Professional services

Financial services marketing for licensed firms

Financial services marketing for licensed Australian firms: plain-English campaigns built to clear compliance, with an approval trail you can audit.

Partnership plans from $4,500 + GST a month

Financial services

Financial services marketing built around your compliance sign-off

Rock Solid Marketing plans and runs financial services marketing for licensed firms across Australia, from insurance brokers and lenders to wealth and investment businesses. You're selling something people can't see or touch, to customers who have heard big promises before. And every ad, page and post has to clear compliance before anyone sees it.

So we start with the rules: the claims you can prove, the warnings each product needs and who approves what. Then one account manager runs search, content, email and social to that rulebook, as a financial services marketing agency your compliance team can audit.

Plans start from $4,500 + GST a month, and the first conversation is a free 30-minute discovery call.

Laptop showing a marketing analytics dashboard with charts
Claims registerOne rulebook for every writer

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

What gets in the way, and how we fix it

  1. Every ad sits in compliance review for weeks.

    What we do

    We agree the claims, disclaimers and banned words at the start, so drafts arrive close to approved and review rounds get shorter.

  2. The content reads like a product disclosure statement, and nobody finishes it.

    What we do

    We write in plain English first, then place the required warnings where they belong, so a customer understands the product and still sees the risks.

  3. A headline promises approvals or returns the fine print can't back up.

    What we do

    Headlines stay balanced: the benefit and the main condition or risk together, with no promised approvals, rates or returns.

  4. Marketing, compliance and the board all look at different numbers.

    What we do

    One monthly report and a HubSpot dashboard show enquiries and cost by channel, so everyone works from the same figures.

Services

Services for this industry

Services for financial firms

Digital marketing for financial services, run to one rulebook

What a financial services digital marketing agency should run for you, with every piece checked against the same claims register before it goes to review.

Explainers that earn trust

Plain-English guides to how a product works, what it costs and who it suits, balancing benefits and risks the way ASIC's guidance asks. Cautious customers and search engines both reward that.

Search and Google Ads

Search pages for the questions customers type, and Google Ads on the searches that signal intent. SEO plans start from $1,000 + GST a month if search is the only channel you need.

An approval trail for every asset

Every ad, page and post follows a set chain: our draft, your compliance review, your sign-off. Each version is kept, so you can show what ran, when, and who approved it.

Email to existing clients

Renewals, rate changes and annual reviews are reasons to stay in touch. Email programs built for the Spam Act 2003 (consent, sender identity, unsubscribe) keep clients informed and bring in referrals.

LinkedIn and social

LinkedIn for business clients and referral partners, Facebook and Instagram for consumer products, with disclaimers designed into each post rather than squeezed in afterwards.

A website that holds the fine print

Licence details in the footer, disclosure documents a click away and enquiry forms that collect only what you need. Website packages start from $5,000 + GST.

Reports the board can read

A monthly report and a HubSpot dashboard show enquiries, cost and conversion by channel, so the board, the compliance team and the marketing lead see the same figures.

Who it’s for

Is it the right fit?

Who it’s for

  • Insurance brokers and general insurance agencies
  • Credit providers, finance brokers and non-bank lenders
  • Wealth, super and investment firms building a direct audience
  • Fintech and payments businesses selling to small business

Not a fit

  • Firms that want ads promising returns, rates or approvals
  • Businesses without a licence or authorisation arrangement in place yet
  • A firm that only needs search: an SEO plan may suit you better

How it starts

Marketing of financial services starts with a claims register

Before we write a word, we sit down with your marketing lead and your compliance manager. We list the products, the licence each one sits under, the claims you can prove, the warnings each product needs and the words you never use.

That becomes a claims register: a one-page rulebook every writer and designer works from. It's the first thing any financial marketing agency should ask you for. Then we map who you want to reach, which channels they use, and an approval chain your team can keep up with.

You leave with the register and a channel plan, whoever delivers them.

  • Products and the licence each sits under
  • Claims you can prove, with the evidence
  • Warnings and disclaimers by product
  • Words and offers that are off limits
  • Approval chain and review turnaround

Agree the rules once, then write to them.

Hands typing on a laptop on a wooden desk, with crumpled notes, a notepad and coffee

Work in this industry

Partnership work from other industries

View all portfolio

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.

Carrie ChappellCEO – Princes Court LimitedRead the Princes Court case study

Your specialists

The people behind your firm's marketing

Meet the whole team
Ami HeathAmi HeathMarketing LeadWollongong NSW
Lindsay BuckleyLindsay BuckleyDigital MastermindSydney NSW
Callen MowattCallen MowattGoogle Ads SpecialistGold Coast QLD

How it works

How a partnership runs

Every partnership starts with a strategy, then runs month by month with one plan and one point of contact.

