Can I put my AFSL or authorised representative number on the page?

Yes. Add it to the role line or the bio, or add a Section Heading and a short text block near the bottom. Every line on the template can be edited.

Can clients send me documents through the card?

The card links to wherever you collect documents today. On Pro and Team, Secure Share lets you send statements of advice and agreements as tracked, password-protected links, and E-signature collects signatures with an audit trail.

Will enquiries from the page reach my CRM?

Add a Lead Capture Form and enquiries land in your SwfTap Leads inbox, with optional alerts in Slack or Teams. Leads export in formats ready for HubSpot, Salesforce, Pipedrive and Zoho CRM.

Does it cost anything to use the Financial Adviser template?

No. All 24 templates are on every plan, including the free Starter plan, with no card required. Pro adds more QR codes, Secure Share and E-signature when you need them.

Professional template

Financial adviser digital business card template

Calm and trustworthy: a bright office photo, a friendly portrait and a clear first step.

Financial planners
Accountants and mortgage brokers

Use this template Open full preview

Free on every plan. No card required.

The Financial Adviser template as a visitor sees it on a phone

Who it's for

Who the Financial Adviser template suits

People choose a financial adviser on trust, and they decide quickly whether you seem approachable. This template opens on a bright office photo and a friendly portrait, then offers a free 20-minute chat as the first step, which is a much smaller ask than a full appointment.

The second button explains how your fees work. Putting it on the card answers the question most prospects are too polite to ask in person. Existing clients get a portal link, so one card serves both audiences. It suits planners, accountants, mortgage brokers and anyone who meets clients face to face and follows up in writing.

See how it fits into a working week in the guide for teams and organisations.

What's on it

The blocks this page is built from

Portrait or logo
Name
Role or tagline
Company
Short bio
Buttons
Phone and email
Social icons
Contact exchange

Buttons on the sample page

Book a free 20-minute chat
How our fees work
Client portal

Rename, reorder or remove any of them. You can also add blocks the sample doesn't use, such as a lead capture form, bookings from Google Calendar or Calendly, or a Buy Now button.

Design details

Fonts, colours and layout

Headings: Fraunces
Body text: Fraunces
Brand colour: #0F5F4F
Background: Cover photo
Header: Round portrait
Buttons: solid, pill
Colour scheme: Always light

Deep green with Fraunces headings reads as steady rather than flashy. Pill buttons in a solid fill, a soft green tint behind the page and a cover photo of a sunlit office. Light colour scheme throughout.

Make it yours

Three steps from template to your page

STEP 1
Start from Financial Adviser
Create a free account with the Financial Adviser template selected. It is the starting design in step two of setup, and you can still pick another.
STEP 2
Add your details
Your name, role and photo replace the sample ones. Sample links and sample photos are cleared, so nothing points at someone else's business. Then add your own buttons, products or gallery.
STEP 3
Publish and share it
Publish when it looks right. Share the page as a link, a dynamic QR code or an NFC card, and update it any time without reprinting.

Use the Financial Adviser template