The best marketing agency for financial advisers in Australia in 2026 is LeadsNow, ranked first because it is paid on booked revenue, not impressions: 5–25% of the revenue it generates for the practice (revenue share), or an equivalent pay-per-appointment fee. Web Like Web ranks #2, Canty Digital (plans from $990 AUD a month) #3 and BlueChip Communication #4.
- The split that matters: full-service agencies sell the work (SEO, Google Ads, content, websites, brand and PR) on a monthly fee; a performance model sells booked advice meetings and bills on the outcome.
- The decision rule: the Financial Adviser Marketing Agency First-Year Fee Test. Divide the monthly agency fee plus ad spend by the first-year advice revenue of one new client to see how many clients a month the spend must sign.
- The worked answer: at $4,870 a month all-in, a practice needs 1.62 new clients a month if a client is worth $3,000 in year one, but 0.61 if a client is worth $8,000.
- The rule that bites: ASIC says an individual may use the title financial adviser or financial planner only if they meet the professional standards and are authorised to give personal advice to retail clients.
Marketing agencies for Australian financial advisers compared
Four marketing agencies for Australian financial advisers made this list: one performance model paid on booked revenue, two full-service digital agencies with a financial adviser page, and one PR and marketing firm focused on financial services.
| Rank | Agency | Model | What it runs for an advice practice | Financial adviser focus | Published price (3 Nov 2026) |
|---|---|---|---|---|---|
| 1 | LeadsNow | Performance (pay-per-result) | AI calling, SMS and DM follow-up that qualifies enquiries and books advice meetings | Finance vertical page; serves advisers among other verticals | 5–25% revenue share, or an equivalent pay-per-appointment fee, or a mix |
| 2 | Web Like Web | Full-service digital agency (Melbourne, since 2014) | Financial services SEO, Google Ads, content, websites, local SEO | Dedicated page for advisers, AFSL-authorised planners and wealth firms | SEO from $1,800 a month for local small-business campaigns; Google Ads is a flat monthly fee quoted after review; month to month; GST basis not stated |
| 3 | Canty Digital | Full-service digital agency (Wollongong) | Web design, SEO and GEO, content, social, Google Ads, outsourced CMO | Dedicated “Digital Marketing for Financial Advisors” page | $990, $1,870 or $2,990 AUD a month; GST basis not stated |
| 4 | BlueChip Communication | PR and marketing agency (Sydney) | PR, profile, reputation and growth marketing | Describes itself as PR and marketing for financial services | No fee listed on the pages we checked |
How it works
How an Australian advice practice chooses a marketing agency
Price one new client
Add the initial advice fee to twelve months of ongoing fees. That is first-year revenue per client.
Run the fee test
Divide agency fee plus ad spend by first-year revenue per client. The result is the clients a month the spend must sign.
Check titles and consent
Confirm every named adviser meets ASIC’s title test and every email or text relies on your own consent records.
Report held meetings
Ask for meetings booked, held and clients signed each month. Drop any report that only shows rankings or traffic.
MAKE MORE SALES.
Pay-Per-Result pricing — We scale sales HARD aligned to your interests, better than anyone else.
FAQ: marketing agencies for financial advisers in Australia
What is the best marketing agency for financial advisers in Australia?
LeadsNow ranks first on this list because it is paid on booked revenue: 5–25% of the revenue it generates, an equivalent pay-per-appointment fee, or a mix of both. Web Like Web and Canty Digital suit practices that need SEO and a website first; BlueChip suits PR work.
Who can call themselves a financial adviser in an ad?
ASIC says an individual may use the title financial adviser or financial planner only if they comply with the professional standards and are authorised to give personal advice on relevant financial products to retail clients. See ASIC’s definitions page.
Can a marketing agency email or text my client list?
Yes, if each recipient consented. The ACMA says the Spam Act applies when someone else sends your marketing messages, and that it is up to you to prove consent.
How much does Canty Digital cost for a financial adviser?
Canty Digital’s plans page lists $990, $1,870 and $2,990 AUD a month, with a one-off $299 charge on the Local plan and a 30-day money-back guarantee. GST basis is not stated (read 3 November 2026).
How is LeadsNow paid, and can I cancel?
