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Finance content marketing

Your prospects are checking you out online right now.

Social posts written, designed and published on autopilot – compliant, on brand, and built for finance brands

Try it
Industry
Brand colour

Publishes Monday 8:00am, on autopilot

As seen in ifa Broker Daily The Adviser Australian Broker MPA Australian Property Investor
Who we help

Built for three finance industries, only.

Specialising in your industry means you don’t need to tell us when the RBA meets, or explain what a clawback is, what an FDS renewal means, or why nobody wants to talk about Div 7A in June.

Mortgage and finance broking

Protect the trail you already earned.

Stay in front of your clients between settlements, so the refinance happens with you and not with a comparison site.

Trail bookClawbacksFixed rate roll-offsRefinance windowsServiceabilityPre-approvalsCashback churnAggregator complianceConstruction drawsTrail run-off
Retain and win ideal clients →
Financial advice and planning

Be known before the referral arrives.

Content that lowers financial fear at scale, so the people your accountants and brokers send you already trust you.

Best interests dutyFDS renewalsStatements of adviceReferral partnersFee-for-serviceInsurance in superRetirement drawdownIntergenerational wealthEstate planningPlatform reviews
Showcase the value of advice →
Accounting and bookkeeping

Be valued more than the tax return.

Show the difference you make to a bottom line all year, not just the week the work lands on your desk.

EOFYBAS seasonDiv 7ATrust distributionsAdvisory conversionFBTPayroll and STPInstant asset write-offCloud migrationR&D offsets
Make a case for advisory →
Getting started

Three minutes to set up. Then your content engine runs.

You set your preferences – industry, ideal clients, tone of voice, service areas, topics, visual identity – once. The entire library reconfigures around your brand.

1

Set your preferences

Fill in the branding form once. Upload your logos, branding assets, photos. Social Broker will curate and customise your content.

Your topics

Rates and the RBAFirst home buyersRefinancing Borrowing capacityFixed rate expiryClient wins
2

Connect your channels

Link your social profiles through our scheduling portal. No need to share passwords, and you can disconnect any time.

LinkedInConnected
InstagramConnected
FacebookConnected
Google BusinessConnect
3

Approve, or don’t

Your first preview is ready within five business days. Request edits or approve it, and your posts will start publishing.

Approve Ask for a change

15 posts ready to go for Month One

Where we publish

Four platforms. Each one doing a specific job.

LinkedIn

Where referral partners, BDMs and licensees check whether you are worth sending work to.

Instagram

Where a prospect goes after someone mentions your name, before they ever call you.

Facebook

Where your local community already is, and where a good settlement story travels far.

Google Business

Where you appear when someone searches your name, and the one many brands ignore.

Every Social Broker tier publishes to all four platforms to maximise your reach and improve your SEO & AEO. See why each platform matters

Verified reviews

The proof is in what our clients say, not what we do.

The Decision Safety Map™

Why the strategy actually works.

No ideal client is basing their decision on one social post. Over the month, your content covers all three territories – making your audience feel safer to choose you.

01Territory one

Reduce threat

Make the decision feel safe before it feels smart.

  • Loss aversion
  • Authority
  • Social proof
  • Ambiguity aversion
02Territory two

Increase clarity

Strip the decision down to something plain and concrete.

  • Processing fluency
  • Specificity
  • Anchoring
  • Future pacing
03Territory three

Justify the action

Give someone a reason they can repeat back to themselves.

  • Contrast effect
  • Curiosity gap
  • Reciprocity
  • Identity aspiration

Marketing a high-trust service like yours requires a different approach to the usual techniques. Your Social Broker content is underpinned by the latest in neuromarketing, to help people trust you.

See the full map
The difference

Built exclusively for finance brands.

What Social Broker is

A content system built for finance professionals, running on behavioural science.

  • A content system that runs automatically
  • Compliant, AFSL safe communication
  • Messaging built on consumer psychology
  • Brand matched visuals and voice
  • Supports retention and referrals
  • Built exclusively for finance brands

What it is not

Generic marketing that stops the moment you get busy or hand it to an agency.

  • An agency you need to brief and manage
  • Generic content with compliance risk
  • Posting for likes and surface metrics
  • Templates every brand looks the same in
  • Content that stops when life does
  • One size fits all marketing
The real cost of the alternative

All your social content in one simple subscription.

 
Social Broker
Agency
In-house hire
Monthly fee
$199–$825
$2k–$6k
$6k–$9k
Time to start
3 minutes
2–4 weeks
2–3 months
Your input
One form
Briefs, meetings
Managing a person
Commitment
Cancel any time
3–6 months
Notice period

Agency and in-house figures are market estimates and will vary.

Pricing

Choose how vocal you need to be.

Two months free

Boost

Show up every week without thinking about it.

$199

per month + GST · cancel any time


  • 10 posts a month
  • Static graphics
  • Tone from our library
  • Four channels
Start Boost

Elevate

Be recognised before the referral is made.

$495

per month + GST · cancel any time


  • 15 posts a month
  • Static, carousel and video
  • Two custom posts a month
  • Four channels
Start Elevate

Signal

Be the one people quote as industry expert.

$825

per month + GST · cancel any time


  • 15 posts a month
  • Graphs, tables, infographics
  • Up to four custom posts a month
  • Quarterly strategy calls
Start Signal
Your questions

We’re an open book.

How does Social Broker actually work?
You set your brand preferences, choose your topics and connect your social profiles. From there it runs automatically, delivering on brand, compliant content every week.
Is the content compliant?
Yes. Built for finance professionals and designed to sit with ASIC, AFSL, aggregator and licensee expectations. Educational and credibility building, never advice based.
Will my content look like someone else’s?
No. Your brand, tone, topics and niche shape what you receive. We curate and customise the content engine to your preferences.
How much of my time does it need?
About ten minutes a month if you choose to review posts. Most of our clients let the content engine run on autopilot.
Which platforms do you publish to?
Facebook, Instagram, LinkedIn and your Google Business profile, on the same schedule.
Do I need to share my passwords?
No. You connect through our scheduling portal and can disconnect any time.

Not ready to choose a plan yet?

Leave your email and we’ll send you a sample week of content for your profession, no obligation.

About a minute. No card, no commitment.