Tired of constantly pressing referral sources for more leads? Need a new lead source for your financial adviser staff?

Then we have something that can help…


Whether you are a financial planner, or a financial adviser dealer group, you can now subscribe to this service so you can get quality leads and focus on what you really are good at – PROVIDING QUALITY FINANCIAL ADVICE.

Financial Adviser Lead Generation – How Does It Work?

Wealthify is a specialist lead generation firm for the finance industry, and we have developed this online solution that has the capacity to target Australians who are in need of expert financial advice from professionals.

Our team of lead generation specialists will manage the whole lead generation process.

We guarantee that you’ll get financial advice leads generated in the name of your business and delivered straight to your inbox!  

All the key elements required for financial planners to run a successful online lead generation are included in your monthly subscription:

  • Landing page templates
  • Ad copy & campaign management
  • Conversion optimisation
  • Web design & creative direction
  • Copy writing
  • Customer Relationship Management (CRM) platform
  • Geo-targeted to your city/region
  • Personalised support
  • Lead management guide
  • FREE Gift ‘lead magnet’ eBook
  • And more!

“Can I Just Use Google or Facebook Ads?”

Of course you can try to generate your own financial planning leads using Google or Facebook Ads. But many financial advisers who attempt online advertising themselves (or even with an agency) get a poor result – or no result at all. 

Lead generation requires specialised set of skills that require years of digital marketing experience in at least four disciplines:

  1. Creative direction
  2. Copywriting
  3. Web Design
  4. Conversion optimisation

You may struggle in generating your own leads if you get even one of those elements wrong. It’s not surprising why most financial advisers who choose to do this DIY fail, then give up and return to the traditional referral models.

Get Quality Financial Planner Leads with Wealthify

It’s super easy for financial advisers to sign up for financial adviser leads using Wealthify online platform. Here are additional features:

  • It runs on a monthly subscription.
  • Forget about long-term contracts!
  • You can stop & start at any time.
  • The leads often start flowing just 48 hours after the purchase.

Don’t worry about spending too much as we offer different size packages to cater to your needs:


Feel free to leave a comment below or contact the Wealthify team on 1300 410081.



Leave a Reply

  1. Avatar

    Hi there

    I’d like to know how I can generate financial planning leads effectively and efficiently.

    1. Avatar

      Hi Olu, are you asking us to teach you how to generate financial planning leads? We have a financial adviser leads product where we do it all for you, but if you’re trying to do it yourself you will need (at least) the following:

      – a great landing page with a powerful value proposition
      – targeted traffic sources from Google Ads & Facebook ads
      – a CRM to capture the lead data
      – auto-responder emails to respond and nurture the leads

      I hope this helps. You might also consider this video lead generation https://viddo.com.au/ solution

      Cheers, Ben

  2. Avatar

    Does this also work for brokerage firms

    1. Avatar

      Hi Andrew, when you say ‘brokerage firms’ do you mean lead generation for stock / share brokers? Or mortgage brokers? If you are a stock broker looking for leads, we can assist but that is more a custom campaign via our digital marketing agency Sydney firm, https://webbuzz.com.au/

      Please call the office on 1300 41 00 81 to discuss, or try our chat bar. Thanks, Ben