A structured three-phase programme to optimise the existing Illuminate website for organic visibility, lead quality, and conversion — culminating in a fully mapped smart funnel architecture ready for redevelopment. Three powerful points of difference are woven throughout every phase to build lasting authority and community with hardworking Aussie homeowners.
Deep research across Infinity Group Australia (Graeme Holm) and Henderson Advocacy (Jack Henderson) reveals clear strategic gaps that Illuminate can exploit immediately. Infinity dominates on brand scale and funnel sophistication — but sells a team, not a person. Henderson leads on content and confidence — but is a buyer's agent, not a broker. Perry's "Bank Insider" positioning sits in a unique space neither competitor owns. The 90-day plan below is built to claim it. Full competitive breakdown available on the Competitor Intelligence tab.
Four new video case studies every month — real clients sharing real outcomes from working with Perry. Embedded into dedicated website pages and deployed across social as high-converting funnel and trust-building assets.
A curated directory of trusted, vetted suppliers and service providers for Illuminate clients and website visitors — delivering tangible, ongoing value beyond the mortgage transaction and keeping Perry front-of-mind between settlements.
Perry takes the role of facilitator — bringing expert guests into honest, accessible conversations about property, wealth, and financial freedom. Varied tone of voice, organic following, and a clear pathway to a future e-learning product.
Diagnose & Quick Wins
Traffic & Trust Building
Conversion & Funnel Prep
Phase 1 Goal: Establish a data-driven baseline, deploy quick wins that generate measurable uplift within 30 days, and lay the groundwork for the Video Case Study programme, Lifestyle Marketplace architecture, and Podcast/Vlog series — all before the full site redevelopment begins.
Phase 2 Goal: Build consistent organic traffic through high-intent content, launch the Lifestyle Marketplace with 8–10 vetted providers, publish the first 2 podcast/vlog episodes, and continue the monthly Video Case Study cadence of 4 per month — turning every real client win into a digital marketing asset.
Compliance Note: All content referencing mortgage strategies, interest savings, and investment returns must carry appropriate ASIC disclaimers. Ensure Credit Guide is referenced in all lead-capture flows. Liaise with your compliance team before publishing numerical financial claims in blog content or podcast show notes.
Phase 3 Goal: Maximise conversion from existing traffic, prove the value of all three differentiators through data, begin scoping the future e-learning course, and deliver a complete Smart Funnel Architecture brief — so the website redevelopment begins with a proven, data-backed blueprint rather than guesswork.
| Funnel Stage | Page / Asset | Primary Goal | GHL Integration |
|---|---|---|---|
| TOFU — Awareness | Blog Posts ("Bank Insider" series), Video Case Studies, Podcast Episodes, Social Clips, TikTok tips | Organic discovery via competitor keyword gaps, email capture, trust-building | Lead magnet → GHL contact created + tagged by source (blog/social/podcast/TikTok) |
| MOFU — Consideration | Evergreen Webinar (homepage hero CTA, matching Infinity's primary funnel step) + Lifestyle Marketplace | Webinar sign-up, explore preferred providers, build relationship with Perry | SOAP email sequence triggered; marketplace viewed = engagement tag |
| MOFU — Nurture | 5-email SOAP Sequence + Podcast follow-up emails + "Bank Insider" tips series | Build trust, overcome bank-loyalty objections, nurture with Perry's insider knowledge | Automated GHL workflow — podcast episodes and Bank Insider tips as value-add emails |
| BOFU — Conversion | Strategy Call Booking Page | Book paid Discovery Call ($1,495) | Calendar booking → GHL opportunity; e-sign consent flow |
| Post-Conversion | Onboarding, Client Journey + Lifestyle Marketplace Access | Deliver value, generate referrals, deepen relationship — compete with Infinity's "financial trainer" model | Salestrekker handoff + marketplace welcome email + referral sequence |
| Future — E-Learning | Short Course (Kajabi/Teachable) | Authority positioning, passive lead nurture — filling the e-learning gap all three competitors currently leave open | Course sign-up → GHL tag → targeted follow-up sequence |
Conversion tracking, traffic attribution, behaviour analytics — free
Keyword ranking, crawl errors, indexation, Core Web Vitals
Free heatmaps and session recordings — no sampling, no limits
CRM, email, SMS, pipeline, automations, booking, e-sign, post-settlement sequences
Episode hosting, RSS distribution to Spotify, Apple Podcasts, YouTube auto-sync
Application lodgement and post-qualification pipeline handoff
A fully agile, sprint-based launch framework for MoDo — building the digital brand from the ground up, integrating all publishing and management platforms into a unified, fast-moving content engine. Three powerful differentiators give MoDo an immediate competitive edge in the crowded Australian property and mortgage market — from day one.
