CASE STUDY · MERLEA INVESTMENTS

A more credible digital presence for an investment business needing clear service positioning and enquiry pathways.

Merlea Investment financial planning website
Client

Merlea Investments

Sector

Financial Services · Self-Licensed Practice

Services

Website design, lead-generation forms, WordPress development, Google Ads foundations, hosting and email setup

Outcome

A unified digital home across four state offices

Project Context

Merlea Investments needed a website that could present the business professionally, explain its services and support enquiries from potential clients. The project required a practical balance of trust, clarity and lead-generation readiness.

The Brief

  • Create a professional website that gives the business a stronger first impression.
  • Clarify the main services and who they are suited to.
  • Place enquiry forms where users are most likely to take action.
  • Set up the technical foundations needed for launch and future advertising.

What Kenny+Kathy Delivered

  • A multi-page WordPress website with clear service sections and contact pathways.
  • Lead-generation forms placed at natural decision points.
  • Mobile-responsive design and development.
  • Hosting and email setup for a smoother launch process.
  • Google Ads foundations prepared so the site can support future campaign activity.

Outcome

Merlea Investments now has a more professional website platform that can support enquiries, referrals and future marketing with clearer service communication.

Have a similar project in mind?

If your service business needs a clearer online presence before investing in marketing, Kenny+Kathy can help plan and build the right foundation.