Yes they are. All Wealthify financial planning leads ‘opt in’ voluntarily and must a) answer screening questions and b) validate their mobile phone number before becoming a lead for you. If they don’t answer all the questions and verify their number they don’t become a lead.

That’s not to say however, that every lead is ‘ready to transact’ right at this very minute. Targeting leads by where they are in the ‘buying journey’ is impossible. Any other financial adviser lead generation company who says they can do this is full of ‘BS’.

In the world of lead generation, you get what you pay for. Wealthify is a premium financial services lead generator:

• All lead quotas are guaranteed (if you pay for 20 leads, that’s what you’ll get)
• We collect more data on each lead (up to 7 fields of information)
• We use mostly Google (Facebook mortgage leads are notoriously disengaged)
• All leads are generated under your brand name
• Dedicated account manager + support help desk
• We NEVER recycle or re-sell leads

Operating since 2016, we have generated thousands of leads and run campaigns for hundreds of mortgage brokers & financial advisers. We’ve done workshops and webinars with the MFAA, and many aggregators. We’re not perfect (who is?), but we are reputable, experienced and competent. We care about the result you get and will work with you to help ensure you get a good ROI.

See question 2, above. Yes you will find cheaper options than Wealthify leads in the market if you look hard enough – we’re not for everyone. But most likely those leads will be generated mostly from Facebook with only a name & email, & non-validated mobile number or ‘recycled’ from old databases.

If you are looking at other (cheaper) options, do your research & ‘buyer beware’ If it sounds too good to be true, it usually is.

We primarily use Google Ads to drive web traffic that gets turned into leads for financial advisers (you). Any experienced lead generator or digital marketing agency knows leads from Google are generally way more engaged than Facebook leads, and more likely to be actively looking to use your service.

1. We build a high-performance branded landing page for you
2. We drive targeted traffic (from Google) to the page
3. They have to answer all 7-8 questions and verify their number via SMS pin code.
4. You then receive an email notifying you of your new lead.

Then it’s your job to call them ASAP and convert 😊

You choose! We can geolocate your leads anywhere in Australia usually down to a 15 km radius.

As soon as we go live with the campaign and depending on the type of campaign, we are running, its normal to get your first leads that day.

Yes they do. When they verify their mobile number a message on screen alerts them they will be getting a call from you. Our system also sends them an email to same effect, so it’s unlikely they will miss both.

You will get a mix of the market that typically includes people looking for help with one or more of the following:

• Superannuation
• investment advice
• wealth creation
• pre-retirement planning
• personal risk insurance

Yes this is possible but this will require a ‘custom campaign’ and fees might be different depending on search terms traffic, and volume of leads your looking for.