Finance · field notes

marketing for finance & mortgage brokers in Melbourne

A broker's whole product is trust, and trust is built on a face and a track record, not a stock photo of a house key. Here's how brokers turn content into qualified leads — without tripping compliance.

Short version: finance is a trust sale. Before someone hands you their income docs they want to feel like they already know you — and the brokers winning on social are the ones putting out steady, plain-English content that answers the questions clients are too embarrassed to ask, then following up the enquiry fast. We run the content, the paid social and the CRM follow-up on one retainer. From $2,500/mo, or a $497 first shoot to test it.

why brokers can't just "run ads"

Lead-gen forms get you tyre-kickers and a high cost per lead. What converts in finance is warm — someone who watched three of your videos, decided you actually know your stuff, and reached out ready. Content does that pre-selling. The ad spend then amplifies the content to the right people; it doesn't carry the trust on its own.

the three pieces

Shoot. To-camera explainers in plain English — first-home buyer steps, refinancing when rates move, what a broker actually does versus going straight to the bank, self-employed and low-doc realities. Short, useful, human. The same documentary craft behind the 13-episode Channel 31 series Inside the Garden, pointed at you and a whiteboard instead of a kitchen.

Run. Meta and Google ads that put the educational content in front of people in your area at the moment they're thinking about a property or a refinance. Ad spend bundled and paid at cost, no markup. The metric is qualified appointments, not form-fills.

Convert. A GoHighLevel CRM with missed-call text-back and follow-up sequences, so the enquiry that comes in after hours gets a reply and a booking link, not silence. In finance the deal often goes to whoever responded first and made it easy.

the compliance bit (we keep you safe)

Finance content lives under credit and advertising rules — no promises of approval, no misleading rate claims, clear that it's general information. We build the content to be useful and on-brand without making statements a broker can't make. The goal is trust and qualified enquiries, not a compliance headache. You stay the expert; we make the expertise visible.

FAQ

How much does marketing for a finance broker cost?
Retainers start at $2,500/mo (three-month minimum, then month-to-month), ad spend bundled at cost. There's a one-off $497 Soft Launch — a half-day shoot and five reels in a week — to see the work first. Full numbers on the pricing page.

What kind of content actually works for brokers?
Plain-English explainers that answer real client questions, your own story and results, and myth-busting on rates and the broker-vs-bank question. Useful beats slick every time in finance.

Do you handle the leads too?
Yes — the CRM follow-up is part of the retainer, so enquiries get a fast reply and a booking link. One team, one invoice: shoot, run, convert. More on the finance playbook.

For practical Reels ideas and content formats for finance brokers, see the reels playbook with a finance-specific section. For how finance content sits alongside hospitality, real estate and automotive in Melbourne's small business content landscape, see social media marketing for Melbourne small businesses.

Book a brief →   Finance playbook