How to Get More Customers as a Financial Advisor in Perth

Introduction

Most financial advisors in Perth built their client base the same way: referrals from existing clients, a handshake at a networking event, maybe a sponsorship at the local footy club. And fair enough — that approach worked well for a long time.

But the landscape has shifted dramatically.

In 2026, 97% of consumers search online before choosing a local service provider. That includes people looking for financial advice. They're typing "financial advisor near me" into Google at 10pm on a Tuesday. They're reading reviews on their phone during lunch. They're asking ChatGPT which advisors in Perth specialise in retirement planning.

If your practice doesn't show up in those moments, you're invisible to a massive pool of potential clients — people actively looking for what you sell.

The good news? Most of your competitors haven't adapted either. The financial advice industry in Perth is wide open for any advisor willing to invest in their online presence. We're not talking about gimmicks or cold calls. We're talking about proven, repeatable systems that put your practice in front of the right people at the right time.

This guide walks you through exactly how to get more customers as a financial advisor in Perth — step by step, no fluff.

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TL;DR

• This is a step-by-step guide to getting more customers as a financial advisor in Perth
• We cover Google Maps, reviews, your website, content marketing, and AI search optimisation
• Average client lifetime value for a financial advisor ranges from $2,000 to $10,000+ in ongoing fees
• Most of these steps cost nothing but time — and the ones that cost money deliver measurable ROI
• You'll know exactly what to do first, what to measure, and when to bring in help

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Step 1: Claim and Optimise Your Google Business Profile

Your Google Business Profile (GBP) is the single most powerful free tool available to any financial advisor in Perth. It's the listing that appears in Google Maps and the "local pack" — those three businesses shown at the top of local search results.

When someone searches "financial advisor Perth" or "financial planner Subiaco," Google pulls from GBP listings first. If yours isn't claimed, verified, and optimised, you're handing those leads to whoever's profile is.

Here's how to set it up properly:

Claim and verify your listing. Go to business.google.com and search for your practice. If it exists, claim it. If it doesn't, create it. Google will verify your ownership through a postcard, phone call, or email.

Complete every single field. Business name (your registered practice name — don't keyword-stuff it). Address. Phone number. Website. Hours. Services offered. Write a compelling business description that includes your location and key specialisations — retirement planning, SMSF advice, wealth management, whatever your focus is.

Choose the right categories. Your primary category should be "Financial Planner" or "Financial Consultant." Add secondary categories like "Investment Service," "Retirement Planning Service," or "Tax Consultant" if relevant.

Upload quality photos. Your office. Your team. Professional headshots. Google rewards listings with photos — they get 42% more requests for directions and 35% more website clicks than those without.

Post regularly. Google lets you publish updates, offers, and articles directly on your profile. Use this weekly. Share market commentary, client success themes (without identifying details, obviously), or links to your blog content.

Keep your NAP consistent. NAP stands for Name, Address, Phone number. These details must be identical across your website, GBP, and every other directory you're listed on. Inconsistencies confuse Google and hurt your rankings.

This one step alone can generate multiple new enquiries per month. We've seen Perth financial advisors go from zero map pack visibility to consistent top-three rankings within 90 days of proper optimisation.

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Step 2: Get Your Website Ranking for Local Keywords

Your website is your digital shopfront. But a pretty website that nobody finds is just an expensive business card. You need it ranking for the terms your potential clients actually search.

Start with your core keyword targets:

• "Financial advisor Perth"
• "Financial planner Perth"
• "Financial advisor [suburb]" — think Joondalup, Fremantle, Rockingham, Mandurah, Osborne Park

Build dedicated service pages. Don't lump everything onto one "Services" page. Create individual pages for each service: retirement planning, superannuation advice, SMSF management, insurance advice, investment strategy, estate planning. Each page should target a specific keyword like "retirement planning advice Perth."

Create suburb-specific pages. This is where most financial advisors miss a trick. If you serve clients across the Perth metro area, build pages targeting each key suburb. "Financial advisor Joondalup." "Financial planner Fremantle." Each page should include unique content about serving clients in that area — not just the same text with the suburb name swapped in.

Nail the technical basics:

• Fast loading speed (under 3 seconds)
• Mobile-responsive design (over 60% of local searches happen on phones)
• Proper title tags and meta descriptions with your target keywords
• Schema markup for local business
• SSL certificate (HTTPS)
• Clear calls to action on every page — phone number, contact form, booking link

Your homepage matters most. Make it crystal clear who you are, where you're located, what you specialise in, and how to contact you. Don't bury the phone number. Don't make people hunt for a way to book a consultation.

For a deeper dive into ranking strategy, check out our complete guide to SEO for financial advisors in Perth.

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Step 3: Build a Review Generation System

Reviews are the digital version of word of mouth — except they work 24/7 and influence every potential client who finds you online. Google confirmed that reviews are a direct ranking factor for local search. More reviews (and better ones) push you higher in the map pack.

But here's the thing most advisors get wrong: they wait for reviews to happen organically. They don't. You need a system.

When to ask: The best time to request a review is immediately after a positive client interaction. Just completed a comprehensive financial plan? Ask. Helped a client consolidate their super and save thousands? Ask. Delivered an annual review that gave them peace of mind? Ask then.

How to ask: Keep it simple and direct. Here's a template that works:

"Hi [Name], it was great catching up today. If you've found our advice valuable, would you mind leaving us a quick Google review? It really helps other people in Perth find quality financial advice. Here's the direct link: [your review link]"

Send this via email or text within 24 hours of the interaction.

