Most Lead Generation Agencies Treat Financial Services Like Any Other Client.
Non-Compliant Lead Gen
Lead gen breaching ASIC rules creates regulatory exposure greater than any acquisition cost saved.
Short Funnels Fail
Financial decisions take months. Single-touch funnels lose prospects before they are ready to act.
Unfit Leads At Scale
Without capture filters, adviser time goes to prospects who don’t meet minimum client thresholds.
How We Run Lead Generation For Financial Services
We don’t adapt a generic strategy. We build it around how Financial Services businesses actually win customers, and what it costs to do it profitably.
Compliant Lead Generation Across Paid And Organic Channels
ASIC-aware campaigns on Google, Meta, and LinkedIn – generating qualified enquiries without regulatory exposure.
Long-Form Funnels For High-Consideration Financial Decisions
Superannuation, insurance, lending, and investment decisions aren’t made quickly. We build multi-touch funnels that nurture prospects over weeks – not single-click capture forms.
Lead Quality Filters That Match Your Minimum Asset Or Revenue Threshold
Qualifying questions built into capture pages – so your advisers are spending time with clients who meet your criteria, not every enquiry that comes through.
-
$1.4M
Increase in revenue in the first 12 months
4.5x
Average ROAS
-
11x
Roas
$100K
increase in revenue in First 6 months
-
35x
ROAS
$230k
Peak Month (from $10k)
-
110%
Increase In Revenue
146 leads
per month from organic search
-
$2m+
Revenue Generated
83%
Increase in organic search traffic
The result isn't better Lead Generation. It's a better Financial Services business.
When profit guides every Lead Generation decision, three things happen.
01
Growth you can plan around
Know your acquisition cost, your margin, and your return on every new Financial Services customer, before you spend a dollar.
02
Scale without sacrificing margin
Every decision ties back to your P&L, so winning more Financial Services customers never means earning less.
03
Compounding returns, not one-time wins
The right Financial Services customer acquired once keeps returning. That’s the difference between revenue and profit.
Before Lead Generation, We Build
Your Financial Services Financial Blueprint
Most agencies jump straight into SEO setup. We go deeper — analysing your margins, Financial Services customer journey, and growth targets first. So every campaign we launch is wired for profit, not just traffic.
Map Your Unit Economics
We dig into your margins, CAC, and payback windows so Lead Generation is tied to profit, not just leads or clicks.
Model The Numbers
Your economics become a working model — profit tiers, targets, and spend ceilings. The blueprint that governs every Lead Generation decision.
Find The Leaks
We map your Financial Services customer journey to spot leaks, wasted spend, and where profit slips away.
Target Who Drives Profit
We pinpoint who actually drives your profit and build Lead Generation targeting around them — not broad, cheap reach.
Track What Actually Matters
We feed real sales and revenue data back into Lead Generation, so every decision is based on truth — not platform spin.
Ready to put profit first?
Everything we do is built around one idea: marketing should drive profit, not activity. From day one, we build a custom profitability model so you can see whether campaigns are delivering a return – and we fix it if they’re not.
We focus on one outcome: profitability. While most agencies chase traffic and impressions, we tie every strategy to revenue, cost per acquisition, and ROI – so you always know what’s working and how campaigns are contributing to growth.
We start with your numbers, not platforms. Your margins, CLV, and growth targets determine which channels generate the strongest return. Channel selection is strategic, not trendy – every decision is based on data, opportunity, and expected return.
Not necessarily. Budget efficiency matters more than size. We structure campaigns on realistic targets, build a profitable foundation first, then scale once campaigns are consistently delivering return.
We believe performance should retain clients, not contracts. Our relationships are built on transparency and accountability. If campaigns are delivering value, they continue naturally. If not, we fix it. Long-term growth, not short-term lock-ins.
The difference is alignment and accountability. We connect marketing directly to revenue outcomes, establish clear KPIs from day one, and tell you exactly what’s being done and why. If something underperforms, we fix it – we don’t hide behind activity metrics.
We provide specialised strategies tailored to specific industries across Australia. Browse our complete list of industries here.
Industries We Work With:
Your growth
journey starts here!
With 30+ years of combined experience in PPC, SEO, and social media, Pathfinder Marketing offers a FREE digital marketing audit to help craft your winning strategy.