SERVICES
FINANCIAL SERVICES MARKETING & Copywriting
Financial services is a complex, highly regulated area
Looking at the financial landscape for 2024, it's clear that the future of finance isn't only about numbers and market predictions. It's about connections, understanding people's unique journeys, and helping them feel financially savvy. As a financial services content creator, my prediction is that personal, scenario based content with stepped out examples will win in 2024. Financial influencers are being targeted for not having a license, but their content lands with regular people. It's about finding the balance between helping people understand concepts and seeing the value in financial advice.
It pays to work with an expert when you're promoting financial Services & need easy to read copy too.
Financial services is a complex, highly regulated area
I have over 20 + years of experience within financial services marketing, working with some of the big brands, BT, AMP, ipac, MetLife, CGU, Morningstar, Citi and many local advice practices.
I understand the ins and outs of regulations
Knowing what you can and can’t say, so you won’t land you in hot water with your compliance team is essential for financial servcices.
I'm there for your business
When you don't have someone inhouse who can market or communicate your ideas. Available to work on short-term projects. Plenty of financial services lingo and know-how at your fingertips.
Create a better experience for your clients
Financial Services can be known to be clunky and confusing to your clients. Smooth out their experience and understanding of money. Help them with a clear, guided process to get things done.
Affordable investment to help you win new clients and keep the ones you have
A freelance Financial Services Copywriter and Marketer that's more affordable than a big agency who doesn't really know about the nuances in financial services.
complex Financial Concepts explained simply
I love talking money and helping everyday Australian's understand the ins and out of finances and what it means to them.
keeping your stakeholders happy
Because I've worked in financial services for many years I get that you need to satisfy many stakeholders and will do my best to give everyone what they need without compromising results.
Financial Services Marketer Sydney
Are you looking for a financial services marketer and copywriter with experience and know-how to tackle complex subjects within financial advice, Super, fin-tech, Law, money management, insurance and can flip between B2B and B2C?
Get my help to market your financial services firm and get more clients through the door.
Every client I work with has a strategy session upfront, so we can work out your tone of voice and a relatable way to speak with your chosen target audience.
At the end of the day your clients want to know how you can help them achieve their financial goals and improve their lives – but most firms talk too much about themselves – instead of too their potential clients.
I work best with
Most of my experience has been within the areas of lifestyle financial planning advice, superannuation, cash-flow management, insurance, accountants, and mortgage broking.
I’m a money nerd and enjoy sharing what I know so others can get better with money too, so much so I got involved with two women in money start-ups – Money Brilliant, MyBFF.
I know how to write about the tech too.
Financial advisers have a lot on their plate these days, so my job is to help them get clear on message and position services and the value of advice. Financial services can often be a dry and jargon-filled subject. You want to work with someone who gets it.
I have a canny ability to simplify concepts, make them interesting, easy to understand, and engaging.
Having a great, engaging digital presence is one way to build trust with your audience and be known as the authority in your niche.
The companies I work with the most look a bit like this.
Are you a financial Services Company?
Mid-size financial services firms
who don’t have an in-house marketing communications team.
A marketing team
who need an extra hand with overflow or project work.
A financial adviser
who wants a better digital presence and wants to be more relatable than other firms.
A practice
who wants to build a presence on social media and needs guidance on how.
A junior marketer
who needs help with strategy and a little hand-holding to become an expert.
Established firms
who need to refresh and modernise copy within their business.
the type of work I do
A speciality financial services marketer and copywriter is a smart, cost-effective option.
You get access to expert, in-depth knowledge of your industry so you can feel confident your financial services freelancer can get on with the job, knows that they are talking about and can guide you.
By understanding your target audience, crafting persuasive content, and leveraging the power of words, a financial services copywriter like me can help you stand out from the crowd.
I can create compelling website copy, engaging blog posts, and effective email marketing campaigns that resonate with your audience and drive conversions.
Don’t settle for a generic brand image that fails to capture the essence of your company.
Invest in a talented financial services marketer and copywriter and see more clients.
Remember, words have the power to shape perceptions, inspire action, and build lasting relationships. Embrace the power of words and unlock the true potential of your financial services business.
Ready to wake your clients up with money talk they understand?
Financial Services Marketing Help
Go-to-Market Strategy
Do you have a new financial services offer? Changing licensee? Want to attract more leads? Lead with a strategic approach.
Presentations & Seminars
Get help to plan and create your next financial client seminar.
Finanical Services Business Communications
Brochures, Flyers, eBooks, Guides
Adviser and Broker Websites
Clearly communicate your value as a trusted financial adviser or mortgage broker. Showcase what you do and how you help.
Social Media Profile Set Up
LinkedIn, Facebook and Instagram. Understand what to post and create a consistent presence.
Client Communications
Emails, Letters, Advertisements, eBooks, referral campaigns.
Talk to Me
We can bring together a virtual team to get you what you need.
Some of the awesome Financial Service Brands I've helped with Marketing Strategy & Copywriting
What does Financial Services Marketing Look like in 2023?
The past few years has really shook confidence in the industry.
The whole financial services industry needs to re-think what trust looks like.
Content Marketing and Positioning can make a big difference to how potential customers see you and relate to you.
On top of that, the world has changed.
Customers Expect More. The digital experience needs to be top-notch.
Financial Services Marketing essentials:
– Clear brand position
– Strong messages
– Personal, human side to their brand
– Content that’s clear, concise and easy to understand
(will build know, like and trust factor & position you as an expert in your field)
– Seamless digital experience that works wherever they are.
– Great customer experience without friction.
LET'S WORK TOGETHER
How to Show Up on LinkedIn in 2025- Your No-Nonsense Guide
You can stand out for the right reasons on LinkedIn. LinkedIn is the place for professionals. But are you really tapping into it’s full potential? Whether you’re a seasoned thought leader or just starting your journey, showing up on LinkedIn the right way can make all the difference. Let’s unpack what ‘showing up’ looks like
Marketing Predictions 2025
Marketing has changed. Are you ready? My marketing predictions for 2025. Geez marketing is changing at a fast pace. It’s hard to keep up. There’s new fancy tools, new ways of doing things and everyone, and I mean everyone has an opinion on what marketing you should be doing. One minute, the strategy you’ve relied
How to Create Customer Personas to Inform Marketing Tactics
Customer Personas can be super helpful for your marketing strategy, but only if you know how to create and use them effectively. Often, people whip up these detailed personas and then … nothing. They sit on the shelf because they are too lyrical and don’t answer the questions you have about marketing. Let’s change that. What’s
5 Low-Cost Marketing Strategies For Service Businesses
Punch above your weight You don’t need a giant budget to market your service business. But you do need to spend time and energy to stay visible, keep your clients happy and have another way to get new clients. If you’re looking to stretch your marketing dollars further, these five low-cost marketing strategies can help you
12 Key Content Types to Boost Engagement and Convert Buyers
Create the content your client’s need to get to YES.
How to avoid a crappy partnership
Ever been burnt by a failed business collab? Here’s what to look for in your next partnership.
