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.
Financial Services
SMSF Adviser Marketing
That Books Real Meetings. for Australia
Australian trustees read for weeks and compare two or three advisers before they book. We bring those trustee meetings to your practice, not DIY super shoppers hunting for forms.
We build the search, advice pages and tracking that show which query became a meeting in Australia.
handshake verified star
Trusted by SMSF advisers to turn local demand into booked work Serving Sydney, Melbourne, Brisbane, Perth, Adelaide and Gold Coast across NSW, VIC, QLD, WA and SA.
Who This Is For
For Australian SMSF advisers who want trustee conversations the practice can staff, not enquiries from bank-product shoppers.
check_circle Licensed SMSF advisers and authorised representatives running their own practice
check_circle Practices that separate fund establishment from ongoing advice
check_circle Boutique firms opening a new office or adding an SMSF service line
check_circle Principals tired of national lead lists and unqualified enquiries
check_circle Practices that want the source recorded on every booked meeting
Who buys, and what they search
groups
Who you are marketing to
- personPeople considering a self managed super fund for the first time in Australia
- personExisting trustees who want a new adviser or a second opinion in Australia
- personInvestors weighing property or direct investments held inside super in Australia
- personPre-retirees and retirees planning how the fund will pay a pension in Australia
- personTrustees thinking about winding up or exiting their fund in Australia
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What buyers search for
searchsmsf adviser near mesearchset up self managed super fund advisersearchsmsf financial adviser sydneysearchsmsf second opinion advisersearchshould i start an smsf
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Ready to book
- boltThe enquiry names establishment or ongoing advice in Australia
- boltIt gives a suburb and a preferred way to meet
- boltIt mentions a current adviser, accountant or fund the person wants to change in Australia
- boltIt asks about the first meeting and process, not only about fees in Australia
What drives their decision
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Clear evidence of the licence or authorisation the adviser holds in Australia
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A plain explanation of what advice covers and how fees are structured in Australia
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Demonstrated experience with SMSFs rather than general advice only in Australia
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Coordination with the trustee's accountant and auditor in Australia
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A responsive first conversation, in person or by video
How we capture intent
search
Local and intent search
Advice and city pages built around the questions trustees ask, so the practice appears when someone is comparing advisers in Australia.
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Google Ads for trustee intent
Tight match types and negative keywords keep spend on people asking for SMSF advice, not templates, forms or jobs in Australia.
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City and region focus
Pages, profiles and ads limited to the cities your practice staffs or serves by video in Australia.
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Landing pages and tracking
One page per meeting type, with call and form tracking that shows the query behind each booked meeting in Australia.
my_locationCoverage follows the cities and regions your practice staffs or serves by video, commonly Sydney, Melbourne, Brisbane, Perth, Adelaide and Canberra, plus regional centres such as Newcastle, the Gold Coast or Geelong where you have a presence in Australia.
Our SMSF Advisers Marketing Approach
01
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Reaching People Who Are Ready to Buy
Customers choose based on location, timing and need. We reach people while they research, compare and get ready to book, with a focus on local searches for what you offer in Australia.
02
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Better-Quality Leads
Not every lead is worth your time. We filter out casual enquiries early, focus on people ready to book, and steer leads toward the customers you actually want in Australia.
03
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Messaging That Sets You Apart
We build your message around trust, local relevance and clear value, so customers choose you for more than price in a crowded Australian market.
04
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Support From First Search to Repeat Business
From the first search to the quote, follow-up and repeat business, we make sure your online presence backs up every offline conversation in Australia.
05
insights
Clear Reporting on What Works
We set up tracking that shows where each lead came from, which channels help close a sale, and what each one returns on your spend, so you know what is really bringing in business in Australia.
SMSF Advisers marketing services
search
SEO for SMSF Advisers
Help nearby customers find you on Google before they call a competitor in Australia
- checkService and location pages built around searches like "smsf adviser near me" in Australia
- checkClear answers to questions people ask when comparing options like "set up self managed super fund adviser" in Australia
- checkTechnical fixes that make your site easy for Google to read and easy for customers to call, enquire or book in Australia
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SEM for SMSF Advisers
Reach people who are ready to book on Google, without paying for clicks that never turn into customers in Australia
- checkGoogle Ads campaigns for "smsf adviser near me" and similar high-intent searches in Australia
- checkBlocked search terms (negative keywords) that cut job-search, how-to and out-of-area clicks in Australia
- checkLanding pages that match the ad and lead to calls or bookings in Australia
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Meta Ads for SMSF Advisers
Reach the right local audience on Facebook and Instagram with proof-led ads in Australia
- checkLocation and interest targeting matched to how smsf advisers customers decide in Australia
- checkAd images and copy that show real proof, a clear offer and a reason to get in touch now in Australia
- checkRetargeting (follow-up ads) for people who already viewed your pricing, services or gallery pages in Australia
web
Web Design for SMSF Advisers
Pages that make it easy to understand the offer and take the next step in Australia
- checkPages built for searches like "smsf financial adviser sydney" and for quote or booking requests in Australia
- checkReviews, credentials and the areas you serve visible before anyone scrolls in Australia
- checkForms, tap-to-call buttons and booking steps tested on phones 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
✓What You Can Expect
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More booked trustee meetings the practice has the capacity to run in Australia
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Pages that name the licence the practice holds without implying returns in Australia
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Establishment and ongoing advice enquiries kept on separate paths in Australia
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Calls, forms and meetings traced to the search or ad that produced them in Australia
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Reporting that a practice principal can read without a glossary in Australia
This is smsf advisers marketing designed to book real jobs and build a reputation that compounds, not just chase lead volume in Australia.
