Digital tools like our KiwiSaver Tool and Online Fact Find are incredibly effective at capturing leads on your website. But they don't have to be your only strategy.
Combining smart tech with traditional and creative marketing tactics can help you build a steady, reliable pipeline of KiwiSaver clients, without relying solely on cold calls or referrals.
Before diving in, if you haven't explored how our Tools can do much of the heavy lifting for you, check out our guide: Using Our Tools to Generate KiwiSaver Leads. It explains how advisers can turn their website into a 24/7 lead-generation engine.
Here are nine strategies financial advisers can use to spark more KiwiSaver conversations and generate quality leads:
1. Offer a KiwiSaver Health Check
A KiwiSaver Health Check is a simple, attractive offer for potential clients. Position it as a short 15–30 minute session to help people see whether:
- They’re in the right fund for their long-term goals
- Their contribution rate is on track
- Fees are eating into their retirement savings
This type of session provides value upfront, builds trust, and naturally opens the door to deeper advice. You can promote it through your website, social media, or email newsletter.
2. Create a Lead Magnet
A lead magnet is a free resource or incentive offered to potential clients in exchange for their contact information, usually an email address. It’s a simple way to start a relationship with prospects interested in your services without asking for a commitment upfront.
Examples could include:
- “3 Common KiwiSaver Mistakes and How to Avoid Them”
- “Is Your KiwiSaver on Track? Quick Guide for 20–40-Year-Olds”
- “KiwiSaver Tips for First-Home Buyers”
Offer the guide as a free download in exchange for their email, then follow up with a personalised email inviting them to complete your Online Fact Find.
3. Record Short Explainer Videos
Videos are highly engaging and can be repurposed across multiple channels. A 2–3 minute video explaining:
- The basics of KiwiSaver fund types
- How contribution rates affect growth over time
- Common mistakes clients make
…can establish your credibility and encourage viewers to take the next step.
A call-to-action is a prompt that tells viewers exactly what you want them to do next. Embed the video on your website and include a clear call-to-action encouraging viewers to complete your KiwiSaver Tool or Online Fact Find.
4. Share Case Studies
Real-life examples are powerful. Share anonymised stories of clients who benefited from reviewing their KiwiSaver, such as:
“We helped Sarah, 31, discover her fund didn’t match her risk profile. After switching, her projected balance increased by $78,000 by retirement.”
End with a call-to-action that encourages readers to see what you could do for them. Case studies show results, not just promises.
5. Run Targeted Facebook or Google Ads
Paid advertising can drive highly targeted traffic. For KiwiSaver, consider:
- People aged 25–50
- Individuals who recently changed jobs or purchased a home
- Audiences interested in retirement planning
Even a modest advertising budget can generate qualified leads when combined with your website tools or landing pages.
6. Partner with Employers or Mortgage Brokers
Collaborate with local businesses or mortgage brokers to run KiwiSaver info sessions or workshops. Employees or first-home buyers are already thinking about their finances, making these sessions a natural opportunity to introduce your advice services. Use your KiwiSaver Tool live during the session to provide value and collect leads on the spot.
7. Add a KiwiSaver Call-to-Action to Your Email Signature
Use your email signature to encourage readers to take the next step. A simple line like:
“Not sure if your KiwiSaver is on track? Check it today.”
Link it directly to your KiwiSaver Tool or Online Fact Find. This way, every email you send becomes a potential lead source.
8. Engage Your Existing Clients
Many clients haven’t reviewed KiwiSaver in years. Add it to your regular client check-ins, or send a seasonal email:
“KiwiSaver Spring Clean: Are you making the most of your contributions?”
Include a link to your Online Fact Find for a seamless follow-up.
9. Host a Live Q&A
A free online Q&A session can attract clients who want to understand KiwiSaver better. Keep it simple: 30 minutes, answer common questions, and demonstrate your expertise. At the end, invite attendees to complete your Online Fact Find or schedule a personalised session.
Build a Pipeline That Works
By combining educational content, personalised tools, and creative engagement strategies, advisers can attract, qualify, and convert KiwiSaver leads consistently.
