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Most marketing agencies make you book a call before they’ll tell you what they charge. We don’t think you should have to.

Orchard & Digital Marketing Pricing

If you’re a mortgage broker, insurance or financial adviser, or wealth planner considering investing in digital marketing, you should be able to understand what it might cost, what you’re actually paying for, what makes the price go up or down, and whether the investment makes sense for your business before sitting through a sales call.

So, we’ll show you.

Most Orchard clients invest between $1,500 and $5,000 per month in management fees, plus an initial setup fee. If you’re running paid advertising, your ad spend is separate and paid directly to the advertising platforms.

Here’s how it all works.

Work out your estimate

You don’t need to decide today whether Orchard is the right agency. First, decide whether this level of marketing investment makes sense for your business. Use the estimator to get your likely range.

If the numbers look sensible, book a conversation and we’ll work through your goals, budget and potential return together. If we think you should spend less, we’ll tell you.

If we think you’re not ready yet, we’ll tell you that too. And if we believe there’s a genuine opportunity to grow your business together, we’ll show you what we’d do next.

Orchard Financial Marketing

Estimate your investment

Tell us what you do, pick your focus and channels, and set a monthly ad budget. We'll show your monthly fee, ad spend and one-off setup instantly.

1 — What do you do?

3 — Which channels? select one or more

4 — Monthly ad budget per channel

5 — Contract length

What are Orchard's Prices?

$ 1500+ Monthly

Meta Ads or Google Ads
Landing Pages + Forms
Marketing Automation & CRM

$ 2.5K+ Monthly

Starter +
Multiple campaigns
Increased lead volume

$ 5K+ Monthly

Growth +
SEO + Content marketing
Outsourced marketing team

What Are You Actually Paying For?

When comparing marketing agencies, it’s easy to look at a monthly retainer and assume you’re comparing like with like.

Usually, you’re not.

Your total marketing investment can include three different things.

1. Your monthly management fee

This is what you pay Orchard to actually do the work.

Depending on your package, that can include strategy, email marketing, Google Ads, Meta Ads, landing pages, lead magnets, content, SEO, local marketing, CRM management, sales pipeline setup, tracking and reporting.

One month we might be heavily focused on advertising creative. Another month we might build two new landing pages, test new headlines and write video scripts.

We don’t want you worrying about whether every additional task is going to result in another invoice.

That’s why we bundle as much of the work as practical into your monthly retainer.

2. Your initial setup fee

Before we start, there’s a one-off setup fee.

For most engagements, this ranges from $2,000 to $6,000, depending on the level of marketing we’re building.

Why?

Because the first month is usually the most labour-intensive part of the engagement. We’re setting up accounts, tracking, campaigns, CRM systems, sales pipelines, landing pages, advertising creative, email sequences and everything else needed to get the engine running properly.

The setup fee is paid before work begins.

3. Your advertising spend

If you’re running Google, Meta, or other advertising, your ad spend is separate.

That money doesn’t come to Orchard.

It goes directly from your card to Google or Meta etc., which means you retain visibility and control over your advertising spend.

Think of advertising spend as fuel. Our job is to build and operate the engine. If you have a credit card with airports, this can be highly beneficial for you!

How much does it cost to work with Orchard?

In this video, we break down what it costs to work with Orchard, including our management fees, setup costs and the advertising budget you may need.

We’ll also explain what drives those costs up or down, so you can understand the likely investment and decide whether working with Orchard makes sense for your business.

Orchard's Digital Marketing Packages

There are three common ways financial advisers work with us.

Starter

$1,500/month
$2,000 setup fee
Recommended ad spend: from $1,500/month

Starter is our most common package for financial advisers who want a consistent flow of new leads generated under their own brand.

Rather than buying shared leads from a third party, we build and manage your own Meta advertising campaigns, landing pages and follow-up infrastructure. Leads are delivered directly into your Orchard CRM and sales pipeline, ready for you and your team to follow up.

