Landing Page + Meta Ads + Audience Strategy + Lead Dashboard Analysis
Auditing: info.lucernepartners.com (Unbounce hosted)
| Element | Current State | Assessment |
|---|---|---|
| Title Tag | Wealth Management Australia | Private Wealth & Asset Management | Good |
| H1 Headline | "Tailored Investment Solutions For Australian High Net Worth Investors" | Generic |
| Subheadline | "Our global network ensures access to asset classes and themes not broadly available" | Vague |
| Primary CTA | "Download Investment PDF" | Functional, not compelling |
| Form Fields | Full Name, Email, Mobile, Postcode (all required) | 4 fields = friction |
| Social Proof | None visible | Critical gap |
| Testimonials | None | Critical gap |
| Awards / Badges | None (3x AAIA awards exist but not shown) | Major missed opportunity |
| Video | None (YouTube channel exists) | Missed opportunity |
| Media Logos | None (AFR, Ausbiz, LiveWire, etc. featured historically) | Major missed opportunity |
| Mobile Sticky CTA | Yes, "Download Brochure" | Good |
| Phone Number | Clickable in header | Good |
| AFSL Compliance | Footer includes AFSL 481217, CAR, ABN | Compliant |
Data period: 90 days (Nov 2025 to Feb 2026) + lifetime LEED dashboard data
| Campaign | Spend | Leads | CPL | CTR | Assessment |
|---|---|---|---|---|---|
| Prospecting [Conversions] | $3,439 | 52 | $66.13 | 3.27% | Top performer |
| Prospecting [Broad] | $772 | 10 | $77.20 | 2.84% | Needs scale test |
| Retargeting | $554 | 6 | $92.38 | 2.89% | High CPL |
| Targeting | Spend | Leads | CPL | Lifetime Deals | Verdict |
|---|---|---|---|---|---|
| Job: Managing Director | $1,271 | 22 | $57.77 | 1 (Theo Noel) | Best CPL, scale up |
| Interest: Wealth Management | $1,327 | 21 | $63.20 | 2 (Dobbin, Trevor) | Strong + converts |
| Interest: High-Net-Worth | $841 | 9 | $93.43 | 3 (Barry, Ian, Rob) | Expensive but converts |
| Broad | $772 | 10 | $77.20 | 0 | No deals yet |
| Website Traffic (Retargeting) | $554 | 6 | $92.38 | 0 | Expensive, no deals |
| Segment | Spend | Leads | CPL | % of Leads | Action |
|---|---|---|---|---|---|
| Males 65+ | $1,919 | 32 | $59.97 | 47% | Best segment. Scale. |
| Males 45-54 | $957 | 16 | $59.84 | 24% | Strong. Maintain. |
| Males 55-64 | $1,358 | 14 | $97.02 | 21% | Expensive. Optimize. |
| Females 55-64 | $129 | 3 | $43.04 | 4% | Small sample. Test. |
| All Others | $402 | 3 | $134 | 4% | Low ROI |
| Creative | Leads | Signed Deals | Notes |
|---|---|---|---|
| [11-2024] Ad 14 | Copy 06 | Image 11 | 113 | 3 | All-time best. 3 signed deals (Rob, Mark, David). Keep running. |
| [10-2024] Ad 12 | Copy 06 | Image 09 | 77 | 1 | Strong volume. 1 signed deal (Ian). |
| [11-2024] Ad 15 | Copy 06 | Image 12 | 70 | 0 | Good volume but no deals yet. Monitor. |
| [05-2024] Ad 07 | Multi Text | Image 03 | 31 | 0 | Older creative. Fatigue likely. |
Analysis of the Lucerne lead tracking spreadsheet with 486 enriched lead records.
| Stage | Count | % of Total | Notes |
|---|---|---|---|
| No Stage Recorded | 332 | 68% | No follow-up tracked. Biggest issue. |
| No Connection | 71 | 15% | Called but couldn't reach |
| Call: Not Interested / Irrelevant | 63 | 13% | Includes competitors + unqualified |
| Follow Up Booked | 7 | 1.4% | Active pipeline |
| Signed | 7 | 1.4% | ~$20.3M total invested |
| Call: Interested (No Meeting) | 3 | 0.6% | Warm leads not progressed |
| Introduction Meeting Booked | 2 | 0.4% | Active pipeline |
| Client | Date | Audience | Est. Investment | Monthly Fee |
|---|---|---|---|---|
| David Leyonhjelm | Dec 2024 | LLA - Leads | $8,000,000 | $2,000 |
| Trevor Remington | Mar 2025 | Wealth Management | $3,000,000 | $2,500 |
| Mark Bradley | Nov 2024 | Unknown | $3,000,000 | $400 |
| Barry Janes | Mar 2024 | High-Net-Worth | $2,000,000 | $630 |
| Theo Noel | Apr 2024 | Managing Director | $1,500,000 | $800 |
| Ian | Feb 2025 | High-Net-Worth | $1,300,000 | $833 |
| Rob Sawkins | Nov 2024 | High-Net-Worth | $1,000,000 | - |
| Dobbin Maurie | Oct 2024 | Wealth Management | $500,000 | - |
| Month | Spend | Leads | CPL | Clients Won |
|---|---|---|---|---|
| Jan 2025 | $1,884 | 24 | $79 | 0 |
| Feb 2025 | $1,442 | 19 | $76 | 1 |
| Mar 2025 | $1,400 | 21 | $67 | 1 |
| Apr 2025 | $1,405 | 12 | $117 | 0 |
| May 2025 | $1,384 | 17 | $81 | 0 |
| Jun 2025 | $1,530 | 23 | $67 | 0 |
| Jul 2025 | $1,701 | 17 | $100 | 0 |
| Aug 2025 | $1,563 | 28 | $56 | 0 |
| Sep 2025 | $1,542 | 17 | $91 | 0 |
| Oct 2025 | $1,618 | 20 | $81 | 0 |
| Nov 2025 | $1,566 | 27 | $58 | 0 |
| Dec 2025 | $1,692 | 25 | $68 | 0 |
Current audiences are limited to three targeting approaches: Interest (High-Net-Worth, Wealth Management), Job Title (Managing Director), and Broad. There's significant room to expand, particularly for reaching individuals with $500K to several million in investable assets.
