AI Growth Marketing · New Zealand

AI growth marketing for NZ firms ready to use AI on purpose.

The next 12 months separate brokers and sales-led specialists who figured out what to use AI for from the ones who didn't. We help NZ brokerages and specialist advisors put pre-approved leads in the CRM, grow without grinding more weekends, and stop being the broker AND the marketing department AND the AML compliance officer.

Run the free 60-second AI-Search Audit Or read the about page

Engagements from $3.5k–$7k/mo depending on scope. Run by the operator, not a sales rep. Three anonymised case studies below.

The 2026 broker reality

You're watching three things happen at once.

A client rang you last quarter and mentioned they'd asked ChatGPT what rate they should be on. The BNZ in-app pre-approval flow just ate another easy one before it even hit the broker channel. And every founder on LinkedIn is shouting about an AI tool, most of whom can't tell you what business problem the tool actually solves.

The fear isn't AI itself. It's not knowing what to build it for. Or who to trust to build it.

The pivot

AI used right is the biggest growth lever in a decade. Almost no one is using it on purpose.

Used well, AI doesn't replace your people. It makes the people you already have radically more efficient.

That's the whole game. Tools that turn a sole-operator broker into one who produces like a five-broker shop. Tools that let a $40m trail book run on the workload of a $20m book. Tools that turn the Facebook ads experiment nobody could defend at year-end into a queue of pre-approved purchase leads sitting in your CRM on Monday morning.

That's the lever your competition is still afraid of. Not a software pitch. Not a campaign deck. A way of running your brokerage that lets you grow without grinding.

The aspirational future

Six months from now. Two years from now.

Six months in

You open MyCRM on a Monday and twelve pre-approved purchase leads are queued. Not rate-shoppers. Not tyre-kickers. The system found them, qualified them, and queued them. You ring the first one in 90 seconds. By Friday you have three applications in.

One year in

A client rings on a Wednesday morning: "I asked ChatGPT for the best mortgage broker in [my city] and your firm came up first. So here I am."

Two years in

The aggregator BDM rings you on a Thursday: "You're top 20 nationally for new lending this quarter. What's changed?" You can answer in one sentence.

That's the brokerage we help you build. We don't sell software. We don't sell campaigns. We install the growth lever, train it on your book, and walk out leaving you with infrastructure that keeps working whether we're still in the room or not.

Pre-selection

This isn't for every NZ brokerage.

It's for brokers and specialist advisors who already know how to sell and want flow. If your pipeline is fine, your referral REAs are still feeding you, and you're not trying to grow past where you are, we're the wrong fit. We won't waste your time and you won't enjoy ours.

If you're a sales-led broker, a tax specialist, an insolvency practitioner, or any NZ specialist who can already close and wants the next twelve months to look different, keep reading. The work below is built for you.

Proof

Three businesses. Three before-and-afters.

Anonymised at the clients' request. Ask about them on the discovery call. None are brokers because we don't yet have a published broker case study. The growth patterns transfer directly.

Case study 01

A UK accounting SaaS startup.

Their founder rang us with a category nobody was searching for and a product nobody had heard of. Twelve weeks later, the sales team walked into Monday meetings reading from a pipeline that arrived on its own. Tracking pipe rebuilt from scratch. Paid acquisition pointed at the right buyer. An AI call-scoring system that meant the founder stopped listening back to every demo. For a broker, this is the playbook for turning a quiet website and a thin LinkedIn into a CRM with new pre-approved enquiries every week.

Case study 02

A NZ first-home-buyer campaign in Christchurch.

A regional brand reaching first-home-buyers in a market where the incumbent banks owned every search result. Full magnet research, landing page, paid stack, conversion-tracked end to end. By the end of month three, the team had a campaign they could keep running for a decade without rebuilding it. For a broker watching bank in-app flows eat the easy clients, this is the proof you can be in the answer before the bank app is.

Case study 03

A Christchurch insurance broker.

Mid-sized broker, decades of relationships, watching the younger end of the market drift to comparison sites and ChatGPT. We rebuilt the measurement layer first so every recommendation after it was defendable. Twelve months in, the principal was no longer the marketing department. The pipeline got reviewed in five minutes. For a mortgage broker, this is the closest analogue. The work transfers directly. The compliance shape is similar. The result was the same.

