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.

Margeting Goodness

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

Marketing Goodness Client

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.


Financial Services Marketing

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