Key Takeaways
- Pay only for qualified leads — no retainers, no ad spend, no management fees.
- Leads are fully qualified against your criteria before delivery (balance, age, SMSF interest, location).
- All leads are exclusive by default — you don't compete with other advisers.
- Real-time CRM delivery to Salesforce, HubSpot, Zoho, GoHighLevel & more.
- 8 superannuation lead types available including SMSF, consolidation, and retirement planning.
- No lock-in contract — pause or cancel anytime, unused credit is refundable.
Only Pay for Fully Qualified Superannuation Leads
Most superannuation advisers and financial planning firms waste thousands of dollars each month paying for leads that never convert. Generic financial services lead generation companies sell the same enquiry to multiple advisers, apply agency markups, and deliver prospects who don't meet your suitability criteria.
Your Pay Per Lead is built differently. Every superannuation enquiry delivered to your business has passed through qualification filters you define — before it reaches your inbox or CRM. If a consumer doesn't meet your criteria, they can't submit.
Result: Your team speaks only with Australians who are actively seeking superannuation advice, meet your minimum balance requirements, and fall within your target demographic — from day one.
You control:
- Qualification criteria — balance thresholds, age brackets, SMSF interest
- Target demographics — employment status, income range, retirement timeline
- Geographic targeting — national, state-by-state, or postcode-level
- Lead volume — set daily or weekly caps that suit your capacity
- Budget — add credit as needed; no ongoing billing, no lock-in
Built Exclusively for Australian Superannuation Professionals
This is not a generic financial lead generation platform. Every campaign is structured around Australian superannuation search behaviour, APRA regulatory considerations, and the specific enquiry types that superannuation advisers and SMSF specialists actually need.
Our superannuation lead generation campaigns are designed around real demand in these areas:
- APRA-regulated super funds — member acquisition and advice referrals
- SMSF establishment enquiries — high-balance individuals seeking to self-manage
- Superannuation consolidation — Australians merging multiple super accounts
- Retirement phase transitions — pre-retirees aged 55–70 seeking structured guidance
- Insurance inside super — life, TPD, and income protection reviews
- Employer-sponsored fund reviews — employees comparing default fund options
- Fee and performance comparisons — cost-conscious members seeking better returns
Who Is This Superannuation Lead Generation Platform For?
If you need a consistent supply of qualified superannuation enquiries from Australians who are actively searching and ready to engage, this platform is built for you:
Why Super Firms Are Switching From Agencies to Direct Lead Access
For years, the standard model for sourcing superannuation leads in Australia has been to engage a lead generation marketing agency. That agency buys wholesale enquiries, adds a margin, charges a monthly management retainer, and delivers results that are difficult to verify.
For nearly a decade, our team operated behind the scenes — supplying superannuation and financial services enquiries directly to agencies who resold them to advisers at significant markup. This platform removes the middle layer. You now access the same supply directly, at the price agencies paid, without the retainer.
Direct Access vs. Traditional Agency Model
| Feature | Your Pay Per Lead | Traditional Agency |
|---|---|---|
| Monthly retainer | None | $1,500–$5,000+/mo |
| Lock-in contract | No | 3–12 months typical |
| Lead exclusivity | Default exclusive | Often shared (3–5 buyers) |
| Qualification control | Full — you set criteria | Minimal — agency decides |
| Pricing transparency | Pay per qualified lead | Bundled into retainer |
| Unused credit | Refundable | Non-refundable |
| CRM integration | Real-time delivery | Manual CSV / delayed |
Why Lead Qualification Matters for Superannuation Advisers
In the superannuation space, an unqualified lead is not just a wasted call — it is a compliance risk. Speaking with a prospect who falls outside your AFSL's advice scope or target market determination (TMD) requirements can expose your practice to regulatory liability.
Many advisers working with generic lead generation companies experience:
- Prospects with super balances below the viable advice threshold
- Consumers who were actually looking for banking, not superannuation
- Leads already engaged with another adviser or fund
- Enquiries from outside your licensed geographic area
- Prospects who don't meet your target market determination
Superannuation Lead Qualification Filters Available
Every campaign lets you configure qualification gates before a prospect can submit an enquiry. If they don't qualify — they can't proceed.
This improves adviser productivity and increases close rates because your team speaks only with prospects who meet suitability guidelines from the first contact.
How Our Superannuation Lead Generation Services Work
Getting started takes minutes. There is no onboarding fee, no lengthy setup, and no agency to brief. You are in control from day one.
Upload Credit to Your Wallet
Add credit to your wallet to activate campaigns. Unused credit remains fully refundable under platform terms — there is no minimum spend and no lock-in period. You are in complete control of your budget at all times.
Select Your Superannuation Campaign
Browse available campaigns filtered by price per qualified lead, enquiry type, demographic targeting, and qualification depth. Choose the campaign that aligns with your ideal superannuation client profile and your AFSL's advice scope.
