Featured In
Macquarie
We build the sales infrastructure and growth systems that help established advice firms move beyond referral dependence. Designed around your compliance environment, your ideal client, and your existing practice.
No obligation. Takes 30 seconds to book.
See Case StudiesComplimentary Growth Strategy Assessment
60-minute working session directly with Allan, the founder. No obligation.
Book Your AssessmentTakes 30 seconds to book.
Trusted by independent, dealer group owned, and aligned licensee firms across Australia.
Macquarie
These are the patterns we see in almost every established practice that comes to us.
Your growth has always come from referrals, referral partners, and word of mouth. It worked for years. But now it is inconsistent. Good months feel random. Quiet months feel permanent. There is no system behind it and no way to control the flow.
You are taking clients who are not the right fit because you can not afford to say no. Lower fund levels, transactional relationships, clients who do not value advice. You know what your ideal client looks like but you have no way to systematically reach them.
Every new client requires you personally. Networking events, coffee meetings, follow-up calls. You are deep in fulfilment and acquisition is an afterthought. You are working in the business instead of on it and growth is capped at what you personally can do.
There is no documented acquisition process your team can follow. No nurture sequence. No content strategy. No way to know what is working and what is not. If you have multiple advisers, you have no visibility into what they are actually doing to grow the book.
Your CRM has hundreds or thousands of contacts who went quiet. Past prospects, lapsed clients, event attendees. They are not dead. They just stopped hearing from you at the right time with the right message. That is a growth asset sitting untouched.
You know your advice model works. You have the clients to prove it. But there is no infrastructure to scale it. No content targeting the right people at the right time. No automated nurture. No way to turn what works into a repeatable, scalable system.
Every system is custom-built for your firm, fully managed, and designed to compound over time.
We research and build a detailed profile of your ideal client. Not a generic persona. A specific, data-driven portrait of the exact person your firm serves best, and where to find them.
Dedicated resources, guides, and marketing assets created under your brand. Education-first content that positions your firm as the authority and builds trust before anyone picks up the phone.
Automated nurture sequences across email, SMS, and digital touchpoints. Prospects are engaged over weeks and months with the right message at the right time until they are ready to meet.
Before anyone hits your calendar, they have been pre-qualified, received preparation emails, and have a clear summary of what the meeting covers. You only meet people who are ready.
Full visibility at any time. A dedicated dashboard you and your team can access to track every lead, every touchpoint, and every conversion. Real metrics, not vanity numbers.
Regular reporting, performance reviews, feedback loops, and continuous refinement. We are a partnership, not a set-and-forget vendor. The system gets better every month it runs.
We map your ideal client profile, audit your current book, and design a compliant acquisition strategy tailored to your practice.
We create the content, build the nurture sequences, and deploy the systems. Everything goes through compliance review before it goes live.
We monitor performance, A/B test messaging, reactivate cold leads, and scale what works. You just take the meetings.
Most firms operate without any of this. Here is what shifts when the infrastructure is in place.
You stop wondering where the next client is coming from. The system runs in the background and delivers a predictable flow of qualified conversations every month.
You know exactly where every lead came from, what they engaged with, and where they are in the pipeline. No guesswork. No "I think the ads are working."
Growth is no longer dependent on one referrer, one event, or one good quarter. You have multiple channels feeding a single pipeline. If one slows, the others carry.
Referrals remain valuable but they are one channel among several. You have outreach, content, nurture, reactivation, and paid all working together systematically.
Every dollar spent is traceable to a result. Monthly reporting shows cost per lead, cost per client, pipeline value, and return on investment. Real numbers, not promises.
The longer the system runs, the better it gets. Your database grows. Your nurture sequences improve. Your cost per client decreases. This is infrastructure, not a campaign.
Allan Whatmore is not a marketer who learned about financial services. He is a financial services professional who built a marketing system specifically for it.
That means we understand compliance boundaries before we write a single word, and we speak the same language as your clients, your team, and your licensee.
This is all we do.
