Do You Have Questions?

Below you’ll find answers to the most common questions you may have.
If you still can’t find the answer you’re looking for, please contact us.

General Questions

  • We primarily work with financial advisers in Australia, but we also service clients in New Zealand and Singapore. Our expertise in the financial advice industry allows us to tailor marketing strategies that align with region-specific regulations and client expectations.

  • We work with solo advisers, small and medium-sized practices as well as large firms. Whether you're just starting out, scaling your business or looking to dominate your market, we provide marketing solutions tailored to your growth stage.

Our Services & Approach

  • At VEMM, we provide 360° marketing solutions designed for financial advisers at different stages of business growth. Our services include referral marketing, brand positioning, website design & optimisation, email nurture sequences, SEO, content marketing, social media marketing, chat marketing, paid advertising and marketing automation. Whether you're looking to strengthen your foundation, expand your reach or establish yourself as an industry leader, we tailor a marketing strategy that aligns with your goals.

  • Yes, we offer one-off projects for specific areas of marketing, such as implementing our referral strategy, which includes coaching, scripts and automation tools. However, most of our clients choose to partner with us long-term, as strategic marketing is an ongoing process that evolves with your business growth.

  • We have a deep understanding of the compliance requirements financial advisers face in Australia, New Zealand and Singapore. Our content and marketing strategies are developed with ASIC regulations in mind, ensuring messaging is ethical, accurate and within the guidelines set by your licensee. We work closely with advisers to align marketing materials with compliance expectations while maintaining engaging and effective communication with prospects.

Working With Us

  • The first step is to schedule an online or face-to-face meeting with us. Based on this session, we develop a marketing roadmap tailored to your business goals. Once we agree on a strategy, we sign a service agreement, process the initial payment and begin the onboarding process. After onboarding, we implement your customised marketing strategy.

  • Marketing is a long-term investment, and results depend on factors such as your starting position, competition and the marketing strategies implemented. Some elements, like paid ads, can yield faster results, while SEO and referral marketing take longer to build momentum. Think of marketing like a financial plan: just as investment strategies take time to deliver returns, a well-executed marketing strategy compounds over time to generate sustainable growth.

  • Our initial contract is for three months, which allows sufficient time to start generating results. After that, we operate on a month-to-month basis. We don’t believe in locking clients into long-term contracts. We focus on delivering results that make you want to stay with us.

  • Our pricing depends on your specific needs and the marketing strategy we develop for you. Our Fundamentals program starts at $2,000 as a one-time investment for setting up and implementing our referral strategy. For more advanced programs, pricing is customised based on your business goals and marketing scope. Unlike offshore providers offering low-cost, templated solutions, we provide high-quality, locally managed marketing services that deliver measurable results.

  • We have three core marketing programs—Fundamentals, Expansion and Advanced Growth—each designed for different stages of business growth. Within these programs, we tailor a marketing strategy specifically for your goals and business trajectory.

  • Absolutely. We can review your existing strategy, refine it where necessary and execute it to ensure you achieve your business goals effectively.

  • Yes. We provide monthly reports with key metrics, giving you clear insights into campaign performance and areas for optimisation.

Common Concerns

  • Yes! Our Fundamentals marketing program is designed specifically for advisers starting out. We help establish your brand, refine your positioning and create a strong digital presence to build credibility and attract your ideal clients.

  • Many advisers come to us after previous marketing efforts didn’t deliver results. Often, the issue isn’t marketing itself but a misaligned strategy, poor execution, lack of consistency or trusting a “pop-up” marketing agency with no relevant experience. We take a structured approach, focusing on strategies that are proven to work for financial advisers, ensuring your marketing efforts translate into real business growth.

  • Yes. As part of our strategy session, we assess your existing marketing, identify gaps and provide recommendations on how to improve and optimise your efforts.

  • Social media isn’t a requirement, but it can be a powerful tool for building trust and engaging with prospects. Our approach is to ensure your social presence supports your overall marketing strategy without becoming overwhelming. If social media isn’t your strength, we manage it for you so you can focus on your business.

  • We do not offshore our marketing work, ensuring all services are handled by experienced professionals who understand the financial services industry. With over a quarter of a century of combined experience, we provide sophisticated, highly customised marketing solutions that drive real business growth. Many low-cost providers cut corners, resulting in generic strategies and suboptimal results. If you’re looking for a marketing partner that delivers measurable success, we focus on value over price, ensuring every dollar spent contributes to your long-term growth.