Financial services marketing that
wins you clients
Digital marketing for mortgage brokers, financial advisers, insurance companies, accountants and fintech businesses across New Zealand. Google Ads, SEO and Paid Social with the tracking to prove cost per lead and cost per acquired client.
Digital marketing built for financial services
Financial services marketing comes with higher stakes and longer sales cycles than most industries. The average client value is substantial, the purchase decision takes time, and advertising compliance adds a layer of complexity that most agencies aren't used to dealing with.
We've worked with mortgage brokers, insurance companies, financial advisers, accounting firms and fintech businesses. We understand the difference between a form fill and a qualified prospect, and we build campaigns that optimise for clients, not clicks.
Our approach combines Google Ads, SEO and LinkedIn/Meta with proper CRM integration so every lead is tracked from first click through to closed client. That visibility is what separates profitable financial services marketing from expensive guesswork.
"We measure what matters: cost per qualified lead and cost per acquired client."
Everything you need to grow your client base
We combine Search, SEO, Paid Social and full-funnel tracking so your team has a steady flow of qualified prospects at a cost per client that works for your business.
87% of people research financial products online before speaking to a broker or adviser.
Whether it's a mortgage, insurance policy, KiwiSaver provider or accountant, the decision process starts with a search engine. If your business isn't visible when someone is actively comparing options, you're losing clients to firms that are. Visibility at the research stage is where the relationship begins.
Start with a Free Audit →How does your financial services marketing stack up?
Average Google Ads benchmarks for NZ financial services businesses. Pick your category to see where strong performance sits. Numbers are based on TooGood client data and global benchmarks, adjusted for the NZ market.
View all finance benchmarks in one table
| Sub-vertical | Click-Through Rate | Avg Cost Per Click | Conversion Rate | Cost Per Lead | Monthly Ad Spend | Est. Leads / mo |
|---|---|---|---|---|---|---|
| All Finance | 3.4% | NZ$6.80 | 5.0% | NZ$160 | NZ$3k–20k/mo | 20–125 leads/mo |
| Mortgage Brokers | 3.8% | NZ$7.50 | 5.5% | NZ$140 | NZ$3k–15k/mo | 20–110 leads/mo |
| Insurance | 3.0% | NZ$8.20 | 4.5% | NZ$195 | NZ$5k–30k/mo | 25–155 leads/mo |
| Financial Advisers | 3.2% | NZ$6.40 | 4.0% | NZ$175 | NZ$2k–12k/mo | 12–70 leads/mo |
| Accounting | 3.6% | NZ$5.20 | 6.0% | NZ$95 | NZ$2k–8k/mo | 20–85 leads/mo |
| Wealth Management | 2.8% | NZ$9.50 | 3.5% | NZ$290 | NZ$5k–25k/mo | 15–85 leads/mo |
| Fintech | 3.6% | NZ$4.80 | 5.5% | NZ$95 | NZ$3k–20k/mo | 30–210 leads/mo |
Data based on global industry benchmarks and TooGood client data, adjusted for the NZ market. Figures are indicative averages. Actual performance varies by business, sub-vertical, average client value and competition.
How we grow financial services businesses
We audit your current accounts, your CRM pipeline and your full client acquisition funnel. We define what a profitable client actually costs to acquire before we spend a dollar.
We set up GA4, GTM, call tracking and CRM integration. We review ad policies for your specific financial product so campaigns are compliant from day one.
We build a channel strategy tailored to your business. Google Ads for high-intent Search, SEO for long-term growth, LinkedIn and Meta for brand and retargeting.
We test, scale what works and report on cost per qualified lead, cost per acquired client and the channels that are actually driving revenue for your firm.
Why choose TooGood as your financial services marketing agency?
Because we're pretty good. Actually, we're TooGood. But if you need a bit more convincing:
A single mortgage client can be worth $10,000+ in trail commission. An insurance client renews annually. We build campaigns around client lifetime value, not short-term vanity metrics.
Our founding kaupapa is to do what is right. We are honest and transparent about everything. We will tell you if things are or aren't working, and we measure everything so there's no guesswork.
We don't do fixed-term contracts. When you work with us, you can leave any time. We're confident enough in our work to know you probably won't want to.
We adapt to your needs. Regular catch-ups, live dashboards and constant communication so you always know what you're paying for and what it's producing.
Good.
A financial services agency built on clients acquired, not impressions served.
We've mastered your ad tech
We're experts in the platforms that make financial services marketing work. Google Ads, LinkedIn, Meta, GA4, GTM, call tracking and integration with the CRM your team is already using.
Google Ads
Analytics
Tag Manager
Meta
Instagram
Klaviyo
Shopify
WordPressLet's grow your client base
Tell us about your business and what you're trying to achieve. We'll come back to you within one business day with an honest view of how we can help.
Frequently asked questions
Wondering how digital marketing works for financial services, what it costs or which channels are best for your firm? We've put together our top FAQs and honest answers below. If yours isn't covered, reach out.
SEO is the long game. Rankings for high-value keywords like "financial adviser Auckland" or "business insurance NZ" compound over time and produce leads at a fraction of what paid channels cost once the foundations are set.
LinkedIn and Meta Ads add reach for brand building and retargeting, especially for B2B financial services, wealth management and insurance. The right channel mix depends on your average client value, sales cycle length and regulatory environment.
We don't provide legal or compliance advice, but we've run enough campaigns in the financial services space to know what gets approved and what doesn't. If your business requires specific disclaimers, licensing statements or regulatory language, we build that into the campaigns from the start.
That means connecting your CRM (HubSpot, Salesforce, Pipedrive or whatever you use) back to the ad platforms so we can optimise towards cost per qualified lead and cost per closed client, not just cost per click.
Larger firms, multi-adviser practices and insurance companies typically spend $5,000 to $30,000+ per month. The right budget is whatever fills your pipeline at a cost per acquired client that makes sense for your business.
SEO takes longer. Most financial services businesses start seeing meaningful organic improvements after 3 to 6 months of consistent work, but the payoff compounds significantly.
If you're a larger institution with internal compliance and brand teams, we can work alongside them. But we're at our best when we're the marketing team for a firm that needs leads and clients, not brand awareness campaigns.
Second, the sales cycle is longer. Someone shopping for insurance or a financial adviser might take weeks or months to decide. You need a measurement framework that accounts for that.
Third, advertising compliance adds friction. Google and Meta both have specific rules for financial products and services. Getting ads approved, and keeping them approved, requires experience in the space.
Our digital marketing blog
The latest financial services marketing, Google Ads and SEO insights from the TooGood team.
