Marketing for Financial Advisors, Planners, Accountants and Bookkeepers


At Spindrift Marketing we understand that when it comes to marketing your financial advisory and planning firms, there are unique industry challenges to consider. These challenges are not only due to the heavy industry regulations but also because these services can be perceived as complex or intimidating by potential clients. This is why it’s important for firms who are providing financial advice and services to engage marketing professionals who have extensive experience and marketing knowledge of the financial services industry.  

You need a marketing specialist who understands and has extensive experience in the financial advice and planning industry

Spindrift Marketing Plans

Our experienced team of marketing, creative and branding specialists have financial services marketing experience and have helped many of our financial advisory clients to build effective marketing strategies that help build trust, attract new clients, and increase revenue.

At the heart of all effective marketing for Financial Advisory firms is trust and credibility: Trust is a key factor in choosing a financial services provider, the need to emphasise your firm’s experience, credentials, case studies, commitment to protecting client data and client testimonials help demonstrate the value of your services and build trust with potential clients. 

Effective marketing for Financial Advisory firms centres on building  trust, credibility and experience

In addition to the need to build trust and credibility of your firm’s brand (and team), you must differentiate your firm, market to the audience you wish to attract and deliver on your USP (unique service proposition). This is where a solid marketing strategy and implementation plan are crucial in differentiating, building awareness and ultimately working towards achieving your firm goals and growth projections. Read our article below to learn more:

Spindrift Marketing Plans

Schedule a 15 min discovery call with Kim to find out how to make your business vision a reality.

The real trick is identifying and applying the right mix of digital and non-digital marketing strategies

We appreciate that running a business requires many hats to be worn and that you don’t want to waste time and money on marketing strategies, that just don’t work. The real trick is identifying and applying the right mix of digital and non-digital marketing strategies and tactics and to execute them consistently for your firm to stand out and attract the clients you want.

This is exactly what our Financial Services Marketing – Scan, Plan & Act suite of advice and services are designed to deliver.

ALL in support of achieving your unique business goals, objectives, and purpose.

Our Financial Services Marketing

 Scan, Plan & Act strategy at a glance:



3. ACT


What does your business need? All four OR just a few, it’s up to you!

What’s the outcome for your business?  

  Achieve your business goals 

  Get the maximum impact from your marketing efforts

  Ensure your business has the right marketing tactics in place

  Attract the right prospects and convert into clients 

  Avoid wasting your valuable time and money on marketing that doesn’t convert 


Thorough marketing review of your Financial Advisory Firm, recommendations, strategy workshop and summary report


A deep dive into your:

  • Business brand positioning, awareness, target audience (current and desired) and USP
  • All business channels and touchpoints; both digital and physical to determine how well they are serving your business
  • Current and any past marketing, PR, and campaign/s activity 
  • Review five of your key competitors – brand positioning, profile, and marketing activity


    •  Recommendations and findings from the review phase.
    • A workshop with you (and/or your team) to present findings, recommendations, draft marketing plan as well as validating strategies and brainstorming new ideas with you. This workshop session can be held in-person or via zoom.
    • A summary report provided with prioritised actions and costings to develop your next steps and implement any recommendations.

      SCAN – Spindrift Marketing fee: $1500.00 PLUS GST


      12 month Marketing Plan

      Bespoke marketing plans include:

      • Marketing goals for 12-month period.
      • 12-month calendar of tactical marketing, campaign/s, and content activities to support marketing goals.
      • Each activity will have a specified goal, timing, budget required to deliver and mechanism to measure ROI. 

      As an indication some of the activities may include: 

      A brand re-fresh, digital campaigns, email marketing, social media marketing (organic and paid), identify “amplifiers” who could broaden your target audience reach, explore new business touchpoints like video & podcasts, PR, loyalty marketing.

      PLAN – Spindrift Marketing fee: $1500.00 PLUS GST

       Find out more about how we can help your business design a custom made marketing plan go to:  Marketing Plans that set your business apart

      The value and benefit we gain from Spindrift Marketing’s ability to both plan our marketing strategy and execute is immense.

      George Papadopoulos, Lucid Health Consulting


      Ongoing marketing, design, and website support to implement your recommendations, marketing plan and ad-hoc projects

      We have an in-house team of talented marketing consultants project, managers and creative specialists; as well as trusted partners, available to deliver your marketing plan, implement recommendations and assist with ad-hoc projects. 

      Our team have a proven track record and years of experience delivering marketing projects that engage leads at every stage of the sales funnel.

       We’ve worked with small and medium-sized companies, in countless industries and verticals – both B2B and B2C, in areas such as, website builds or re-design, email campaigns, social media campaigns, PR, SEO, Google Ads and more.

      ACT – Spindrift Marketing fee: Quoted on a project-by-project basis


      You’ve got your plan but you and/or your team need to tap into additional expertise support from time to time.

      You’ve got your plan but you and/or your team need to tap into additional expertise support from time to time.

      Our marketing coaching services are customized specifically for your needs and help you implement the right marketing for your business. Marketing coaching services provided by our founder and principal, Kim MacDonald. 

      If you are a small business owner with wonderful talents and a credible business but you find it difficult to attract new customers and clients, let’s work together to define the marketing coaching services that will work for you. These value-packed coaching sessions are affordable alternatives for small business owners who need some occasional help.

      How do marketing coaching sessions work?

      1. You pick the topic and explain your situation or problem via email prior to your conversation with Kim.

      2. Kim will review your situation and prepare my recommendations.

      3. We schedule a 60-minute/90-minute/4-hour zoom session or in-person meeting with you/your team where we discuss your situation and the recommended solution.

      4. Kim will provide you with action items to work on as well as email support over the next 5 business days to keep you unstuck.

      5. If via Zoom, you’ll receive a recording of our zoom session within 24 hours for future reference. 

      Fees below:

      Spindrift Marketing fees

      1 hour

      Spindrift Marketing COACHING & ACCOUNTABILITY service fee:


      plus GST

      (includes 30 minutes preparation)

      2 hours  

      Spindrift Marketing COACHING & ACCOUNTABILITY service fee:


      plus GST

      (includes 60 minutes preparation)

      4 hours

      Spindrift Marketing COACHING & ACCOUNTABILITY service fee:


      plus GST

      (includes 90 minutes preparation)

      client testimonials

      We have found the process of working with the team at Spindrift Marketing seamless and easy. They have a quick turnaround and very ably demonstrated a knowledge of our audience and our business.

      “We wanted a new website with refreshed brand and content, and we were launching a new service offering. We engaged Kim and the team at Spindrift Marketing and were pleased how things started to happen straight away. Spindrift Marketing has helped us to complete our brand identity, create a brand identity for our new service offering and design and build our new website. They have continued to assist us in a variety of ways including producing new marketing brochures and collateral, as well as facilitating client webinars. We have found the process of working with the team at Spindrift Marketing seamless and easy. They have a quick turnaround and very ably demonstrated a knowledge of our audience and our business. I would recommend Spindrift Marketing to any business looking to successfully market their services.”PWS website

      Visit website: Professional Wealth Services

      Naomi Rosenthal JP, F Fin, AFP®, M App Fin (FP), BA(Psych)

      Director | Financial Adviser

      Authorised Representative | Professional Wealth Services

      Book your free 15-minute Discovery Call with our Director, Kim MacDonald today to find out more.


      Spindrift Marketing helps businesses by providing marketing, branding and content management services that deliver results.

      Our team of marketing consultants are highly skilled and combine marketing experience with real business insight. We can help your business soar.


          02 8330 6792

         50 Yeo St, Neutral Bay, NSW 2089