Infinity uses a dual-brand model (Infinity Group + Money Mentor) to separate corporate credibility from content personality — MoDo is Perry's equivalent of "Money Mentor." Henderson leads with bold, aspirational language and a Knowledge Hub that makes them the go-to information resource in their space. MoDo must launch with that same content authority from Day 1, not build to it. Every element of the MoDo GTM below is informed by what these two competitors do well — and where they leave the door wide open. Full analysis on the Competitor Intelligence tab.
A steady monthly pipeline of real Aussie success stories — each video becomes a standalone digital marketing asset with its own SEO-optimised landing page, social distribution, and lead-capture CTA embedded throughout.
MoDo's Lifestyle Marketplace positions the brand as more than a mortgage broker — it's a trusted ecosystem for Aussie homeowners at every stage of their property journey. Drives repeat visits, referral traffic, and co-marketing from every partner.
Perry leads expert conversations that build an organic following, establish authority through association, and naturally flow into a future e-learning product — creating a complete content ecosystem from awareness through to paid education.
Build the Foundation
Launch the Engine
Amplify & Optimise
Phase 1 Goal: Get MoDo operational across all digital touchpoints — fast. Website live with SEO infrastructure, all social channels branded and connected to the unified publishing platform, analytics tracking from Day 1, and the groundwork laid for all three differentiators: video production workflow, marketplace architecture, and podcast registration.
Phase 2 Goal: Execute a consistent, high-quality publishing cadence across all channels. Launch the Lifestyle Marketplace with its first cohort of preferred providers. Hit the 4 video case studies per month cadence. Publish 2 podcast episodes per month. Use SearchAtlas data to guide every piece of content. Build an engaged community in the Australian property and finance space.
| Source Asset | Repurposed Into | Platform | Turnaround |
|---|---|---|---|
| Pillar Blog Post | Email newsletter excerpt + CTA | Email platform | Same week |
| LinkedIn long-form article (adapted) | LinkedIn via unified platform | 3 days after blog | |
| 3× short-form social posts (hooks from subheadings) | Facebook, Instagram, TikTok | Spread across the week | |
| YouTube explainer video (8–12 min) | YouTube + TikTok short clip | Within 7 days | |
| Video Case Study | Before/after carousel (outcome numbers) | Instagram + LinkedIn | Day of publish |
| Native video clip (<90 sec highlight) | Facebook, TikTok, Instagram Reels, YouTube Shorts | Same week | |
| Podcast Episode | Show notes blog post + key insights | Website | Day of release |
| 3× social quote cards from best lines | All channels via unified platform | Day of release | |
| Email newsletter feature with episode CTA | Email platform | Same week | |
| Marketplace Provider Spotlight | Social post, blog post, email mention | All channels | Weekly rotation |
Phase 3 Goal: Use 60 days of real data to double down on what's working. Introduce targeted paid amplification — prioritising Video Case Study clips and Podcast episode teasers as ad creatives. Begin formal scoping of the e-learning course. Deliver a complete Day 90 performance report and a validated, data-backed scale plan for the next 90 days.
Architecture Principle: Every platform connects to every other. Content published once reaches all channels. Every lead is captured, tagged, and tracked from first touch to conversion. Video case studies, podcast episodes, and marketplace interactions all feed back into GHL as trackable lead-intent signals. No silos — full visibility, always.