  1. Free discovery call

    A free 30-minute call about your business, your goals and whether a partnership is the right fit.

  2. Strategy and roadmap

    We get to know your goals, customers, challenges and opportunities, then give you a practical marketing roadmap.

  3. Monthly delivery

    Your account manager runs the plan each month across the channels it needs, from social media and SEO to email and press releases.

  4. Meet and report

    A monthly meeting by phone or visit, with a HubSpot dashboard that shows what the work is achieving.

Package activities

Financial marketing services in every plan

Claims registerVersion trailNo lock-in contracts
  • Monthly meeting (phone or visit)
  • Claims register and approval chain
  • Channel strategy by product and audience
  • Search engine optimisation (SEO)
  • Google Ads management
  • Social media, including LinkedIn
  • Plain-English content and blog posts
  • Email marketing to clients and referrers
  • Press releases
  • Website management
  • HubSpot reporting dashboard

Advertising costs go to Google, Meta or LinkedIn directly and sit outside the plan. Your licensee keeps final sign-off on every piece of marketing.

Partnership plans

Financial services marketing, priced by the month

Each plan gives you an account manager backed by our strategist, writers, designers and ads specialist. Hours are the difference, and compliance rounds come out of them.

Starter

$4,500+ GST a month

28 hours 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 Now

Standard

$5,500+ GST a month

35 hours 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 Now

Advanced

$7,500+ GST a month

45 hours 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 Now

Bespoke

POA

Built around you

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 Today

Key facts

Financial Services Marketing at a glance

Starting price
From $4,500 + GST a month
Hours a month
28, 35 or 45, or built around you
Contract
No lock-in contracts
Approvals
A claims register and version trail
Your contact
A dedicated account manager
Where we work
Mildura office, clients across Australia
First step
Free 30-minute discovery call

Updated

Resources

Read before you brief an agency

All articles
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What The Heck Is Content Marketing, Anyway?

Content marketing is primarily concerned with creating and distributing content that is closely related to what your company sells in order to achieve marketing goals. But what exactly is ‘content,’ you ask? Whatever is published (i.e. uploaded to the internet) is considered content, regardless of its format. Blog articles, videos, white papers, e-books, infographics, email

SEO

SEO Content Writing: Best Practices

The equation for successful SEO content writing is a simple one. Provide your website visitor with concise, informative and useful content + present it in a way that is easy to use = more traffic and more sales! $$$ Effective content writing isn’t just for your online visitors though, you’re writing with another audience in

FAQ

Financial services marketing questions

Can’t find what you’re after? Call us on 1800 842 022 or browse every answer on our FAQ page.

All FAQs

Our partnership plans begin at $4,500 + GST a month, which covers 28 hours. Firms with longer review chains often choose Standard ($5,500 + GST, 35 hours) or Advanced ($7,500 + GST, 45 hours), because compliance rounds use hours too. Advertising costs go to Google, Meta or LinkedIn on top, and nothing is spent without your approval.

You market financial services by earning trust before you ask for anything. That means plain-English explanations of how a product works and who it suits. It also means a website that shows your licence details and ads that put benefits and conditions side by side. Email and remarketing then keep you in front of people while they compare, because few decide on the first visit.

Market the people and the process as well as the products. Named brokers, advisers or managers with real photos and plain profiles give customers someone to trust. Short case notes about the problems you solve (with no client details) and a clear first step show what working with you feels like. Your licence and complaints details belong in plain sight too.

Choose a digital marketing agency for financial services that asks about your licence and compliance process before it talks about clicks. Ask how it handles disclaimers, who approves copy and whether it keeps version records. Ask to see a sample report. A good agency will also tell you which channels not to use for your products.

Ask them to explain financial services marketing compliance in their own words before you hire them. They should mention ASIC's Regulatory Guide 234, general advice warnings, the licence details your ads carry and how they keep an approval trail. We work that way, but your licensee stays responsible for the final sign-off, and we don't give legal or financial advice.

Online, build a path from question to enquiry. Search content answers the questions people type, a product page explains it plainly, a form or booking link takes the next step, and email follows up. Paid search fills the gap while organic search builds. For most financial products, social media works better for education than for direct sales.

Each month starts with a meeting (phone or visit) to set priorities and review last month's numbers. Then we draft the content, emails, ads and posts, send them for compliance review in one batch, make the changes and schedule what's approved. You get a monthly report showing enquiries and cost by channel, so the hours go where they work.

Yes. Our partnership plans have no lock-in contracts, and some firms start with a single channel instead. SEO plans start from $1,000 + GST a month, and one-off work such as a content and compliance audit is billed at $175 + GST an hour. If a smaller start will do the job, we'll tell you before we quote.

Let’s Talk Marketing – Book Here

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.