Lead Generation for Financial Services

Lead Generation for Financial Services in NZ

We help financial services businesses across New Zealand turn paid ads into a predictable flow of qualified enquiries. Facebook and Google Ads, funnels, landing pages, and 10-minute lead qualification, all done for you. 30 qualified leads in 30 days or 100% money back, backed by a legal contract.

340%

Average client ROI

7 days

To first leads

30+

Leads guaranteed

10 min

Lead response

The Challenges Financial Services Businesses Face

We hear the same frustrations from financial services businesses across the country:

  • Strict compliance requirements limiting marketing options
  • Building trust with prospects in a crowded market
  • Long sales cycles with inconsistent lead flow
  • Difficulty demonstrating value before engagement

How We Help Financial Services Businesses Grow

Our lead generation system is built specifically for financial services businesses:

  • Target life events that trigger financial planning needs
  • Build credibility with compliant educational campaigns
  • Nurture leads through multi-touch campaigns
  • Generate qualified consultation bookings

Ad Campaigns That Work for Financial Services

We build and run the campaign types that consistently generate qualified enquiries in the financial services space:

Life Event Targeting

Built around financial services customer behaviour to drive qualified enquiries.

Webinar Promotion

Built around financial services customer behaviour to drive qualified enquiries.

Retirement Planning Campaigns

Built around financial services customer behaviour to drive qualified enquiries.

Our Solution

The TAP System

Target, Attract, Present. Our proven system designed to ensure your ads reach the right audience and convert them into loyal customers.

Target

  • Identify and define your ideal audience using data-driven insights
  • Ensure your ads reach those genuinely interested in your services

Attract

  • Create compelling ads that resonate with your audience
  • Engage potential customers with high-quality creatives and persuasive messaging

Present

  • Follow up with leads within 10 minutes of entry
  • Ongoing support and optimization to improve results continuously
Book a Free Strategy Call

No obligation. See if the TAP System is right for your business.

Our Financial Services Guarantee

We are so confident in our system that we put it in writing: 30 qualified leads in 30 days or 100% money back, backed by a legal contract. If we do not deliver, you do not pay.

Book Your Free Strategy Call

Indicative Cost Per Lead for Financial Services in NZ

Financial Services covers a range of services, and cost per lead varies by niche, location, and competition. As a guide, qualified leads typically come in from $40-200 on Meta and $60-280 on Google across the niches below.

Niche Google CPL Meta CPL Avg job value Close rate
Accountant $95 $65 $2,200 30%
Financial Advisor $175 $125 $4,500 22%
Mortgage Broker $130 $95 $3,200 25%

Indicative NZ benchmarks, your numbers will vary

Real client result

Proven Results for Financial Services Businesses

309 First-Home-Buyer Mortgage Leads at $4.41 Each

309

First-Home-Buyer Leads

$4.41

Cost Per Lead

590+

Total Mortgage Leads

$1,362

Top Campaign Spend

FAQs About Lead Generation for Financial Services

How does lead generation work for financial services businesses?

We run paid Facebook, Instagram, and Google Ads that put your financial services business in front of local people actively looking for your services. Every enquiry flows into a landing page and funnel we build for you, and our team follows up within 10 minutes to qualify the lead before it goes cold. You get booked, sales-ready enquiries, not just clicks.

How much does lead generation cost for financial services businesses in NZ?

Most New Zealand service businesses invest between $1,999 and $8,699 per month all in, covering both ad spend and management. Where you land in that range depends on how competitive your market is and how aggressively you want to grow. See our financial services cost guide for a full breakdown.

How quickly will my financial services business see leads?

Most clients see their first qualified leads within 7 days of going live. We back this with our guarantee of 30 qualified leads in your first 30 days or 100% of your money back, backed by a legal contract.

What is the guarantee?

30 qualified leads in 30 days or 100% money back, backed by a legal contract. If we do not deliver, you do not pay. It is that simple.

Which platforms do you use for financial services lead generation?

We run Facebook and Instagram Ads alongside Google Ads, supported by custom funnels, landing pages, and 10-minute lead qualification. We recommend the right mix for your financial services business during your free strategy call.

Do you understand the financial services market in New Zealand?

Yes. We focus exclusively on paid-ads-led inbound lead generation for New Zealand local service businesses, so we understand the buying behaviour, seasonality, and competition in the financial services space.

Is there a lock-in contract?

No long-term lock-in. You can pause or cancel with 30 days notice, and you own your ad accounts, audiences, and lead data. We earn your business every month through results.

Results in 30 days

Ready to transform your business?

Schedule your free digital strategy call and take the first step towards a future where your marketing efforts finally pay off.

30 leads guaranteed
100% money-back guarantee