| Category | Platform | Role in MoDo Stack | Integration |
|---|---|---|---|
| Website CMS | WordPress (fast AU hosting) | Website, blog, podcast hub, video case study library, marketplace directory, landing pages | RankMath + SearchAtlas + GA4 + GHL forms embedded |
| On-Page SEO | RankMath Pro | All on-page optimisation, schema (incl. VideoObject + Podcast), sitemaps, redirects | Native WordPress — inline editing before every publish |
| SEO Intelligence | SearchAtlas | Keyword research, content briefs, rank tracking, competitor intel, backlink analysis | Informs editorial calendar; weekly rank report |
| Analytics | GA4 + Google Search Console | Traffic, conversions, behaviour, organic search, video/podcast page performance | Looker Studio dashboard — all KPIs in one place |
| Social Publishing | Unified Social Management Platform | Schedule and publish across ALL channels from one dashboard — approval workflow, UTM auto-tagging, analytics, team access | All social accounts connected; analytics feed into Looker Studio |
| CRM & Automation | GoHighLevel | Lead capture, nurture sequences, pipeline, booking, e-sign, post-settlement marketplace email, podcast follow-up sequences | Website forms, social leads, video case study CTAs → GHL |
| Podcast Hosting | Buzzsprout / Podbean | Episode hosting, RSS distribution, listener analytics, auto-publish to Spotify / Apple / YouTube | Embed player on website; episode links tracked via UTM in email and social |
| Video Hosting | YouTube + native social uploads | Video Case Study hosting, YouTube SEO, embed on website case study pages | Native uploads to YouTube, Facebook, Instagram, TikTok — not cross-linked redirects |
| E-Learning (Future) | Kajabi / Teachable / Thinkific | Short course hosting — free (email-gated) or paid entry; builds list and positions Perry as the Authority | Course sign-up → GHL tag → targeted follow-up sequence → strategy call CTA |
| Heatmaps | Microsoft Clarity | Session recordings, heatmaps, scroll depth — all key pages incl. case study and marketplace pages | GA4 custom events for comparison |
| Reporting | Google Looker Studio | Single live dashboard: all KPIs, all channels, video views, podcast downloads, marketplace clicks — updated automatically | Pulls from GA4, GSC, social APIs, GHL exports |
Direct research across all three websites, conducted March 2026. This analysis identifies what Infinity Group (Graeme Holm) and Henderson Advocacy (Jack Henderson) do well, where they fall short, and the precise strategic gaps Perry can own in both the Illuminate uplift and MoDo launch.
Infinity operates as a full financial transformation business — mortgage broking, debt reduction strategy, wealth creation education, and live events. They have built a national brand with multiple award categories, a team of 10+ brokers, offices across QLD, NSW, and VIC, and a separate "Money Mentor" content brand for Graeme personally.
What They Do Well
Where They Leave the Door Open
Henderson is a buyer's agent and property advocacy firm — not a mortgage broker. However they compete for exactly the same audience (Aussie property investors and aspiring homeowners aged 30–50) at a different stage of the journey. Henderson's clients all need a mortgage broker — creating a natural referral partnership opportunity. Their digital strategy is one of the most sophisticated in the Australian property space.
What They Do Well
Strategic Opportunity for Perry
Illuminate has all the raw ingredients — a compelling backstory (20 years inside banking as a lending specialist), genuine personal service, access to 45+ lenders, strong client testimonials, and calculators that competitors lack. The website positions Perry as helpful and approachable, but fails to capitalise on his unique "Bank Insider" credibility or translate it into a bold, outcome-based promise that competes with Infinity's "mortgage-free in 7–10 years."
Current Strengths to Build On
Current Gaps vs Competitors
| Capability | Infinity (Graeme Holm) | Henderson (Jack Henderson) | Illuminate (Perry — Current) | Illuminate (Perry — Day 90 Target) |
|---|---|---|---|---|
| Bold Outcome Promise | ✔ "Mortgage-free in 7–10 years" | ✔ "Scale to $50M in Property" | ✘ Process-focused only | ✔ "The Bank Insider strategy to pay off your home in 7–10 years" |
| Webinar / Event Funnel | ✔ Free webinar → live masterclass | ✘ Not present | ◑ Exists but not promoted on homepage | ✔ Homepage hero CTA, dedicated page, SOAP sequence |
| Lead Magnet | ✔ Webinar registration | ✔ Free Scaling Roadmap (eBook) | ✘ Contact form only | ✔ "Mortgage Health Check" report + webinar |
| Podcast / Audio Content | ✔ Money Mentor Podcast (Spotify, Apple, YouTube) | ✔ Your Property Playbook | ✘ None | ✔ Perry's Podcast — launched Day 30 |
