Meta Ads
One of the key growth channels for financial advisers, we’ll make sure you’re campaigns are reaching who they are meant to.
Have a campaign running?
If you’re not happy with your current campaigns let us take a look.
Meta has made some major changes recently. Your targeting, creative, data all have to align and you can’t use marketing strategies or hacks from 2019. If you’re not seeing success, it’s probably time for a review.
New Accounts
Don’t waste time explaining what you do. Work with people that already know and can get you to market faster.
We’ve spent over a million dollars on Meta Ads on Mortgage, Insurance, KiwiSaver, and Wealth Planning campaigns.
Avoid the need to explain the difference between a refi and refix, or insurance policy types. Get campaigns that we know work up and running quick for your firm.
How We Work
From strategy to systems, we make your online marketing work like a well-oiled machine.
Plan
We identify what exists, what’s missing, what’s working, and what’s possible, then build the digital foundation you need.
Launch
From website to content to automations, we set up the tools that attract, nurture, and convert quality clients.
Grow
We don’t just launch and leave, we optimise, improve, and support your growth with performance data and ongoing tweaks.
Work with Orchard. Grow Your Future.
You owe it to yourself and your business to work with the best. To work with experienced professionals.
Book a chat below and we can work out your goals and how best to reach them and at what price. Whether it’s Google, Meta, Email, or fundamental assets like your Website or CRM holding you back, we can help.
Don’t let another month, quarter, year go by with sub-par results.
Plan Your Growth
Shift from guessing to clarity. Review your past performance and build a strategy that moves you forward.
What’s covered:
- Review your history and set your goals
- Define who is your target audience
- Setting your budget: Time, resources, and costings
- Executing the plan
- Tracking and progress checks
Download the guide below:
People we've worked with
We’ve partnered with a variety of mortgage, insurance, and financial advice firms helping them grow and generate consistent leads with confidence.
Orchard Team
A strategic duo driving adviser growth, together we deliver online solutions that work for financial advisers.
Orchard Team
A strategic duo driving adviser growth, together we deliver online solutions that work for financial advisers.
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Meta Ads FAQs
We know choosing the right marketing partner is a big deal. These FAQs should clear things up, and if not, we’re just a message away.
How much do you charge?
In general our pricing will start at $1000 per month and go up to $5000 for large spending national accounts. We will confirm pricing options with you after an initial meeting so we can see what you will actually need to achieve your goals.
What kind of results have you achieved for other financial advice firms?
We’ve personally worked with companies investing in Google and Facebook advertising, scaling them from $10,000 a month in spend to over $200,000 a month.
The true key to success with Meta Ads post the 2025 major update is having the right creative, matching with a relevant landing page, ensuring Meta has all the conversion data it needs, then delivering a lead to an adviser or appointment setter within seconds of completion.
Do you guarantee results?
We can guarantee you’ll have the closest and most specialist working experience with a digital agency. We can guarantee that we’ll only work with you if we think your goals and budget match what’s needed.
What we can’t guarantee is that the leads generated will all pick up the phone (even if we verify the number), or they’ll be ready to buy their first home immediately, or that people will choose a life policy with you.
We guarantee that we will report back to you on all the costs, and match those will your settlements and API so that you can see the return.
How quickly will I start to see results?
Some wins happen fast (like ad campaigns live within 2–3 weeks), while others take time to build (like SEO or content strategies). Most clients see meaningful progress within the first 30–90 days, and we’ll always set clear expectations upfront based on your goals and service mix.
What level of ongoing support do you provide?
We meet with clients every 2-3 weeks for 30mins to an hour. Here we go over campaign performance, hear back from you about the types of conversations you’re having with leads, and get feedback on any adjustments.
We track all marketing metrics, all leads generated, and if you’re using OrchardCRM, the progress of these leads by advisers.
You’ll have access to a 24/7 marketing dashboard, as well as OrchardCRM or a leads sheet where you’ll see every single lead generated for you.
Have a more specific question?
Let's work together
We partner with financial advisers to simplify marketing, scale sustainably, and grow with confidence. Ready to see what’s possible?
Let's Work Together
We partner with financial advisers to simplify marketing, scale sustainably, and grow with confidence.
Ready to see what’s possible?