Martin
Founder, strategy and audits
Writes every audit and takes every first call. On your account from day one, running growth for SMEs since 2010 in Australia.
Industry expertise · built around buyers
Marketing for Australian Advisers, Accountants and SMSF Specialists
For Australian financial advisers, bookkeepers, SMSF advisers, banks and credit unions that want enquiries from the right people. We run search, Google Ads, Meta Ads and web design, plus call tracking that links each enquiry to its source. HeyLead is a marketing agency, never an adviser, and offers no advice on money. Your licensee keeps decisions on wording and compliance.
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Open for growth Photo by RDNE Stock project on Pexels
Owners who already run this path
Licensees, authorisations and what pages can say in Australia
Advice in Australia sits under an Australian financial services licence, and ASIC polices how financial services are promoted. Advisers usually work through a licensee that reviews marketing before it runs. We draft from facts you supply, skip return claims and guarantees, and flag lines for your licensee or compliance contact. Nothing is published until the people responsible have approved it.
SMSF and the long research cycle
People weighing a self-managed super fund read for weeks. They compare costs, ask whether an SMSF suits their balance and want to know who handles audit and administration. Searches often start with a question rather than a firm name. We build guides and pages that answer those questions and leave a clear route to a conversation, without implying that anyone should or should not set one up in Australia.
End of financial year and BAS cycles
The Australian year turns on 30 June. Tax, bookkeeping and super searches climb into May and June, and again when lodgement time arrives. BAS bookkeepers see steady quarterly demand, with spikes as deadlines approach. Banks and credit unions follow rate announcements and home-buying seasons. We plan spend around these moments so budgets are not wasted in the quiet weeks.
Reports in Australian dollars with GST
Reports are in Australian dollars and show which search, ad or page produced each call and form. Where your systems allow, we follow the lead through to a booked meeting or new client. Our own fees are shown with GST stated. Tax agent and BAS agent practices should confirm their own wording with the Tax Practitioners Board rules in mind.
What to prepare before your licensee reviews copy in Australia
Licensee review goes faster when the material is ready. Gather your authorised representative details, a plain summary of services and how you are paid, and any standard disclaimers your licensee requires. Tell us who signs off and how long review normally takes. We will then draft pages and ads in batches, so your reviewer sees complete pieces rather than scattered lines, and approved wording is kept on file for reuse in Australia.
Proof without breaking the rules
Trust matters in this field, yet proof has limits. Credentials you can document, your authorised representative details and clear descriptions of process are reasonable to show, provided they are accurate and current. Testimonials and case examples need your licensee's view, since rules on what may be said about outcomes are strict. We lean on clarity instead: who you help, what happens in a first meeting and what it costs to find out more in Australia.
Evenings, weekends and the phone in hand
Many Australians research money questions after work or on a weekend, often on a phone, then book a call for later in the week. Pages need to load quickly, show a phone number and a short booking form, and promise a reply time you can keep. We look at when enquiries arrive, adjust ad schedules to match and make sure a missed call does not disappear without a follow-up. A simple automatic reply on forms and WhatsApp, written by you, keeps the conversation warm until someone can answer properly in Australia.
Questions about this hub
Is HeyLead a licensed financial adviser? expand_more
No. HeyLead is a marketing agency and holds no financial services licence. We do not give advice of any kind, and regulated activity stays with your licensee in Australia.
Who approves ads for advisers under a licensee? expand_more
Your licensee or compliance team, as its process requires. We supply drafts and flag wording worth checking, then wait for approval before launch. That keeps the decision with the people accountable to ASIC in Australia.
Can you help an SMSF practice reach the right people? expand_more
Yes. We build pages and ads around the questions people ask while weighing an SMSF, and we track which of them lead to a conversation. We make no claims about outcomes for a fund or its members in Australia.
Do you promise rankings or a number of leads? expand_more
No. Search positions cannot be promised, and we do not write performance or return claims. You get clear tracking and honest reporting on what the work produced in Australia.
How do we start? expand_more
Ask for the free audit. We look over your website, search presence, ads and tracking, and we need view access to analytics and ad accounts where they exist. You receive a short list of fixes in order of importance, with no obligation in Australia.
Can you work with a practice under a large licensee? expand_more
Yes. Many advisers sit under a licensee with its own marketing approval process. We follow it, send drafts early and keep approved wording on file so later changes move faster in Australia.
Do you handle campaigns for bookkeepers and BAS agents? expand_more
Yes. We build service pages for bookkeeping, BAS lodgement support and payroll help, aim ads at the suburbs and industries you serve and track calls and forms. Tax practitioner wording is checked by you against the rules that apply to your registration in Australia.
How do you measure a good enquiry for an adviser? expand_more
We count calls and forms that become booked meetings, then look at which of those turn into clients where your records allow. Short calls, wrong-service questions and spam are separated out, so reports reflect real conversations rather than raw volume in Australia.
Marketing from $500 USD a month
Month to month, no commitment. One fee covers the pages, the search and ad work and the tracking. Ad spend is separate and stays in your own accounts in Australia.
Starting at
$500 USD per month
Free to cancel with 1 month's notice. Tell us what you sell and where. We come back with what the first month would fix in Australia.
Get a Free AuditWhat $500 a month covers
Pages
IncludedPages built around the searches your buyers actually type in Australia.
Search and ads
IncludedSearch and ads aimed at people ready to enquire in Australia.
Tracking
IncludedCalls, forms and bookings tagged to the search, ad or page behind them in Australia.
Our team
The same people on the audit and on the work
Martin writes every audit and takes the first call. The same team stays on the account. 160+ businesses since 2010 in Australia.
Yoana
Social and app development
Shapes social strategy and builds practical app experiences that turn attention into action in Australia.
Mike
SEO
Owns technical, local and content SEO so the right buyers find you when demand is highest in Australia.
Robert
Paid media
Plans and manages paid search and social campaigns around qualified leads in Australia.
Elmer
Analytics
Connects tracking, attribution and reporting so decisions are based on revenue-quality data in Australia.
Dino
Design
Creates clear brand and conversion-focused design across landing pages, campaigns and product experiences in Australia.
Certified and experienced
Certified where it matters. Accountable for the outcome in Australia.
Verified platform knowledge, 25+ years of hands-on experience, and an operating track record since 2010 in Australia.
Google AdsCertified
✓Google AnalyticsCertified
✓Google Tag ManagerCertified
✓Operating since 2010Proven experience
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