The Yardstick Agency

Marketing excellence for the financial services profession

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About us

“Be a yardstick of quality” – Steve Jobs

We’re a marketing agency that specialises in helping financial advisers and planners to market their businesses more effectively. We also help investment managers, and service and product providers.

We know that financial advisers and planners change the lives of their clients. We also know that many firms sometimes need help with their marketing. So, whether it’s websites or branding, newsletters or social media, you can rely on us to use our financial services knowledge and experience to deliver great marketing outcomes.

We work strategically with firms, too. We’ll start by putting solid marketing foundations in place. Once that’s done, we’ll then design and implement a strategy to achieve your goals.

Whether you’ve got a specific marketing challenge, need a strategy to deliver business growth, or just feel that something is missing, get in touch. We’re here to help.

Hear from our clients

Working with some great businesses.

Ian Else

Founder & Financial Planner

"The brand, logo and website has hit the brief perfectly and I couldn’t be happier! I wouldn’t hesitate to recommend them.”

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Heather Hopkins

NextWealth

"They were a delight to work with – super responsive to our requests and also brought lots of good ideas to the table."

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Rob Gill

Altura Mortgage Finance

"Best of all, their results driven approach is both refreshing and helping us achieve real goals. Thank you Yardstick!”

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James Mackay

Independent Financial Adviser & Managing Director

"If you’re a financial services firm looking for marketing experts, The Yardstick Agency should be your first call.”

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Tom Orchard

Independent Financial Adviser

"I’m a big Yardstick fan now and look forward to working with them on future projects."

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Alasdair Walker

Chartered Financial Planner, Hunter Aitkenhead & Walker

"We have felt like collaborators, rather than customers, and feel like Phil and his team has a vested interest in our marketing success that far exceeds his fee.”

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Our core values

Our core values guide us, informing every decision we make

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Core Value #1

We freely share our knowledge to help financial advisers and planners improve their marketing

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Core Value #2

We strive to be ‘good eggs’; taking care of ourselves, each other, our clients and the wider community

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Core Value #3

We aim to be the ‘go-to’ financial services marketing agency by exceeding expectations and embracing innovation

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Core Value #4

We give feedback constructively and accept it graciously; learning from it and incorporating it into our future work

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Core Value #5

We instil confidence in our clients by delivering consistently high quality work on time

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Core Value #6

Our passion is reflected in the quality of our work and the subsequent success of our clients

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Core Value #7

We communicate with each other and our clients effectively; listening carefully, speaking honestly and offering encouraging advice

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Core Value #8

We all play our part in building a fun and constructive environment, conducive to personal development and producing great results for our clients

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Whatever your marketing challenges, we're here to help. Simply complete this form and we'll be in touch.

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