured path from ‘What We Do’ to contact, meaning the site cannot reliably turn reputation into enquiries despite having content and articles.
  • Service presentation fragments decision-making. This costs you qualified leads: the services page appears as an embedded/broken PDF and the site has almost no organic traffic (7/mo) and a low authority score (11), so online visibility and offer clarity are failing to support a decision-heavy financial service.

What's possible when these gaps are closed

  1. Showcase Mark’s credentials at the decision point

    Showcase Mark’s 30+ years, Fellow Certified Practising Accountant status and authorised representative number on the homepage so premium prospects can confirm fit within seconds. With roughly 7 visits per month, each visit must clearly establish credibility to avoid losing scarce opportunities.

  2. Create a clear above the fold primary action

    Create a clear above the fold primary action to turn interest into contact. A single, prominent Contact button and a short path from What We Do to booking will make reputation convert into enquiries. Even modest conversion gains would deliver a steady rise in enquiries for retirement and small-business advice.

  3. Present services clearly to speed qualified decisions

    Present services clearly to speed qualified decisions and reduce friction for prospects. Replace the embedded PDF with structured service pages that state outcomes, indicative fees and next steps so visitors can decide. With 63 keywords ranking and 149 backlinks already in place, clearer pages can lift visibility and attract more of the right visitors.

This report was prepared by Redfox Digital using publicly available SEO, UX and reputation data.

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Paradigm Strategic Planning homepage screenshot