Set Your Volume and Receive Leads in Real Time
Set your daily or weekly lead volume cap. Once activated, qualified superannuation enquiries are delivered directly to your CRM or inbox in real time — allowing your team to respond while prospect intent is at its highest.
Superannuation Lead Types and Enquiry Categories
The following superannuation lead types are available on the platform. All enquiries are generated through compliant digital acquisition campaigns targeting Australians who are actively seeking help — not passively browsing.
| Lead Type | Description | Intent |
|---|---|---|
| Fund Comparison | Australians comparing super funds by fees, performance, and features. | High |
| Super Consolidation | Individuals looking to merge multiple super accounts into a single fund. | High |
| Lost Super Search | Australians attempting to locate and recover lost or unclaimed superannuation. | Medium |
| SMSF Establishment | High-balance individuals seeking to set up a self-managed super fund (SMSF). | High |
| Retirement Planning | Pre-retirees seeking structured guidance on retirement transition and drawdown strategies. | High |
| Employer Super Review | Employees reviewing their employer-sponsored super fund options and default investments. | Medium |
| Fee Comparison | Consumers comparing administration and investment fees across multiple super funds. | High |
| Insurance Inside Super | Individuals reviewing life insurance, TPD, or income protection held within their super fund. | High |
CRM Integration and Real-Time Lead Delivery
Choose how superannuation enquiries are delivered to your business. All delivery options are configured from your campaign dashboard — no developer or IT setup required.
- Real-time auto distribution — leads pushed to your CRM the moment they submit
- Scheduled batch delivery — leads sent at your preferred time of day
- Multi-adviser routing — distribute by region, speciality, or team member
- Round-robin allocation — fair distribution across your adviser team
- Webhook & API delivery — direct integration into your own systems
Compatible CRMs include: Salesforce, HubSpot, Zoho CRM, Pipedrive, ActiveCampaign, GoHighLevel, Keap, Microsoft Dynamics 365, Freshsales, and Follow Up Boss. Faster response times dramatically improve engagement rates, particularly for competitive super enquiry categories.
Ready to Access Qualified Superannuation Leads?
No retainers. No lock-in. Only pay for verified superannuation enquiries from Australians who meet your qualification criteria.
Frequently Asked Questions — Superannuation Lead Generation
These are the most common questions from superannuation advisers, SMSF specialists, and financial planning practices considering the platform.
Superannuation lead generation services are structured digital marketing systems that attract and qualify Australians actively searching for superannuation assistance. Unlike traditional advertising that charges for impressions or clicks, these services deliver inbound enquiries from consumers who have demonstrated clear intent — you only pay for verified, qualified leads, not for ad spend or management fees.
Traditional lead generation agencies charge management retainers, buy wholesale leads, mark them up by 40–100%, and resell them — often to multiple advisers. Your Pay Per Lead removes the agency layer entirely. You access leads directly at wholesale prices, with full transparency on pricing and qualification criteria. No management fees. No markup. Unused credit is refundable.
A fully qualified superannuation lead meets your predefined criteria before it is delivered. You configure filters including:
- Minimum super balance (e.g. $100,000+)
- Age bracket (e.g. 50–65)
- Retirement timeframe (e.g. within 5 years)
- SMSF interest level
- Geographic location (state or postcode)
- Employment status and income range
A prospect who does not meet these criteria cannot submit an enquiry — protecting your team from unqualified contacts from the outset.
By default, all superannuation leads are exclusive to your business. You are not competing with other advisers for the same enquiry. Shared lead options may be available at a lower price point if preferred, but exclusivity is the default campaign setting on this platform.
After uploading credit and activating a campaign, qualified superannuation enquiries can begin flowing within hours, depending on campaign demand and your chosen target region. Real-time delivery means your team can respond to prospects while their intent is at its peak — significantly improving contact and conversion rates.
No. There are no lock-in contracts, minimum terms, or ongoing management retainers. You control your wallet balance and can pause or cancel campaigns at any time. Unused credit is refundable under platform terms. This is the direct opposite of the traditional agency model.
Available campaign types include: super fund comparison enquiries, superannuation consolidation requests, lost super searches, SMSF establishment enquiries, retirement planning consultations, employer-sponsored super reviews, fee comparison requests, and insurance inside super enquiries. All are generated through compliant digital acquisition targeting high-intent Australians.
The platform supports real-time lead delivery to all major CRMs including Salesforce, HubSpot, Zoho CRM, Pipedrive, ActiveCampaign, GoHighLevel, Keap, Microsoft Dynamics 365, Freshsales, and Follow Up Boss. Leads can also be delivered via email notification, webhook, or API for custom integrations.
Stop Paying for Unqualified Superannuation Enquiries
Access structured, high-intent demand built specifically for the Australian superannuation market. Join advisers already receiving verified leads directly — without agency fees or lock-in contracts.