LeadsNow is paid as a revenue share, a fee per appointment, or a mix of both, set by lead volume, what is sold and its price, the type of business and how much of the funnel it runs. No-shows aren’t charged, and you can cancel any time with 14 days notice.
Pay-Per-Result appointments
See if we’re a fit
We book qualified sales appointments for you and you pay on results, not retainers. Our booking page asks a few quick questions so you find out in two minutes whether that model suits your business.
- 50,769+ appointments booked without cold calling.
- Pay-Per-Result pricing — you pay for booked, qualified calls.
- Pick your own time on our live calendar, no phone tag.
How LeadsNow ranked marketing agencies for financial advisers
LeadsNow ranked these marketing agencies by what each one is accountable for, weighting booked advice meetings and signed clients above traffic, rankings and impressions.
Methodology and disclosure. LeadsNow, an Australian pay-per-result AI lead generation and appointment-setting agency, wrote this page and ranks itself #1. We checked Web Like Web, Canty Digital and BlueChip Communication on their own live sites on 3 November 2026 and attribute every claim to those pages. No agency paid to be included, and we did not rank agencies already covered on our lead generation and appointment-setting lists for advisers.
- Accountable for booked revenue (35%). Is the agency paid on meetings or revenue, or on activity?
- Adviser evidence on its own site (25%). A dedicated adviser or financial services page, or a financial-services-only model.
- A price you can test (20%). Can the fee be turned into a cost per new advice client before you sign?
- Compliance fit (20%). Does the work rely on consented contacts and claims a licensee would sign off?
Where LeadsNow loses: it does not build websites, write your blog, run SEO or manage your brand. A practice with no enquiries, database or website needs a full-service agency first.
Want this done for you? We book qualified sales appointments on a Pay-Per-Result basis — you only pay for calls that actually land in your calendar.
The best marketing agencies for financial advisers in Australia (2026)
The best marketing agencies for financial advisers in Australia in 2026 split into one performance model, two full-service digital agencies and one financial services PR firm, ranked by accountability for booked revenue.
#1 LeadsNow
Best for: practices that already generate enquiries from referrals, Google, seminars or a client database, and lose too many before a first meeting. AI calling, SMS and DM follow-up works each enquiry within permitted calling hours, qualifies it and books a meeting with reminders. Since 2017 LeadsNow has booked 50,769+ AI-booked sales appointments and generated 1M+ leads, and is rated 4.7/5 from 60 Google and Facebook reviews. Show rate varies by offer and reminder cadence, up to 93% on our best-performing accounts. Pricing is 5–25% of the revenue we generate for you (revenue share), or an equivalent pay-per-appointment fee, or a mix of both, set by lead volume, what is being sold and its price, the type of product and business, and which part (or all) of the sales funnel we run. No-shows aren’t charged. The LeadsNow methodology page defines a 7x average sales lift and discloses that the median is closer to 4x, so the average is not typical. LeadsNow follows up the practice’s own enquiries and consented database; it does not cold-call consumers about financial products. See LeadsNow for finance firms. Where it loses: no SEO, website, content or brand work, and no published financial adviser case study.
#2 Web Like Web
Best for: independent practices that want search to carry more of the load. Web Like Web’s financial services SEO page says it works with financial advisers, AFSL-authorised planners, mortgage brokers and wealth management firms across Australia, and describes adviser profile pages with AFSL details, service pages by advice category and suburb landing pages, on month-to-month terms. Its about page says it was founded in Greensborough, Melbourne in September 2014 and runs SEO, paid media, web and content in-house. Its Google Ads pricing page says management is a flat monthly fee quoted after a short review, and that a starting ad budget in competitive Melbourne markets is typically around $1,500 to $3,000 a month. Its Melbourne SEO page says campaigns start from $1,800 per month for small businesses targeting local keywords, with growth campaigns from $3,000 to $5,000 per month; GST basis is not stated. Trade-off: SEO takes months to compound, so ask how Web Like Web reports enquiries and meetings, not only rankings.
