Financial Planners
Trust is built before the first phone call.
People choose a financial planner they trust. Content – done consistently – builds that trust at scale before a prospect ever reaches out.
THE OPPORTUNITY
Why content works particularly well for financial planners
Financial planning is one of the most relationship-dependent professional services there is. Clients are trusting you with their financial future -sometimes their retirement, their family’s security, their life’s work. That trust doesn’t happen in a first phone call. It builds over time.
Content accelerates that process. Someone who has watched three of your videos, read two of your articles, and found your explanations clear and trustworthy has already built a relationship with you before they’ve ever spoken to you.
That’s the difference between a cold enquiry and a warm one. Between someone shopping around and someone who’s already decided.
Your potential clients are also searching:
“How do I find a financial planner I can trust”
“What does a financial planner actually do”
“Superannuation advice Brisbane”
“How much should I have saved for retirement at 45”
“SMSF setup Brisbane”
If your firm is showing up with a genuinely useful answer to any of these – you’re ahead of most of your competitors.
The Specific Challenges
What makes digital marketing different for financial planners
Compliance: Financial content operates under strict AFSL requirements and general advice versus personal advice distinctions. We don’t produce content that constitutes personal financial advice or breaches your licensing obligations. Everything is reviewed by you before it goes anywhere.
Trust as the primary barrier: People are slow to engage with a financial planner they don’t know. Video content that shows your face, your approach and your personality removes that barrier faster than any other format.
Long consideration cycles: Financial planning clients often research for months before making contact. Consistent content keeps you visible and top of mind throughout that entire research period.
Niche authority: The financial planners who build the strongest online presence are usually those who speak specifically to a defined audience – business owners, pre-retirees, medical professionals, young families. Specific content attracts the right clients.
What We Do
What content strategy looks like for your practice
We handle end-to-end content and digital strategy – from short-form video and social content through to SEO, blogging and AI education. Everything reviewed and approved by you before publication.
What works best for financial planners?
Planner introduction videos
Short, warm, direct to camera. Who you are, your approach, what clients can expect. The single most effective format for building the personal trust that financial planning requires.
Plain English explainers
Complex financial concepts explained simply for the audience you want to attract. Superannuation, investment strategy, insurance, estate planning – your expertise made accessible. This content ranks well and builds authority over time.
Long-term nurture content
Given the long consideration cycles in financial planning, a consistent content library keeps you visible throughout the entire research period. Blog articles, LinkedIn posts, short videos – all working together to maintain presence.
Google Business Profile management
Kept accurate, active and optimised for local search across Brisbane and SEQ.
AI education for your practice
How to use AI tools appropriately within your AFSL obligations – what’s safe, what’s not, andhow to stay ahead without creating compliance risk.
Podcasting Strategy & Setup
Why a podcast works particularly well for financial planners
Financial planning clients often research for months before making contact. A podcast keeps you present throughout that entire consideration period – building
familiarity and trust episode by episode. By the time a potential client reaches out, they already feel like they know you.
That’s the difference between a cold enquiry and someone who has already decided you’re the right fit. For a profession built entirely on personal trust, that head start is significant.
A note on healthcare content compliance
All content produced for financial planning clients is developed with AFSL obligations and general vs personal advice distinctions in mind. We don’t produce content that constitutes personal financial advice or could be considered misleading under Australian financial services law.
Everything is reviewed and approved by you before publication. Your licence is your practice – we treat it accordingly.
We came to ngcreative after some terrible experiences elsewhere. From the start I could tell that they had our best interest front of mind. Everything was explained clearly and they had no problem pointing out better ways of doing things. Can’t recommend them enough.
JV — Principal, Red FM, Brisbane
Foundation
Be found.
$2,500/month
Getting started with content that works.
- 4 short-form reels per month (produced format: text overlay and b-roll, no filming required)
- 2 SEO blog posts per month
- 2 podcast episode outlines, matched to your blog posts
- Social scheduling and captions across agreed platforms
- Content calendar
- Monthly performance report
- Monthly review call with Nathan
- AI orientation session at onboarding
Most Popular
Authority Builder
Become the obvious choice in your area.
$4,500/month
Everything in Foundation, plus:
- 10 reels per month, including principal-led on-camera video. The content that builds client trust before the first call
- Monthly on-location filming session (approx. 2 hours). We batch-film your month of on-camera content at your firm. For firms outside of South East Queensland we’ll cover the time, and you cover flights and transport.
- 4 SEO blog posts per month
- 4 podcast episode outlines, plus ongoing podcast strategy
- Full social media management
- Website content updates
- Fortnightly strategy check-ins with Nathan
- AI tools onboarding, quarterly
- Visibility Audit credit doubled: $1,000 off each of your first two months
Full social media management includes: monthly content calendar, caption writing, scheduling and publishing across agreed platforms (LinkedIn and Instagram standard), and standard comment responses on published posts. Excludes paid advertising, crisis management and high-volume community management, quoted separately.
Book a discovery callFull Partner
Own your local market.
$7,500/month
Everything in Authority Builder, plus:
- Priority turnaround on everything
- Monthly AI workshop for your team
- Quarterly website audit and updates
- Quarterly business strategy session
- Custom AI usage guidelines for your firm
- Competitor landscape reporting
- Annual content and SEO roadmap
Not ready for a monthly partnership?
Start with a one-off Law Firm Visibility Audit. $1,000, personally conducted, with a 90-day priority plan. Fully credited if you move to a monthly plan within 60 days.
If any of that sounds like what you’ve been looking for…
Let’s have a conversation. Fifteen minutes, no slides, no deck.
Just a straight discussion about what’s possible for your firm.
Not ready to commit to anything yet?
Start with my free webinar covering the gap between your expertise and your online visibility and the practical steps to close it.
It’s a practical, no-pressure way to see how we think.