Make it easy. Generate your direct Google review link (search "Google review link generator") and include it in your email signature, on your website, and in follow-up communications.

Respond to every review. Thank positive reviewers by name. Address negative reviews professionally and promptly. Google and potential clients both notice how you handle feedback.

Set a target. Aim for two to four new reviews per month. Consistency matters more than volume. A steady stream of recent reviews signals to Google that your practice is active and trusted.

Most financial advisors in Perth have fewer than 10 Google reviews. Getting to 30+ with a 4.8+ star rating puts you in a dominant position locally.

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Step 4: Create Content That Attracts Customers

Content marketing isn't about churning out blog posts for the sake of it. It's about answering the questions your ideal clients are already asking — and being the one they find when they search.

Start with what people actually search for:

• "How much super do I need to retire in Perth?"
• "Best SMSF accountant Perth"
• "Should I consolidate my super funds?"
• "How to find a good financial advisor"
• "Financial advisor fees Australia"

These are real queries with real search volume. Every one of them represents a potential client in research mode.

Blog posts and guides build trust before the first meeting. When a prospect reads your detailed guide on retirement planning in Western Australia, they've already started to see you as an authority. By the time they book a consultation, you're not a stranger — you're the expert who helped them understand their options.

Focus on three content types:

1. Educational guides — in-depth articles on specific financial topics relevant to Perth residents
2. FAQ content — short, direct answers to common questions (these perform well in Google's featured snippets and AI search results)
3. Local content — commentary on WA-specific financial matters, state government policy changes, Perth property market insights as they relate to financial planning

Publish consistently. Two to four quality articles per month is enough. Quality over quantity. Each piece should be genuinely useful, well-structured, and optimised for a specific keyword.

For more on content strategy tailored to financial services, read our guide on local SEO for financial advisors in Perth.

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Step 5: Optimise for AI Search (GEO)

Here's what most marketing agencies won't tell you yet: the way people search is changing fast. ChatGPT, Perplexity, Google's AI Overviews, and Microsoft Copilot are increasingly where consumers start their research. And these tools don't show ten blue links. They recommend specific businesses.

Generative Engine Optimisation (GEO) is about making sure your practice gets mentioned when someone asks an AI, "Who are the best financial advisors in Perth?"

How AI search engines decide who to recommend:

• They pull from authoritative, well-structured web content
• They favour businesses with strong reviews and consistent online presence
• They reference trusted directories, media mentions, and industry associations
• They prioritise clear, factual, well-cited information

What you can do right now:

• Ensure your website content directly answers common questions in a clear, structured format
• Get listed in reputable financial services directories (FPA Find a Planner, Adviser Ratings, Yellow Pages, True Local)
• Build mentions across relevant websites — industry publications, local business directories, guest articles
• Structure your content with proper headings, bullet points, and FAQ sections that AI tools can easily parse

GEO is still early, but the advisors who start now will own this channel. We wrote a full breakdown of this opportunity in our guide on GEO for financial advisors in Perth.

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Step 6: Track Your Results

You can't improve what you don't measure. And you shouldn't spend money on marketing without knowing what's working.

Track these metrics monthly:

• Google Business Profile insights — how many people viewed your listing, clicked to call, requested directions, visited your website
• Website traffic — total visitors, traffic from organic search, which pages get the most visits
• Keyword rankings — where you rank for "financial advisor Perth" and your other target terms
• Phone calls and form submissions — use call tracking numbers if possible; at minimum, ask every new enquiry how they found you
• Review count and average rating — track month over month
• Cost per lead — if you're spending money on marketing, divide total spend by total new enquiries

Use free tools to start: Google Analytics, Google Search Console, and your Google Business Profile dashboard give you most of what you need at no cost.

Review quarterly. Look at trends, not single data points. Did calls increase after you published new content? Did rankings improve after you built suburb pages? This data tells you where to double down and where to adjust.

If you want help setting up proper tracking and reporting, get in touch with our team — we set this up for every client we work with.

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When to Hire a Professional

Everything in this guide is doable yourself. But let's be honest — you became a financial advisor to give financial advice, not to learn SEO and manage Google listings.

Consider doing it yourself if:

• You have 5+ hours per week to dedicate to marketing
• You enjoy learning digital marketing fundamentals
• Your budget is genuinely tight and time is more available than cash

Consider hiring a professional if:

• You'd rather spend that time with clients (where your hourly rate is significantly higher)
• You want faster results with fewer mistakes
• You need a consistent, accountable system rather than ad hoc efforts

At Searchmaxxed, we work exclusively with service-based businesses across Australia. Our packages for financial advisors in Perth range from $500 to $2,000 per month and include Google Business Profile management, local SEO, content creation, review generation systems, and GEO optimisation.

One new ongoing client could pay for an entire year of marketing. The maths tends to speak for itself.

Book a free strategy call and we'll show you exactly where your practice stands and what it would take to dominate local search in your area.

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Frequently Asked Questions

How can financial advisors get more customers online? Optimise your Google Business Profile, build a website that ranks for local keywords, generate consistent reviews, publish helpful content, and get visible in AI search results.

What's the fastest way to get more calls as a financial advisor? Optimise your Google Business Profile and actively request reviews from happy clients. Most advisors see increased calls within 30 to 60 days.

How much should I spend on marketing as a financial advisor? Between 5% and 10% of revenue is standard. For most Perth advisors, $500 to $2,000 per month delivers strong ROI given high client lifetime values.

Is Google Ads or SEO better for financial advisors? SEO delivers better long-term value and lower cost per lead. Google Ads can supplement while SEO builds momentum. Both work, but SEO compounds over time.