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 optional 10-minute lead qualification, all done for you. 30 qualified leads in 30 days or 100% of your management fee back, backed by a legal contract.

$500k+

Ad spend managed a year

10,000+

Leads generated

10+

Industries served

5.0

70+ Google reviews

Lead generation by finance product

Brokers and lenders get campaigns built around the loans they write.

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.

  1. Ideal customer

    Target

    Step 01
    • Identify and define your ideal audience using data-driven insights
    • Ensure your ads reach those genuinely interested in your services
  2. Sponsored Book a call 1 2 3 New leads

    Attract

    Step 02
    • Create compelling ads that resonate with your audience
    • Engage potential customers with high-quality creatives and persuasive messaging
  3. New lead 1 Call booked

    Present

    Step 03
    • Follow up with leads fast, with optional 10-minute calls from our team
    • Ongoing support and optimisation to improve results continuously
Book Your Free Strategy Call

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

Our guarantee

The leads come in, or your fee comes back

30 qualified leads in 30 days or 100% of your management fee back, backed by a legal contract.

Terms and conditions apply.

Flat management fee from $499 a month, never a percentage of ad spend. Most clients invest from $1,999 a month all in (ad spend plus management). See what working with us costs

Book Your Free Strategy Call
  1. Your campaign goes live Ads, landing pages and tracking launch under your brand.
  2. We count qualified leads for 30 days You see every enquiry as it arrives.
  3. 30 qualified leads, or your fee back If we fall short, 100% of your management fee comes back to you.

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

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, if you want, our team can call each lead within 10 minutes to qualify it before it goes cold. You get booked, sales-ready enquiries, not just clicks.

How much does lead generation cost for financial services businesses?

Our management fee is flat, never a percentage of ad spend, and your ad spend goes to Google and Meta on top. How much you invest depends on how competitive your market is and how aggressively you want to grow. Our cost page sets out what working with us costs, and our financial services cost guide has indicative market benchmarks.

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 management fee back, backed by a legal contract.

What is the guarantee?

30 qualified leads in 30 days or 100% of your management fee back, backed by a legal contract. Terms and eligibility apply, and are set out in your proposal and client agreement.

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 optional 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?

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

30 leads guaranteed
Management fee back if we don't deliver

Terms and conditions apply.