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Fintech / SMSF
North Sydney
B2B & Enterprise
Performance Marketing

North Sydney Fintech — LinkedIn + Google Ads

A fintech platform halved its cost per sign-up by splitting LinkedIn for advisors and Google for SMSF queries.

6 months 8 min read Fintech / SMSF
-54%cost per account sign-up

TL;DR

Challenge:
A fintech platform running the same Google campaigns for financial advisors AND SMSF investors — $280 CPA on shared messaging.
Approach:
Split audiences: LinkedIn for advisors (compliance-focused), Google for investors (research intent), separate funnels.
Result:
Cost per sign-up down 54%, advisor sign-ups +200%, SMSF sign-ups +145%.

Key Results at a Glance

-54%

Cost per sign-up

$280$129

+200%

Advisor sign-ups

6/month18/month

+145%

SMSF investor sign-ups

22/month54/month

Client Context

Business Type

Fintech (SMSF investment platform)

Founded

2020

Team Size

32 employees

Market

Australia (advisors + self-directed investors)

Revenue Tier

$6M revenue

Stack Before

HubSpot, Google Ads (shared), no LinkedIn, no audience split

The Challenge

The platform targeted both financial advisors (B2B) and self-directed SMSF investors (B2C). Running the same Google campaigns for both audiences produced irrelevant clicks and a $280 cost per sign-up.

Goals & KPIs

North-Star Metric

Cut cost per account sign-up in half by splitting advisor + investor audiences

Supporting KPIs

Cost per sign-up

Target: Under $150

Advisor sign-ups/month

Target: 15+

SMSF investor sign-ups/month

Target: 50+

LinkedIn advisor ROAS

Target: 5x+

Google investor ROAS

Target: 4x+

Discovery & Research

Audit Findings

  • •Same campaign, same landing page for both audiences
  • •Compliance content mixed with retail investor content
  • •No LinkedIn presence
  • •Attribution model didn't separate audiences
  • •Messaging tried to serve both = served neither

Baseline Issues

  • •$280 cost per sign-up
  • •6 advisor sign-ups/month
  • •22 SMSF investor sign-ups/month
  • •Shared messaging diluting both

Competitor Insight

Top AU fintechs ran audience-split campaigns: LinkedIn for advisors with compliance content, Google for investors with education content.

Audience Insight

Advisors respond to compliance + efficiency; investors respond to control + returns + tax benefits — completely different persuasion frameworks.

Strategy

Core Hypothesis

“If we split audiences with dedicated funnels, cost per sign-up will halve because advisor + investor messaging needs are fundamentally different.”

Positioning Shift

(Advisor) "The SMSF platform your clients trust — full audit trail + compliance". (Investor) "Take control of your super — SMSF made simple".

Channel Mix

LinkedIn — advisors · 40%

B2B decision-makers

Google Search — investors · 40%

Research intent

Retargeting (both) · 15%

Nurture both funnels

Content marketing · 5%

Long-term authority

Our Approach

1

LinkedIn for financial advisors

Ran LinkedIn Sponsored Content targeting financial advisors, planners, and accountants — with whitepapers and demo offers tailored to their compliance and efficiency needs.

2

Google for SMSF investors

Targeted Google Search for "SMSF investment platform", "self-managed super fund options", "SMSF property investment" — reaching self-directed investors at the research stage.

3

Funnel optimisation

Separated landing pages, tracking, and nurture sequences by audience — advisors got compliance-focused content, investors got educational guides and comparison tools.

Phased Roadmap

1

Weeks 1–4

Audience Split

  • →Separate landing pages per audience
  • →LinkedIn advisor persona campaigns
  • →Google investor education campaigns
  • →Attribution model rebuilt
2

Weeks 5–16

Launch

  • →LinkedIn ads for advisors (compliance + audit trail)
  • →Google ads for investors (SMSF property, tax)
  • →Advisor sign-ups: 6/mo → 14/mo
  • →CPA: $280 → $180
3

Weeks 17–24

Scale

  • →Retargeting sequences per audience
  • →A/B tested advisor + investor LPs
  • →Scaled winning creative
  • →Advisor: 18/mo, Investor: 54/mo, CPA: $129

What We Built

Advisor landing page
SMSF investor landing page
LinkedIn campaigns (advisor persona)
Google Ads campaigns (investor intent)
Attribution model in HubSpot
Retargeting sequences per audience
Weekly cross-audience reporting

The Results

Monthly SMSF Investor Sign-ups

Before vs After — 6 Months

MetricBeforeAfterChange
Cost per sign-up$280$129-54%
Advisor sign-ups6/month18/month+200%
SMSF investor sign-ups22/month54/month+145%
“Splitting the audiences was obvious in hindsight. Advisors and investors need completely different messaging.”

Tom C.

CMO, Fintech Platform

Key Insights

  • →Splitting audiences was the highest-ROI change — obvious in hindsight
  • →LinkedIn advisor campaigns had 5.2x ROAS because messaging matched buyer persona
  • →Google investor campaigns closed faster with education content vs product features
  • →Attribution model was the operational unlock — you can't split what you don't measure

What's Next

Adding YouTube pre-roll for investor education, launching an advisor certification program, and testing intent-data overlay via Bombora.

Ready to see similar results?

Book a free strategy call — we'll audit your current setup and map out what growth looks like for your business.

Representative case study. Figures illustrate the type of outcomes achievable through these strategies for Australian businesses; individual results vary based on market, budget and starting position.