It includes:

Meta Ads campaign management
Ad copy and creative
Campaign-specific landing pages
Lead forms and conversion setup
Orchard CRM
Orchard Sales Pipeline
Conversion tracking
Campaign optimisation and management
Performance reporting

Best suited to: financial advisers who are ready to invest in growing their business and want to generate their own leads, build their own database and strengthen their brand at the same time.

Growth

$3,000/month
$4,000 setup fee
Typical advertising spend: $2,000–$8,000/month

Growth adds active lead generation to your marketing system.

It includes:

Email campaigns
Google Ads management
Landing-page creation
Mailchimp / Orchard CRM
Orchard Sales Pipeline
Tracking management
Reporting

Best suited to: established advisers who are ready to invest consistently in generating new opportunities and have the capacity to follow those leads up.

What does that mean all-in?

A Growth client investing $3,000 with Orchard and $4,000 in advertising would have a total ongoing marketing investment of approximately:

$7,000/month

The important distinction is that $3,000 pays for the marketing operation and $4,000 is buying the advertising reach itself.

Comprehensive

$5,000/month
$6,000 setup fee
Typical advertising spend: $5,000–$35,000/month

Comprehensive is for firms that want Orchard involved across the wider digital marketing function rather than managing a single channel.

It includes:

Email campaigns
Meta Ads management
Google Ads management
Landing-page creation
Lead-magnet creation
Content strategy
Content optimisation
SEO and local marketing
Mailchimp / Orchard CRM
Orchard Sales Pipeline
Tracking management
Reporting

Best suited to: established, growth-focused firms that have the budget, sales capacity and ambition to operate across multiple acquisition channels.

A Comprehensive client spending $10,000 per month on advertising, for example, would have an approximate ongoing investment of:

$15,000/month — $5,000 to Orchard + $10,000 to the advertising platforms.

View an example strategy proposal

Click below to view an example strategy proposal for a fictional firm, Harvest Financial.

This is what we present to companies prior to signing. It includes strategy overview, charts and diagrams, investment options, and more.

Digital Marketing Pricing 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.

Why don't you offer one fixed price for everyone?

Well we do in many cases, but because different firms need different levels of marketing pricing will vary.

An adviser nurturing an existing database doesn’t need the same resources as a multi-adviser firm running Google, Meta, email, SEO and content simultaneously for example.

Our three standard levels give you a starting point without pretending every business requires exactly the same thing.

Is advertising spend included in your fee?

No.

Advertising is paid separately and directly to Google, Meta or the relevant platform.

Will your fee increase if we increase our ad spend?

Not automatically. Our standard retainers aren’t calculated as a percentage of your advertising spend.

If increasing spend substantially changes the complexity or scope of the work required, we’ll discuss that with you rather than quietly adding a percentage to your invoice.

What's the setup fee for?

The beginning of an engagement involves a disproportionate amount of work: strategy, account creation, tracking, CRM setup, pipelines, creative, copy, landing pages, forms and campaigns. The setup fee covers that initial build.

Are landing pages extra?

For campaigns where landing pages are required, they’re incorporated into the scope of our packages rather than treated as an unexpected per-page charge.

Do you offer financing?

When do I pay?

Your setup fee is paid before work begins. Monthly management invoices are issued in arrears and are due seven days after invoicing. Advertising spend is paid directly to the advertising platform.

What if my budget isn't high enough yet?

We’ll tell you. Sometimes your next best investment isn’t paid advertising. It might be cleaning your database, improving your follow-up, strengthening referrals or fixing your website first.

How quickly should I expect results?

That depends on the channel, starting point, budget and market. Paid campaigns can begin generating data and leads relatively quickly, but meaningful performance should be judged over enough time and volume to make good decisions rather than a handful of days.

Do I still need to follow up the leads?

Absolutely. Generating the lead is only part of the process. Fast, consistent follow-up is one of the most important factors in turning marketing opportunities into revenue.

Have a more specific question?

What is it like working with Orchard?

In this video, we break down what it costs to work with Orchard, including our management fees, setup costs and the advertising budget you may need.

We’ll also explain what drives those costs up or down, so you can understand the likely investment and decide whether working with Orchard makes sense for your business.