Point B Planning
Company
Point B Planning delivers expert financial advice and tailored strategies to help clients build wealth, plan for retirement, and reach their goals.
Services
BrandingContentDesignMarketingWebsites
Rubix StudiosRubix StudiosPoint B Planning delivers expert financial advice and tailored strategies to help clients build wealth, plan for retirement, and reach their goals.
Services
Point B Planning is an independent financial advisory firm founded by Bill Truong, committed to helping clients achieve financial clarity, stability, and long-term growth.
With a client-first approach, Bill combines deep expertise in financial planning with a practical understanding of wealth management, superannuation, and retirement strategies. His focus is on education, transparency, and delivering tailored financial roadmaps that align with each client’s goals and circumstances.
Point B Planning provides comprehensive services across superannuation, investments, asset protection, budgeting, debt management, and tax advice. The firm’s structured process ensures every plan is actionable, measurable, and aligned with each client’s personal and financial objectives.
Built on trust, professionalism, and genuine client care, Point B Planning empowers individuals, families, and business owners to make informed financial decisions and achieve lasting success.
Clarity, trust, and performance.
Point B Planning partnered with Rubix Studios to rebuild its digital presence following the departure of its previous developer. While the handover was seamless, the existing site was overly complex, resulting in high maintenance costs and limited performance value. The structure, content, and SEO foundations did not align with the firm’s service model or target audience.
Rubix Studios redeveloped the website using WordPress, Elementor, and Crocoblock to deliver a streamlined, conversion-focused platform. The rebuild included full SEO expansion, Calendly integration, and a refreshed visual identity consistent with Point B Planning’s branding. Hosting, domain, and ongoing management were transitioned to Rubix Host for improved reliability and cost efficiency.
The result is a professional, purpose-built website that strengthens visibility, supports business growth, and reflects Point B Planning’s expertise in delivering trusted financial guidance.
Rubix Studios rebuilt Point B Planning’s website using WordPress, Elementor, and Crocoblock to create a clean, conversion-focused platform. The new design improves usability, enhances brand presentation, and ensures easy management for ongoing updates and scalability.
A comprehensive SEO strategy was implemented to strengthen visibility across financial planning, investment, and retirement keywords. All content, meta descriptions, and headings were rewritten and structured for search performance, supported by internal linking, schema data, and location-based pages.
We developed accurate and client-focused content that reflects Point B Planning’s expertise in financial advice, superannuation, and wealth management. The copy reinforces trust and credibility while improving engagement and lead conversion.
Calendly integration enables seamless appointment booking directly through the website, creating a streamlined experience for clients and improving lead conversion efficiency.
The visual design follows Point B Planning’s logo, colour palette, and brand identity. Every element was refined to communicate professionalism, confidence, and approachability consistent with the firm’s reputation.
Rubix Studios migrated Point B Planning’s hosting and domain to Rubix Host, ensuring performance reliability, security, and reduced running costs. This includes fully managed updates and technical support for continuous stability.
Point B Planning’s digital redevelopment has transformed its online presence into a professional, high-performing platform that reflects the firm’s credibility and client-focused approach. The new website delivers improved usability, consistent branding, and strong SEO performance, supported by reliable hosting and integrated booking functionality.
Through a complete rebuild, Rubix Studios positioned Point B Planning for sustainable growth with a website that enhances visibility, reduces maintenance costs, and supports lead generation. The result is a trusted, conversion-focused platform that communicates expertise, builds client confidence, and aligns seamlessly with the firm’s vision.