Accountants – moneyGPS

Cement your status as the No. 1 most trusted adviser

Help your clients make better money decisions and create a new revenue stream for your practice.

They want to expand their offering and meet the needs of their client base beyond tax but can’t afford to dedicate the time, effort, and cost of maintaining an AFSL.
They want to engage with digitally-savvy clients and the children of HNW clients, but lack the right technology.
They want to help serve their clients in the retirement, estate planning, and aged care space but don’t have capacity to implement an advisory arm of their business.

Advice is delivered via the moneyGPS AFSL, removing the risk and compliance burden for accountants.
Capture and nurture client relationships with your recognised brand, logo and colours.
Client-led, and powered by moneyGPS marketing, there is no extra work involved for accountants.
Retain 80% of all commissions with the remaining 20% donated to GPS-supported charities.

Technology that enables you to become a full-service practice with low effort, cost and risk.

Engages clients via an online platform, linked to your website with the ability to pre-register.
Collects personal data via digital fact find that can be shared with you via client consent.
Delivers single-topic automated Statements of Advice (SOAs) via the moneyGPS AFSL.
Delivers personal advice topics - investments, superannuation, retirement, and insurance.
Includes strategy and product recommendations.
Provides access to tools, calculators and education.
Provides access to human support if needed.
Triage out comprehensive advice needs to your referral partners or the moneyGPS default provider.
Provides access to a financial wellness program for everyday needs.