Bridge the advice affordability gap with a fully-digitised advice process

Technology that offers digitally created, accessible and affordable personal financial advice for the 90% of Australians that cannot afford comprehensive advice.

moneyGPS is a plug-and-play subscription platform that generates single topic compliant Statements of Advice (SoAs) using our AFSL or yours.

Subscriptions start at just $530+GST per month per office. No lock-in period. Cancel anytime*.

*Excluding Enterprise Plans

The cost of face-to-face single-topic financial advice has increased to over $2000*. Technology & regulation have now aligned to make advice more affordable & accessible.

Flexible for your practice, exceptional for your clients.

ACCOUNTANTS

Scale and broaden your offering without needing a license by meeting the needs of clients who cannot afford comprehensive advice.

ADVISERS

Service millennials, non-advised or orphan clients, and children of HNW with a tech-based solution so you can focus on clients with complex needs.

ENTERPRISE

Fast-track your business goals by licensing the moneyGPS technology to create digital advice experiences for your members or clients. Superannuation Trustees can work with us to meet their RIC responsibilities. 

Employers

Support your people to improve their financial wellness and security with an employee benefits program centred around financial wealth and services and powered by our plug-and-play technology.

“Advised Australians have a higher quality of life, are less financially stressed, and more financially confident and satisfied with their wealth.”

FAAA

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Your circumstances include Estate Planning which means an online will is not appropriate.

A specialist adviser from Equity Trustees can help.

Click the button to access preferential fees that can save you between $400-550.

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