Who you're talking to

Greg Dickson.

CMO. Founder. Operator.

CMO at Gerrard's Insurance. Founder of PipeHQ (multi-client agency). Founder of SettledLoop (own SaaS). Ten-plus years actually running growth inside businesses. Every recommendation pressure-tested on a P&L he's personally accountable for.

You talk to Greg. The work is done by Greg. Finally an agency run by someone who's actually grown a business.

Read the full about page →

The deal

What you actually walk away with.

Most agencies sell you campaigns. When the retainer ends, the work ends. The pipeline goes back to zero and you're hiring the next agency next quarter.

We install growth infrastructure your brokerage owns. The systems sit inside your business, trained on your voice, running on your data. Twelve months in, the brokerage has a pre-approved-lead pipe that didn't exist before. Twenty-four months in, the brokerage has a story for the aggregator conference, the second-broker hire, the exit conversation. The growth keeps compounding whether we're still in the room or not. That's the version of your brokerage worth showing up to work for in 2028.

What we do

For NZ brokerages and specialist advisors.

Outcome-led. Sizzle first. Ingredients live in the services-page FAQ if you want to see the mechanism.

Win the next twelve pre-approved purchase conversations.

Without working another Saturday. Inbound from AI search, peer-grade outreach, paid social that doesn't embarrass anyone, all routed into a booking funnel that responds in three minutes. The kind of weekly lead flow that lets you hire the second broker without betting the family home on it.
Become the broker AI sends people to.

When a prospect asks ChatGPT or Perplexity or Google's AI for "best mortgage broker [your city]", your name is in the answer. The window for NZ brokers to claim that lane is roughly 18 months. Probably less.
Open Monday CRM. See 12 pre-approved leads.

Not rate-shoppers. Not tyre-kickers. Pre-qualified by the system before you got to your desk. The kind of week where the first call goes out before the coffee is poured.
Plug the trail-book leak.

Every refi that walks across the road to a bank app costs you $40 a month in trail commission for the next ten years. We install the re-engagement engine that catches clients before the bank app does.
Stop being the marketing department.

On top of running the brokerage. Inbound triage, first-response drafting, content repurposing, and proposal/scenario drafting all sit inside AI systems trained on your voice. The hours you used to lose to admin go back into client meetings that pay commission.
End the year-end conversation forever.

A monthly broker-ready report the aggregator BDM can read in two minutes. The "what am I paying the agency for" question never gets asked again.

Pricing

Engagements from $3.5k–$7k/mo depending on scope.

A residential mortgage settlement pays $3k–$8k in commission. A commercial deal pays $4k–$25k or more. One extra residential settlement a month covers the low end of the retainer. Two extra settlements a month covers the high end.

For a $200k+ GCI broker, the question is "does this credibly deliver one or two extra settlements a month?" not "is this expensive?"

The scope flexes as the brokerage grows. Quarter one we install the foundation. Year one the second broker becomes hireable because flow is predictable. Year two the conversation is about exit multiples on a real business, not on a trail book.

Honesty

Who this is not for.

If your answer to AI in 2026 is "we'll wait and see," we are not the right agency. The waiting room has a clock on it now and we work better with brokers who can hear it ticking.

If you want a 60-page strategy doc that sits in a drawer, a pay-per-lead consumer funnel where the same lead's been sold to four other brokers, or someone to dance on TikTok for you, also not us. We don't sell decks, we don't sell shared leads, and we don't sell stunts.

If you're happy where you are, your trail book is enough, and the next twelve months looking like the last twelve sounds fine, we are genuinely the wrong agency. You'll get more out of a long lunch with your BDM than out of us.

If you can already sell, you want flow, and you can already feel the floor tilting under the broker channel, you're who we built this for.

Start with the audit

Drop your URL. Get the scorecard in 60 seconds.

Drop your brokerage's URL in. Sixty seconds later you get a one-page scorecard showing which queries your prospects are asking AI in your region, where you're being cited, and where another broker is being mentioned instead. If the scorecard tells you something you wish you'd known six months ago, book a 20-minute call with Greg. You walk away with a diagnostic of what to do next quarter, whether you work with us or not.

Run the free 60-second AI-Search Audit Or book a 20-min call with Greg