The HeyLead Difference
Marketing measured in booked jobs, not clicks
Every channel is tied back to real enquiries and won work, so you always know what your marketing is actually returning in Australia.
Budgets and reporting in A$ (AUD). GST at 10% belongs in the unit economics.
You are in good company
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format_quote I have worked with Martin and his company for several years. He managed our website and provided SEO and SEM support. He has been a great partner in this area and always produced high quality results. I recommend him for any needs you may have in this area.
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Warren Stokes
Director of Sales and Marketing, Avidian
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format_quote I have worked with HeyLead for over a decade. There is no one else I would trust with lead generation and IT. I have tried others, to my detriment. If you want someone who is dedicated and trustworthy, you could not pick someone better.
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Andrew Woodruff
CEO, Woodruff Property Management
starstarstarstarstar
format_quote Our company 1800 CLEANER has worked with Martin for over two years now and we can attest he is one of the best. His technical knowledge in the SEO and online marketing space is second to none. But more importantly he cares. He listens and truly empathises with the client. We have no hesitation in recommending him.
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Michael Sweet
CEO, 1800 CLEANER
starstarstarstarstar
format_quote HeyLead was able to quickly bring structure and order to our Search Engine Marketing campaigns. Their methodical approach turned around our SEM performance and allowed us to demonstrate the ROI from the programs.
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Paul Liddiatt
Chief Marketing Officer, NewBook
starstarstarstarstar
format_quote HeyLead helped us develop SEO ranking on key search terms for our platform. They also helped us build, test and manage our paid SEM program. They were very responsive to our specific goals and brought subject matter expertise, saving us a lot of time and effort.
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Joe Charlson
CEO, CallerReady
starstarstarstarstar
format_quote The team at HeyLead managed our SEO and SEM with great aptitude. I would recommend their services for anyone looking to level up their search engine presence, paid or organic.
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Kim Lazaro
Digital Marketing Manager, NewBook
Frequently Asked Questions
Questions about smsf advisers marketing? We have got honest answers in Australia.
Who is SMSF adviser marketing for?
It is for the principal of a practice that gives SMSF advice and wants more trustee meetings it can staff. It is not for people looking for free fund set-up help. We work for the practice, never for the trustee, and we do not give advice in Australia.
Do you promise returns or performance for an SMSF?
No. Pages and ads stay with your registration, your process and what a first conversation covers. Promises about returns create risk for the practice and often attract the wrong people, so they are not part of the offer in Australia.
How do you keep SMSF marketing separate from administration and bookkeeping?
We write pages and ads for advice only, and treat administration, audit and bookkeeping as separate services unless your practice sells them. Clear lines help the right trustee find the right door and help your team avoid confused requests in Australia.
How do you qualify SMSF leads?
Forms ask whether the person wants help establishing a fund or advice on an existing one, plus the city and a preferred meeting type. We do not ask for balances or fund details. Your team sets the next question in the first call in Australia.
Does the practice need an office in each city?
No. We cover the cities your advisers staff and the regions you serve by video. Pages and listings say which is which, so a trustee knows whether to expect an office visit or a video call in Australia.
What do prospective trustees look for in an SMSF adviser?
They look for registration they can verify, clear wording on what advice covers and costs, experience with SMSFs rather than general advice only, and a first conversation that feels like help rather than a pitch. Pages should show those four things plainly in Australia.
How long before marketing produces SMSF meetings?
Search ads can bring requests within weeks if wording is approved and your calendar is open. SEO and content build over months. Trustees take their time, so we also track the conversations that start now and turn into clients later 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.
Let's Book More Trustee Conversations
If you advise SMSF trustees and want more qualified meetings, get in touch. We will look at your current site and enquiries and suggest where to start in Australia.