Clients start their self-led advice journey with this free, detailed factual report on their financial health and position.
It helps them clarify financial goals and the best ways to achieve them in under 15 minutes. They can choose to chat to a friendly and qualified GPS Coach at any time, and purchase appropriate digital SoAs ranging from $90-180 AUD per topic.
Subscriptions start at just $530+GST per month per office.
What your clients get
What your firm gets
Available to all advice-inclusive tiers, moneyGPS works with a marketing partner to implement an agreed client marketing and communication program via a secure platform.
What’s included in the marketing and communications program?
All services are offered at concessional pricing via fee reductions or cash rebates accessible from each service provider. All service providers have been reviewed by the moneyGPS Compliance & Investment Committee, including for cybersecurity protection and are also listed in the AFSL’s Approved Product List (APL).
Subscribing firms can further customise their white-label platform with the integration of several of their in-house services or those of their external service partners in areas including: estate planning, lending & finance, insurance, and comprehensive advice.
moneyGPS Platform Services
Read more in our Financial Services Guide
BGL Simple Fund 360 clients also have exclusive access to accountantsGPS SMSF Check-Up Report. Learn more >>
Start generating a new revenue stream.
Still wondering if moneyGPS is right for your practice? Book a no-obligation call with founder and CEO George Haramis.
Fiduciary is an Australian Fintech and owner of accountantsGPS and moneyGPS—SaaS products that provide affordable, compliant digital advice and SMSF services, to Australians through; Institutions, Accountants, Financial Advisers, Superfunds and Employers.
Designed by finance industry stalwarts George Haramis and Drew Fenton and created by a team of tech heads, it combines all the brilliant parts of the financial services world in a simplified, user-friendly way.
Reg Office – Level 6, 607 Bourke Street, Melbourne, VIC, 3000, Australia