The wrong enquiries waste your time
More leads is not the goal. The right clients, the ones suited to a fee-based advice relationship, is. We build for fit, not volume.
- Industries
- Financial services
- Financial advisers
Specialist marketing for Australian financial advisers
The right clients for your advice practice. We handle the marketing.
A specialist marketing partner for Australian advice practices. The hard part is reaching the right clients, within the rules. We handle all of it, so you can focus on your clients.
- 4+ years
- Average client relationship
- Top 3%
- Google Premier Partner
- 4.9 / 5
- Rating on Clutch
Trusted by Australian brands since 2014
The problem
Plenty of demand. The hard part is attracting the right clients.
Demand is not your problem. Reaching the clients who genuinely fit your practice, without breaching advertising rules or wasting time on enquiries that go nowhere, is. That is exactly what we are built for.
Marketing feels risky to get wrong
Advertising financial advice comes with real rules. Many advisers hold back rather than risk a misstep. We handle marketing that stays firmly inside your obligations.
No time and no in-house skill
You are advising clients, not running campaigns. You should not have to become a marketer to grow your book. That is our job.
What we do
We work out how to reach your ideal clients. Then we handle it.
Every practice has a client it serves best. We work out where those people look for an adviser, build an approach that reaches them, and manage all of it for you, in plain language and inside the compliance obligations your licence carries.
Paid advertising (PPC)
Ads that put your practice in front of people actively looking for an adviser. Planned, run and optimised end to end, inside your compliance obligations.
- Google Ads
- Meta
Search visibility (SEO)
Showing up when the right clients search for an adviser. Content and local search, built patiently, so the results compound.
AI search
We write your content for AI engines as well as Google. As more clients start their search with AI, this is the edge most practices are missing.
- ChatGPT
- Perplexity
- Gemini
Compliance review
Copy never implies personal advice or promises returns. Everything is reviewed against your AFSL advertising obligations before it goes live.
Tracking and reporting
Cost per enquiry and cost per suitable enquiry, set up from day one. With the right CRM we follow it through to booked meetings and new client relationships.
A senior strategist on your account
The people who build your strategy are the people who run it. You are never handed to a junior.
The difference
Most agencies were not built for financial advice.
You do not need to understand how the marketing works. You just need to know it is handled by people who do.
They do not understand your compliance
Advertising advice is not like advertising anything else. Copy cannot imply personal advice or promise returns, and every claim has to stand up. We build compliance into the work, so drafts pass review the first time instead of the fifth.
You end up with a junior
Most agencies pitch with senior people and hand you to a junior once you sign. At One Egg, senior strategists manage every account. That never changes.
They chase volume, not fit
A pile of unqualified leads is not growth. We work backwards from the clients you actually want and measure ourselves on those, not on clicks.
Published client results
Results from our financial services clients.
An established Australian finance company launched a new product with zero organic visibility. An AEO-first SEO strategy built authority across Google and AI search in seven months, and it is now recommended as a top option on five AI platforms. More on our financial services work ↗
Financial services · Google Ads, Paid social
42%increase in conversion rates within 3 months
70%impression share on key search terms
More qualified clients for an ASX-listed financial group.
Read the case study
Australian finance company Financial services · AI search, SEO
640%increase in organic impressions within 7 months
4×qualified organic pipeline (YoY)
An AEO-first strategy that built organic pipeline from scratch.
Read the case study
Financial services · Google Ads, Paid social
450new leads in 6 months
50%increase in conversion rates
450 leads in six months for an investment platform.
Read the case studyHow it works
Getting started is simple.
Three steps, and only the first one needs you.
- 01
We have a conversation
A 30-minute call with a senior strategist, not a salesperson. We learn about your practice, your ideal client and what growth looks like for you. No prep needed.
- 02
We tell you what we would do and why
A clear, plain-English recommendation on where to focus and what to invest, framed around your compliance obligations. You decide whether it fits.
- 03
We handle everything from there
Strategy, setup, management and reporting, all reviewed for compliance before anything goes live. A senior person on your account and a clear view of what it is generating.
Who we help
We work with advice practices across specialisations.
Whether you want more of a particular kind of client or a stronger pipeline overall, we build the approach around how your ideal clients search and what they need to see before they make contact.
Retirement and pre-retirement
Australians approaching retirement are actively seeking guidance. We help the right ones find and trust your practice.
Wealth accumulation and professionals
Busy professionals value expertise and discretion. We position your practice as the considered choice.
Business owners and self-managed clients
Clients with more complex needs look for depth. We reach the ones your practice is best placed to serve.
Why One Egg
Why Australian advice practices choose One Egg.
We are not a generalist agency with a financial-advice page. Attracting the right advice clients, compliantly, is what we build around. We do the same for mortgage brokers.
Australian owned and run
We know how Australians choose an adviser. Nobody is learning this market on your budget.
Compliance built in
Advertising advice has real rules. We build them into the work, so drafts pass review the first time, not the fifth.
Senior team only
The people who build your strategy are the people who run it. You are never handed to a junior.
Built for AI search
Your content is written for AI engines as well as Google, so your practice can be found wherever clients start looking.
Long-term partnerships
We keep clients for years. Our average client relationship runs over four years. That is what lets results compound instead of restarting every year.
Google Premier Partner
Certified in Google Ads and Analytics, and a Google Partner since 2014. Credentials you can check.
What finance clients say
The right partner, kept for years.
The practices that grow fastest are not always the ones that spend the most. They are the ones who found the right partner and stuck with them. Our average client relationship runs over four years.
★★★★★
“Easy to deal with, reliable and experts in their field. If you are looking for results, One Egg is the right partner for the job.”
Simon Van EsGroup Head, Sequoia Financial Group ★★★★★
“The best PPC I have worked with.”
CMO, Fast Cover Travel InsuranceVerified review on Clutch ↗ From the blog
Related articles.
Frequently asked questions
Marketing for financial advisers FAQs.
Financial advice is a considered, high-trust decision, and advertising it is regulated. A generalist runs the same playbook they use for retail. We built ours around reaching the right advice clients within the rules: the keywords, the content, the compliance review and the lead-quality loops. That is the difference between enquiries that fit and enquiries that waste your time.
We build compliance in from the first draft. Copy never implies personal advice or promises returns, claims are framed as general information, and everything is reviewed against your AFSL advertising obligations before it goes live. We are your marketing partner, not your licensee, so final sign-off always sits with you, but our job is to make that sign-off easy.
It depends on your ideal client, your market and your goals. Rather than quote a vague range, we give you a specific number by channel in the free strategy session, based on your practice and what you are trying to grow.
We track cost per enquiry and cost per suitable enquiry. With the right CRM we follow it through to booked meetings and new client relationships, so you see the line from spend to outcome, not traffic and impressions. We set the tracking up from day one.
Both. We work with self-licensed solo advisers building a book and larger practices running growth across several advisers. What matters is that you want the right clients and a senior partner measured on them.
Paid advertising on Google, LinkedIn and Meta, plus SEO and AI search. Most practices start with one and add the others as results come in. See PPC management, SEO services and AEO and GEO optimisation for what each includes.
No. One Egg provides marketing services only, not financial product advice. All advertising is reviewed against your AFSL obligations before it goes live.
Get started
Ready to have a conversation?
No pitch. No hard sell. Just a straightforward conversation with someone who understands the advice market and the rules you work within, and can tell you honestly what is worth doing.
- A real conversation with a senior strategist, not a salesperson.
- Specific to your practice, your ideal clients and your goals.
- No obligation. No lock-in. Completely confidential.
Prefer to talk? 1300 490 147