| Video Case Studies | ◑ Success Stories page (mixed format) | ✔ Video Testimonials + Client Wins pages | ✘ Text testimonials only | ✔ 4 video case studies per month from Day 28 |
| Content Knowledge Hub | ◑ News section — thin | ✔ "Know" hub: blogs, podcasts, TikTok, eBooks | ◑ Blog/Learn section — limited SEO targeting | ✔ Full resource hub: blog, podcast, case studies, marketplace, calculators |
| Social Media Presence | ✔ Facebook, Instagram, TikTok, YouTube, LinkedIn, Spotify | ✔ Facebook, Instagram, LinkedIn, TikTok | ✘ Facebook pixel installed — no evidence of active social strategy | ✔ All 6 channels active, unified publishing platform |
| Industry Awards | ✔ 12+ national awards displayed prominently | ✘ Not displayed | ✘ Not displayed | ◑ Submit for MFAA, Rate My Agent awards in Phase 2 |
| Lifestyle Marketplace | ✘ Not present | ✘ Not present | ✘ Not present | ✔ Unique differentiator — full launch Day 60 |
| E-Learning / Course | ✘ Not visible on website | ✘ Not present | ✘ Not present | ✔ Scoped by Day 60, launched Month 4–6 |
| Referral Partner Network | ◑ Implied via real estate team | ✔ National buyer's agent partnerships | ✘ Not visible | ✔ Formalised accountant + buyer's agent network from Phase 2 |
| Personal "Bank Insider" Story | ✘ Financial coach positioning — no banking background claimed | ✘ Buyer's agent only | ◑ Mentioned on About page — not front and centre | ✔ Homepage hero, all content, all ads. Perry's #1 differentiator |
| Lender Access (breadth) | ◑ Not prominently stated | ✘ N/A — buyer's agent | ✔ 45+ lenders prominently stated | ✔ Maintained and expanded messaging |
No competitor in this set has Perry's background. 20 years as a lending specialist inside Australian banks is a story neither Graeme Holm nor Jack Henderson can tell. It must become Perry's primary positioning hook — not a paragraph on the About page.
Henderson Advocacy's clients all need a mortgage broker. They operate nationally and send buyers into auctions across Sydney, Brisbane, Melbourne, Perth, and Adelaide. A formalised referral partnership would give Perry a continuous stream of pre-qualified, property-ready leads.
Infinity's two-step webinar → live masterclass funnel is their primary revenue engine. Their homepage is built around a single CTA: register for the webinar. Perry has a webinar but it's not the homepage hero. This must change in Week 3 of Phase 1 to match Infinity's conversion architecture.
| # | Action | Informed By | Phase |
|---|---|---|---|
| 1 | Rewrite homepage hero: lead with "The Bank Insider" hook + webinar CTA — not process description | Infinity homepage hero + Henderson's bold tone | Phase 1 — Week 3 |
| 2 | Add Illuminate's 100% application approval rate as the homepage hero stat — equivalent to Henderson's "83% off-market" | Henderson's single dominant proof point model | Phase 1 — Week 3 |
| 3 | Build "Bank Insider" pillar content: "What Your Bank Doesn't Want You to Know About Your Mortgage" — 2,500+ words | Gap in competitor content — neither covers this angle | Phase 2 — Week 5 |
| 4 | Set up TikTok account and begin short-form "Bank Insider tip" content — 30–60 sec, posted 3×/week | Infinity's @therealmoneymentor + Henderson's TikTok strategy | Phase 1 — Week 4 |
| 5 | Create "Mortgage-Free in 7–10 Years" specific landing page — directly competing with Infinity's core promise | Infinity's primary outcome promise | Phase 2 — Week 5 |
| 6 | Launch "Mortgage Health Check" lead magnet eBook — equivalent to Henderson's "Free Scaling Roadmap" | Henderson's aspirational free lead magnet model | Phase 1 — Week 3 |
| 7 | Submit Perry for Rate My Agent Broker of the Year, MFAA Excellence Awards, and Connective Elite Broker Award | Infinity's 12+ national awards as primary trust signal | Phase 2 — Week 6 |
| 8 | Approach 3 buyer's agents (QLD and NSW) for formalised referral partnerships with GHL source tracking | Henderson's buyer's agent audience = Perry's ideal referral source | Phase 2 — Week 7 |
| 9 | Invite buyer's agent as first podcast guest: "How to Find and Fund an Investment Property in SEQ in 2026" | Henderson's "Your Property Playbook" podcast format | Phase 2 — Week 7 |
| 10 | Build a dedicated "Success Stories" video case study hub page — separate from text reviews, matching Henderson's video testimonial structure | Henderson's Video Testimonials + Client Wins pages | Phase 2 — Week 5 |
Infinity wins on scale, awards, and funnel sophistication. Henderson wins on content boldness and knowledge authority. Neither wins on what Perry has exclusively — a 20-year career inside the banks they're all trying to beat. "The Bank Insider" is a category Perry can own entirely. The 90-day plans above are engineered to claim that position before either competitor realises it exists.