| Audience | Lifetime Leads | Deals | Deal Rate | Status |
|---|---|---|---|---|
| Interest: High-Net-Worth | 123 | 3 | 2.4% | Keep. Best conversion. |
| Interest: Wealth Management | 112 | 2 | 1.8% | Keep. Consistent. |
| Job: Managing Director | 56 | 1 | 1.8% | Keep. Best CPL. |
| Broad | 51 | 0 | 0% | Test more or cut. |
| LLA: Leads | 28 | 1 | 3.6% | Highest rate! Scale. |
| Website Traffic | 27 | 0 | 0% | Underperforming. |
| Interest: Private Equity | 11 | 0 | 0% | Too small to judge. |
| Priority | Audience | Why | Budget |
|---|---|---|---|
| P1 | Lookalike of Signed Clients (1%) | Highest expected ROI. LLA-Leads already at 3.6% deal rate. | $500/month |
| P1 | SMSF Interests | Perfect product-market fit. Large, wealthy, self-directed audience. | $400/month |
| P2 | C-Suite Executives | Expansion of best-CPL ad set (Managing Director). | $300/month |
| P2 | Alternative Investments Interest | Direct intent signal for Lucerne's product. | $300/month |
| P3 | Business Owners / Founders | Post-exit wealth deployment. Good profile match. | $200/month |
| P3 | AFR / Business News Readers | Affluent, financially literate. Good brand alignment. | $200/month |
Three new ad copy angles to test against the current Copy 06. Each takes a different positioning approach to find what resonates best with the HNW audience.
3x Award-Winning Alternative Investment Strategies.
Lucerne Investment Partners has been recognised as a top alternative investment manager at the Australian Alternative Investment Awards three years running (2022, 2023, 2024).
Our investment committee screens 500+ fund managers annually to identify opportunities most investors never see.
If you have $500K+ to invest and want access to institutional-grade alternatives, download our capabilities brochure below.
*Past performance is not a reliable indicator of future performance. Lucerne Services Pty Ltd (AFSL 481217).
We invest our own money alongside yours.
Lucerne Investment Partners is 100% employee-owned. Every recommendation we make, we back with our own capital. That's alignment you won't find at the big banks.
For over a decade, our team of financial experts has helped Australian high net worth investors access alternative investments, private deals, and tailored portfolio strategies.
Download our investment brochure to see how we work.
*Past performance is not a reliable indicator of future performance. Lucerne Services Pty Ltd (AFSL 481217).
Most wealth managers offer the same funds to every client.
We don't.
Lucerne Investment Partners manages select portfolios for Australian high net worth investors. Our global network gives you access to asset classes, alternative investments, and private opportunities that aren't broadly available.
We take on a limited number of new clients each quarter to maintain the level of service our investors expect.
Request our current investment options below.
*Past performance is not a reliable indicator of future performance. Lucerne Services Pty Ltd (AFSL 481217).
| Element | Copy 06 (Current) | Copy 07 | Copy 08 | Copy 09 |
|---|---|---|---|---|
| Lead Angle | Generic capability | Awards / proof | Alignment / trust | Exclusivity |
| Differentiator | None specific | 3x AAIA awards | 100% employee-owned | Limited capacity |
| Qualifier | None | $500K+ mentioned | Implied (HNW) | Implied (select) |
| Pattern Interrupt | No | Awards stat | Co-invest hook | "We don't" break |
| CTA | Download brochure | Download brochure | Download brochure | Request options |
| AFSL Disclaimer | Yes | Yes | Yes | Yes |
| Metric | Current | Projected | Change |
|---|---|---|---|
| Cost Per Lead | $77 | $55-65 | -15 to 25% |
| Lead-to-Client Rate | 1.6% | 2.5-3.5% | +55 to 120% |
| Monthly Leads | ~20 | ~25-30 | +25 to 50% |
| Clients/Year | 2-5 | 7-12 | Significant uplift |