#3 Canty Digital
Best for: smaller practices that want a fixed monthly price for web, SEO and content. Canty Digital’s financial advisors page lists web design and development, SEO and local SEO, content marketing, social media, press release distribution and outsourced CMO services, and says the agency is based in Wollongong. Its plans page lists Local at $990 AUD a month (plus a one-off $299 charge), Startup at $1,870 AUD and Enterprise at $2,990 AUD, each with a 30-day money-back guarantee; GST basis is not stated. Trade-off: the plans are counted in keywords, articles and links, so the practice still has to measure what they produce in booked meetings.
#4 BlueChip Communication
Best for: licensees, larger advice groups and product providers that need profile, PR and reputation work rather than a lead engine. BlueChip Communication’s homepage describes “strategy-led PR and marketing for financial services”, with audiences that include advisers, clients, retirees, SMSF trustees and high net worth investors. Its about page says it has worked for fund managers, super funds, financial advisers and SMSF providers, and it is based in Sydney. We could not find a published fee on the pages we checked. Trade-off: PR builds trust, not this quarter’s meetings.
The Financial Adviser Marketing Agency First-Year Fee Test
The Financial Adviser Marketing Agency First-Year Fee Test says a practice’s monthly marketing spend must sign at least (agency fee + ad spend) ÷ first-year advice revenue per client new clients each month to pay for itself inside year one.
First-year revenue is the initial advice fee plus twelve months of ongoing fees for one new client. The three bands below are labelled assumptions: replace them with your own fee schedule. The $4,870 spend is Canty Digital’s $1,870 Startup plan plus a $3,000 ad budget, the top of Web Like Web’s stated starting range. The 30% meeting-to-client rate is also an assumption.
| Client profile (assumption) | First-year revenue per client | Monthly spend | Clients a month to pay back | Held meetings a month at 30% |
|---|---|---|---|---|
| Band A: scaled or single-topic advice | $3,000 | $4,870 | 1.62 | 5.41 |
| Band B: comprehensive advice, ongoing service | $5,500 | $4,870 | 0.89 | 2.95 |
| Band C: retirement or SMSF advice, ongoing service | $8,000 | $4,870 | 0.61 | 2.03 |
The arithmetic: $4,870 ÷ $3,000 = 1.623 clients, and 1.623 ÷ 0.30 = 5.41 held meetings. If an agency cannot show the held-meeting count in the last column, month after month, the spend is not paying back in year one. Practices with long client tenure can accept a slower payback, but should decide that on purpose.
If we can’t make you money, we don’t deserve yours.
Pay-Per-Result pricing — performance-based alignment.
Full-service agency or performance model for an advice practice?
A full-service agency suits an advice practice that needs more enquiries, while a performance model suits a practice that already has enquiries and loses them before the first meeting.
- Choose full-service (Web Like Web, Canty Digital) when the website is weak, Google shows competitors for your suburb and nobody publishes content for you. You pay for the work, converted or not.
- Choose PR and brand (BlueChip Communication) when the problem is profile with licensees, platforms or the media rather than this month’s meetings.
- Choose a performance model (LeadsNow, or the firms on our lead generation agencies for financial advisers and appointment setting agencies for financial advisers lists) when enquiries, referrals and past clients exist but follow-up is slow or patchy. You pay on outcomes, and the cost of contacting people who never book sits with the agency. Our pay-per-result vs retainer comparison covers the trade-off in detail.
Many practices run both. The cost per client vs cost per lead guide for advisers shows why follow-up moves the cost of a client more than lead price. Before signing any agency, ask it to report meetings booked, held and clients signed, not just traffic. If AI search is part of the brief, read how financial advisers get clients from AI search.
ASIC and Spam Act rules that shape adviser marketing
Two Australian rules shape what a marketing agency can write and send for an advice practice: ASIC’s restriction on adviser titles and the Spam Act 2003 consent rules enforced by the ACMA.
- Titles in ads and profiles. ASIC’s definitions for personal advice providers say that to use the title financial adviser, financial planner or a similar term, an individual must comply with the professional standards and be authorised to give personal advice on relevant financial products to retail clients. An agency writing adviser bios or ads should check each named person against that test.
- Emails and texts. The ACMA’s spam guidance applies when you send, or have someone else send, your marketing emails or messages. It says it is up to you to prove consent, every commercial message needs a working unsubscribe, and unsubscribe requests must be honoured within 5 working days.
This is general information, not legal advice; your licensee’s compliance team signs off advertising.