Marketing with the discipline of investment management.
We’re the Performance Marketing Partner for NZ financial services firms. Unfold helps challengers cut wasted spend, focus on what works and scale growth with confidence.
The real problem isn’t effort.
It’s focus.
Most finance & investment firms have plenty of marketing activity — ads, content, funnels — but it’s scattered.
Costs stay high, conversions lag, and it’s hard to compete with larger providers who have more margin and bigger budgets.
That’s where we come in: we cut through the noise, connect everything into one system, and scale only what proves ROI.
Simple. Smart. Systematic
1. Discover Clarity.
Together, we uncover what’s driving results—and what’s not—by mapping your current marketing activity against your business goals.
We identify high-value audience segments and key growth opportunities, then prioritise actions that deliver real leads, sales, and ROI. No fluff. No guesswork.
2. Design Confidence.
We connect every part of your marketing — SEO, Google Ads, social, content, website, automation, and AI tools — into one streamlined system.
Our team simplifies the complexity of modern marketing tech so your business can run smarter, not harder, with a system that scales and future-proofs your growth.
3. Execute Performance.
We roll out campaigns and improvements in focused phases, continually optimising as we go.
You’ll see measurable results at every stage, supported by clear data, budget-aligned actions, and a strategy that evolves with your business.
Pinnacle Life — Turned around a 2-year sales decline into consistent growth.
Increased policy sales (YOY) 226%.
Reduced acquisition costs by 41%.
Built a sustainable marketing engine in a shrinking market.
We’ve helped businesses just like yours.
Margo Flanagan | Co-Founder, Two Raw Sisters
“I’ve never worked with a team like Unfold. Their approach is next-level.”
Why Finance Sector Firms Choose Unfold.
Clarity.
Know exactly what’s driving results.
Confidence.
A connected system, not scattered tactics.
Performance.
Lower costs, better leads, sustainable growth.
Tech Partners include:
Your Performance Marketing Partner for NZ Financial Services.
We manage your marketing with the same discipline and accountability you apply to your investment strategies.
Data-led. Systematic. Focused on ROI.