FINANCIAL PLANNING / RETIREMENT CONSULTATION GROWTH
FITZPATRICK FINANCIAL GROUP (QLD)
Australian wealth advisory firm increasing retirement planning consultations
through educational webinar funnels, targeted search campaigns,
and nurture-based conversion systems.
📌 Client Snapshot
- Industry: Financial Planning & Wealth Advisory
- Services: Retirement Planning • Investments • Wealth Strategy
- Location: Queensland
- Goal: Increase retirement planning consultations
- Prospects researching but delaying decisions
- Website messaging too technical
- Older demographic less engaged online
- Opportunity for education-driven funnel
🚧 Challenges & 🧠 Strategy
Challenges
- Long decision cycle for retirement planning
- Complex financial messaging reducing engagement
- Low trust from cold digital traffic
- Need for education before consultation
Strategy
- Create educational retirement webinar funnel
- Run Google Ads targeting retirement planning searches
- Offer downloadable retirement checklist
- Implement automated email nurture sequence
⚙️ Execution
Launched “Planning Retirement in Australia” webinar funnel
Google Ads targeting retirement-related keywords
Created downloadable retirement checklist lead magnet
Automated nurture email sequence guiding prospects to consultation
Google Ads targeting retirement-related keywords
Created downloadable retirement checklist lead magnet
Automated nurture email sequence guiding prospects to consultation
📈 Results (9 Months)
Retirement consultations: +39%
Webinar attendance: +312 registrants
Lead-to-client conversion: +22%
Avg portfolio value per client: +18%
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