Are you looking for Financial Planning Leads?

We specialise in the generation and distribution of high quality leads for Financial Planners in Sydney, Melbourne, Brisbane and Perth. We invite you to take a look at what we offer, and get in touch if you feel we could be of benefit to your firm.

  • Leads within 24 hours

    We can have leads in your hands within just 24 hours of your service being activated.

  • Instant lead notifications

    You, or your team of planners will receive notification of a new lead within 20 seconds.

  • Consistent source of leads

    We know our stuff, and we’re able to generate a consistent source of leads for your business.

  • No long-term contracts

    No one likes to be locked into a contract. Our service is provided with a simple cancellation term. Just give us 30 days notice.

Sign up now

How does it work?

Subscribe

You subscribe to our service and we provide all leads generated for your area exclusively to you.

Commence

We get everything set up and commence the lead generation process throughout our network.

Leads Arrive

Leads for your area start to arrive through our network.

You Receive Details

The full lead details are forwarded to you, for you to make contact with them.

We find them.

How do we generate leads for you or your financial planners? We harness the power of the internet, using highly targeted online advertising to capture the interest of people seeking the services of a Financial Planner in Australia. We funnel these people through our network, establish their needs, collect their contact details and then let them know that a Financial Planner will be in touch with them shortly. Most of these leads are red-hot! So, we have special ways to ensure they receive the attention they need to help you or your planners close the deal.

LEAD DISTRIBUTION

You receive them.

The very moment a lead enters our system, you or your planner will receive an SMS notification. The lead will be delivered in full to your chosen email addresses at the same time.

We also offer complete integration into CRMs that are compatible with our API. That means no double data entry, and full accountability.

View features Get it now

Features

What makes us different

Effortless Setup

Leave the hard work to us. Our single application form will gather all the information we need to set up your service, and have leads to your firm within 24 hours.

Adjust your spend

We make it easy for you to adjust your spend. For more leads, upgrade your package.

Multi-platform support

Our service is not restricted by operating systems or devices. If you can receive SMS messages and emails – you’ve already got everything you need to get started.

Friendly API

Our system has been designed to connect with yours. If you use a cloud-based client database (CRM), chances are we can input all leads for you directly.

Free support

Your success is our success. If you need help at any time, you have access to a dedicated account manager.

Clever automation

Leads just love prompt action. If you’re busy, allow our system to acknowledge the lead on your behalf. They won’t know it’s us, and you’ll look super efficient!

Live reports

Live reporting makes it easy for you to monitor the quality of the leads you receive, in real time and for the life of your service.

Exclusivity

The leads you receive from us are exclusive to you. They’re not shared with anyone else and you’re not competing with other Financial Planners.

Highly targeted

All campaigns are highly targeted. We maximise the effectiveness of your spend with our decade of online advertising experience.

Pricing

Leads from just $165

Exclusive access to financial planning leads starts at just $165. Our packages are tailored to suit the needs of our clients, and deliver a lead solution that is second to none.

Request Pricing Proposal

Sign me up!

  • We’d love to! But let us get a proposal to you first.
  • Flick through your details and we will get in touch ASAP!