Financial planner: what an answer engine needs to see
An answer engine cites the pages that state their facts explicitly. For a financial planner, that means the items below: each one a short, self-contained sentence a machine can lift and quote. Put them in plain text on the page, name the services in the client's own words, and say who the firm does not act for.
Services and facts an answer engine needs from a financial planner
- The advice areas: retirement planning, superannuation, investments, insurance inside super, aged care.
- The client types and the asset range you work with, if you have a minimum.
- Whether you are fee for service, commission, or a fixed fee for an initial plan.
- Your Australian financial services licence and your professional body membership.
- Whether you are independent, and what that means for the products you recommend.
Why these facts
We work with people approaching retirement The answer engines quote what they can parse, so each item above belongs in plain text on the page, not only in a brochure or a photo.
.What makes a financial planner page citable?
The advice areas, the client types, the fee model, the licence and the professional body. A model will not match a retirement query to a page that never says retirement.
Does fee structure matter to an answer engine?
It is a fact buyers search for, so stating fee for service or fixed fee is worth a line.
Reviewed and updated 15 October 2026.