SERVICES
FINANCIAL SERVICES MARKETING & Copywriting
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
Set up your LinkedIn Cover Image
Are you giving your LinkedIn cover image and banner the attention it deserves? Far too often I see blank images, badly pixelated imagery, or a stretched-out logo serving as your banner image. And it’s not doing you any favours. When people check out your profiles, the cover image is one of the first things they see.
LinkedIn Algorithm Woes
Is LinkedIn still worth it? Have you noticed LinkedIn has been stingy with its reach lately? I have.Engagement is good, even better. But there are not as many eyeballs on my content as I’d like. But I’m not worried. My posts are still doing their thing. Bringing leads to me. If your engagement per post,
Spot AI a mile-off
Where has all the creativity and personality gone? Here’s what an expert has to say.
Are you making these mistakes on your website?
Are you making these website mistakes? Does the thought of sending a potential customer to your website make you cringe? How many do you make?
Why Your About Page Isn’t About You
Your About Page is the second most visited page. Better make it a good one yeah? But less about you, and more about how you help ok?
Website Basics
Your website is a virtual shopfront, and just like a real-life store you want to get all the elements right so it’s a better experience.
