Professional services
Marketing for financial advisers who want clients that fit: a clear niche, seminars, accountant referrals and content kept inside the advice rules.
Partnership plans from $4,500 + GST a month
Financial advisers
Rock Solid Marketing plans and runs marketing for financial advisers and planning practices across Australia, from our office in Mildura. People don't shop for advice the way they shop for a product. They look for someone they trust with their retirement, their family or their business. Most ask a friend, an accountant or Google before they book a first meeting.
So the marketing puts your advisers at the front: names that match the Financial Advisers Register, a niche you're known for, plain-English education and steady referral relationships. Every piece carries the general advice warning and licence details your licensee requires.
Plans start from $4,500 + GST a month. The first step is a free 30-minute discovery call, with no obligation.
9+
Years serving Sunraysia and the Mallee
10+
Years’ minimum experience for every specialist
10
Marketing specialists on your team
6
Core digital channels, one joined-up strategy
Common problems
We lead with your advisers, the clients you serve best (pre-retirees, farming families, business owners) and how your service works, in plain English.
Each event is built around one audience and one topic, with an easy booking step at the end and a follow-up email series afterwards.
A regular update for the accountants and solicitors you work with, plus a simple referral process both sides understand, keeps introductions steady.
We agree the wording rules with your licensee up front, include general advice warnings by default and send content in batches for approval.
Services
Services for advisers
Online marketing for financial advisers that educates first, introduces the adviser second and asks for a meeting only when the reader is ready.
Profiles, photos and short videos for each adviser, with names and authorisations that match the Financial Advisers Register and your licensee's records.
Content marketing for financial advisers that explains super, retirement, insurance and estate planning basics as general information, with the warnings in place.
Events for one audience at a time, from promotion and registrations to the slides, the booking step and the follow-up emails after the event.
A short update and referral process for accountants, solicitors and mortgage brokers, so the professionals your clients already trust know when to introduce you.
SEO and a Google Business Profile for the advice people search for in your area, from retirement planning to advice for farmers. SEO plans start from $1,000 + GST a month.
A website that explains how you charge, what the first meeting covers and where to find your Financial Services Guide. Website packages start from $5,000 + GST.
A monthly report shows enquiries and first meetings booked by source (referrer, event, search or social), so you can see what fills the diary.
Who it’s for
How it starts
We start with the clients you serve best: who they are, what stage of life they're at, how they found you and what they value about your advice. We also look at your licensee's marketing rules and approval process.
From that we choose a niche to lead with, the topics that audience cares about and the channels that reach them, from seminars to search.
You leave with a plan your licensee can review, whoever delivers it.
Be known for helping someone specific.
Work in this industry
Mildura VICRock Solid Marketing designed the website and runs the marketing partnership for Princes Court, a community-owned aged care provider in Mildura, with social media, storytelling and community campaigns across its three services.
Strengthened Princes Court’s reputation as a community-first organisation
SunraysiaRock Solid Marketing helped launch the first Walking Hockey Festival in Sunraysia, a voluntary community project, using social media and design to drive team registrations and reach people new to hockey.
Launched a brand-new community sporting event
Rock Solid Marketing provided marketing strategy and tender writing for Care Villas Australia, which won the 2024 Future of Ageing Award in the Property and Design category for its Smart Care Villa.
Far West NSWRock Solid Marketing worked with the Far West Joint Organisation (FWJO), which represents councils across far west NSW, on brand strategy, messaging and a refreshed website to raise awareness of its regional initiatives.
Working with Janine and the Rock Solid team was wonderful. No matter the idea I had, Janine and the team brought it to life and always exceeded expectations. It was a joy and pleasure working and I learnt so much along the way too.
Your specialists
Ami HeathMarketing LeadWollongong NSW
Dr. Damian CollinsExperienced Behavioural ScientistMelbourne VICHow it works
Every partnership starts with a strategy, then runs month by month with one plan and one point of contact.
A free 30-minute call about your business, your goals and whether a partnership is the right fit.
We get to know your goals, customers, challenges and opportunities, then give you a practical marketing roadmap.
Your account manager runs the plan each month across the channels it needs, from social media and SEO to email and press releases.
A monthly meeting by phone or visit, with a HubSpot dashboard that shows what the work is achieving.
Package activities
Event venues and ad spend are paid separately. Your licensee approves every piece before it runs.
Partnership plans
Each plan includes an account manager plus our writers, designers and SEO strategist. Hours decide how many events and content pieces we deliver.
Starter
$4,500+ GST a month
For small to medium size business with a need to start with marketing planning and to develop key objectives.
Designed to drive website traffic and understand key learnings for inbound marketing.
Enquire NowStandard
$5,500+ GST a month
Designed for businesses with aggressive growth goals and product and services campaigns with high level content production.
Ideal for medium size businesses looking to increase their marketing ROI.
Enquire NowAdvanced
$7,500+ GST a month
Tailored to businesses pursuing significant growth objectives, with a custom plan focused on the most profitable opportunities.
Includes a one-off 15-second online video or ebook of your goods and services.
Enquire NowBespoke
POA
A choice of customised plans, including a digital subscription for optimisation, automated lead nurturing and other clever marketing “force multipliers”.
Talk to us about your goals.
Enquire TodayKey facts
Updated
Resources
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FAQ
Can’t find what you’re after? Call us on 1800 842 022 or browse every answer on our FAQ page.
All FAQsFor an advice practice, our Starter partnership plan is $4,500 + GST a month with 28 hours of work. Practices running regular seminars often need Standard at $5,500 + GST a month. Event venues and ad spend are extra. If a new website or one channel is all you need, we'll say so before we quote.
Yes, when it builds trust rather than chasing clicks. Advice is a high-trust decision, so the marketing that works shows who the adviser is, explains topics clearly and keeps you in touch with referrers. Expect slower, steadier results than a product campaign. We report first meetings booked by source and don't promise client numbers.
Because even referred clients look you up before they book. A clear website, adviser profiles, reviews (where your licensee allows them) and useful content confirm the referral. Search and social reach people who don't yet know anyone to ask. Digital marketing for financial planners also makes seminars easier to fill and follow up.
Only people registered on the Financial Advisers Register as relevant providers, because the Corporations Act restricts the titles financial adviser and financial planner. Staff such as paraplanners or client service officers need other titles. We match every name and title to the register, and your licensee confirms them.
Carefully, and only if your licensee allows them. ASIC's guidance expects testimonials to be genuine and not to give a misleading impression of typical results, and many licensees restrict them altogether. We'd rather build trust through adviser profiles, education and referrals, and use client stories only with written consent and approval.
Often, yes, for a clear audience and topic, such as transition to retirement or succession for farming families. Small events in person or online let people meet the adviser without pressure. They work when promotion targets one group and every attendee gets a follow-up. Generic seminars tend to fill seats, not diaries.
It stays general and balanced. Articles explain how something works and who it might suit, without recommending a product to the reader. Each piece carries the general advice warning and your licence details and makes no promise of returns. It goes through your licensee's approval before it's published, as ASIC's RG 234 expects.
Yes. As a digital marketing agency for financial advisers, we don't use lock-in contracts. If you move licensee or rebrand, we update profiles, disclaimers and materials and adjust the plan to suit. Your website content, accounts and lists stay yours throughout. If a smaller arrangement suits the change better, we'll tell you.
Let’s start by scheduling a free discovery call so we can get to know each other and see if we’re a good fit for your marketing needs.