No other firm in Australia combines the industry experience, the understanding of the advice process, the compliance expertise, and the systems capability to build and manage acquisition infrastructure specifically for financial planning firms. That is what makes us different.
Allan Whatmore
Founder, Growth Studio Agency
"Allan and his team are proactive and always helpful, consistently finding ways to maximise results and return on investment. 10/10!"
"Allan's creativity and understanding of successful digital customer communications are outstanding. A rare combination of technical skill and strategic thinking."
"Allan and his team were extremely helpful and knowledgeable in driving our B2B marketing campaign. We reached a new target segment through GSA."
"Allan understands the financial services industry well, particularly the cutting edge between marketing and information technology."
How we have helped financial planning firms move beyond referral dependence.
Challenge
25-year-old practice with a dormant database of past clients and a clear opportunity in aged care advice. No reliable way to reach the right families at scale. Previous agencies had overpromised.
What We Built
"Get ready for the ride. You need to properly resource your team. The system works, we just had to make sure we could handle what it produced."Andrew, Principal, WealthPartners — Sydney
Challenge
Wanted to expand from mortgage broker referrals into the pre-retiree market. Clients with $1M+ in super who need complex advice. No systematic way to reach this demographic. Sceptical that digital marketing could attract high-value clients.
What We Built
"I did not expect anything like the response we have had. If you do not have a referral partner giving you four or five leads a week, you should talk to GSA."John, Principal, FPS Queensland — Northlakes, QLD
Each interview runs 20-30 minutes and covers the full experience. From the initial challenge through to results.
Retirement Advice
Aged Care
SMSF
That is the most common thing we hear. And it is usually because the agency did not understand the compliance environment, did not do the research to understand your specific client profile, or ran a generic campaign that attracted the wrong people. GSA is built specifically for financial planning firms. We have worked inside the compliance frameworks of some of Australia's most rigorous licensees. The assessment is designed to show you exactly how our approach is different before you commit to anything.
On average, this saves firms 10-15+ hours per week compared to doing acquisition themselves. Everything is done for you. Content, targeting, nurture sequences, appointment booking, reporting. Your role is to show up to the qualified meetings and provide feedback on what you are seeing. We handle the rest.
Bought leads are someone else's asset. You have no control over the quality, the compliance of the process that generated them, or the relationship with the prospect. We build your firm's own audience. You own the data, the contact list, and the relationship from day one. The system compounds over time, which means the longer it runs, the more efficient it becomes. That is the structural difference.
It depends on the scope. Every firm is different and the inputs required to get the desired outcome vary based on your business case, your niche, and where you are starting from. That is exactly what the assessment is for. We will get an understanding of where you are at as a business and what the right approach looks like before any numbers are discussed.
We work directly with your licensee's compliance requirements. Every piece of content, including ads, emails, SMS scripts, and landing pages, is reviewed against your specific licensee's framework before it goes live. We have been through this process with some of Australia's most rigorous dealer groups. Nothing goes out that we would not be comfortable presenting to ASIC directly.
You do. Everything we build, we build for you. The contact lists, the content, the nurture sequences, the landing pages, the data. It is all yours. We build it inside your systems and you retain full ownership. You are never locked in or dependent on us to access your own assets.
Most clients see their first qualified appointments within 2-3 weeks of launch. Full pipeline momentum typically builds over 60-90 days as nurture sequences mature and we optimise based on real data.
A 60-minute working session directly with Allan, the founder. We will specifically address the challenges above as they apply to your practice. Not a sales pitch. A real conversation.
A clear map of where your clients actually come from. Most firms are surprised by what the data shows.
An honest look at your risk profile if referrals slow down. No sugarcoating.
What a compliant, education-based acquisition system looks like specifically for your firm.
You will leave knowing exactly what to do next, whether that is working with us or not.
No obligation. No sales pitch. 100% complimentary.
Select a time that suits you. This is a genuine, no-obligation conversation with Allan personally. No junior consultants, no pre-recorded presentations.
If it is not the right fit, we will tell you. You will still walk away with something useful.