Case study · Websites
MRA Consultancy
A website for an independent Swiss financial advisory firm
Designed and built a WordPress site for a Swiss wealth and family advisory firm, with dedicated service pages and a clear path to book a consultation.
- Client
- MRA Consultancy
- Service
- Website build
- Industry
- Investment & Asset Management
- Timeline
- Jul 23 – 31, 2026
- Role
- WordPress Developer
Overview
A multi-page WordPress website for an independent, Zurich-based advisory firm. It works with private clients and families who are building a life in Switzerland, many of them moving from Brazil. The firm covers wealth management, family planning, property and relocation, which is a broad and very personal offer. The site had to explain all of it calmly and clearly, and guide every visitor toward booking a first consultation.
What was built
- Homepage with an animated hero, a service overview and a consultation-led flow
- Services hub, with a clear note on which needs are handled through trusted partners
- Four service pages: Wealth Management, Family Advisory, Real Estate Solutions, and Relocation & Lifestyle
- Family Journey page mapping a family's move to Switzerland in six phases
- Banking Partners page explaining the firm's independent, multi-bank model and its regulation
- About page with an advisor section that pulls from the team profiles
- Contact page with tap-to-call, email, an enquiry form and a Google Map
- Global header and footer, with a Services dropdown and a mobile menu
Tech review
I built the site in WordPress on the lightweight Hello Elementor theme, with Elementor Pro as the page builder. The firm gets a visual editor for everyday changes, and the structure underneath keeps every page consistent. Qi Addons and ElementsKit supply the motion effects and the navigation.
Key build highlights
- 01
One design system, set once
Colors and typography live in Elementor's global settings:
- deep indigo and dark teal against warm off-white and soft grey
- Lato for headings and Open Sans for body text
- a fixed type scale from 14px to 65px
Every page draws from these settings. The site stays visually consistent, and a brand update happens in one place instead of page by page.
- 02
Shared header and footer
Both are built once as Elementor Pro Theme Builder templates and used on every page. On smaller screens the navigation collapses into a mobile menu.
- 03
One structure for every service
All four service pages follow the same sequence:
- a hero with breadcrumbs
- a short "how we work" section beside a layered pair of images
- a four-point "What's Included" grid
- a statement of the firm's approach
- a closing consultation call to action
Visitors know where to look on every page, and a new service can follow the same pattern.
- 04
Independence and regulation explained
Financial clients need clarity more than a sales pitch.
- Banking Partners explains why independence matters. It lists three plain advantages and has a section on the firm's regulation under FIDLEG, the Swiss Financial Services Act.
- The Services hub includes a "Note on Scope" separating what the firm advises on directly from what its partners handle.
- Family Journey turns the whole offer into six steps: wealth structuring, governance, real estate, relocation, education and long-term planning. A family can see where they fit.
- 05
Advisor profiles as structured content
Each advisor is a profile in a dedicated team section of WordPress, with its own page. The About page fills its team section from those profiles using an Elementor Pro Loop Grid, so updating the team means editing content, not rebuilding layouts.
- 06
Fades and a gentle parallax
Sections fade in as you scroll, hero headlines animate in, and the layered images move with a gentle parallax effect. The motion adds polish without pulling attention from the content.
- 07
Responsive layouts
Elementor's custom breakpoints give finer control over layouts than the standard desktop, tablet and mobile views.
- 08
A consultation button on every service page
Every service page, the Services hub, Family Journey and Banking Partners end with a "Book a Consultation" button. On the contact page:
- the phone number taps to call and the email address opens a new message
- an Elementor Pro form collects name, phone, email and message
- an embedded Google Map shows the location
The result
The site explains a complex, personal service in plain language, and every page leads to booking a first conversation.
Gallery
Inside the project
