accountantsGPS

A First for the SMSF industry by introducing the SMSF Check-Up analysis, comprising: Tailored factual report for any SMSF Trustee and Member – Leading to better financial and compliance outcomes. Comprehensive Onboarding & Support Program – for both the Accounting Firm & Client.

Nil impact on firms: Operational Infrastructure, Staff time, and Cost structure – It is Expense Neutral.

Affordable financial services available for All clients: Significant support to any in-house advice offering.

Enhance two key items: Relationship between client and the accountant – building on the ‘Trusted Advice’ status and firm revenue.

Affordable Advice: Its solution bridges the advice affordability gap for 90% of clients in most accounting practices
Cost-effective Advice Solutions: Access to complete digitally supported personal financial advisory services to individuals at a price they can afford, between $90 - $180 per advice topic.
In-house Advisory Support: Supports any in-house advisory service to help the firm's advisers engage and nurture clients who cannot afford traditional comprehensive advice.
Comprehensive business & onboarding program for accountants: moneyGPS also provides a comprehensive suite of onboarding (just a few hours to set up) & ongoing services to ensure their new client proposition is a success.

moneyGPS will officially be available to the Accounting Profession in late July 2023

Fiduciary is a Melbourne-based Fintech that owns both accountantsGPS and moneyGPS.

accountantsGPS was established to provide relevant services to the accounting profession, commencing with the development of the SMSF Digital Check-Up Report via its partnership with BGL Corporate Solutions www.accountantsgps.com.au

accountantsGPS also offers a comprehensive program of client-related digital advice and other related financial services, including SMSF Advice, to be made available to an accountant’s wider client base via its stablemate - moneyGPS – without the need for the accountant to become licensed. www.moneygps.com.au

George Haramis

Co-founder & CEO
George has 35 years financial services experience in senior executive roles managing some of the country’s largest and most successful financial advisory business. Organisations that George has been involved with include: Perpetual Private Clients, Head of Advice & Investments at ANZ Private Bank, Managing Director of RetireInvest – Australia’s only Franchised Advice business, Principal of Mercer Global Consulting and managed Sealcorps advice business Securitor, as well as helping to establish the Asgard Corporate division.

During his career, he has developed an extensive range of financial service offerings designed for the accounting profession, which proved to be invaluable when he established his own company and partnered with 35 accounting practices that eventually became licensed to his AFSL for SMSF Advice purposes.

Drew Fenton

Co-founder, and Non-Executive Director

Drew has over 35 years financial services experience. After working for global insurance companies. He started Fenton Green Insurance Broker who provide services to the Australian financial services sector.
Drew is a CPA and has had over 40 years’ experience in providing risk management and insurance services to the Australian accounting profession, in addition to advising the 3 main accounting bodies CPA Australia, CAANZ & IPA.
In the last 20 years, his own business Fenton Green - has been the preferred insurance broker to CPA Australia. Fenton Green currently looks after 3,000 CPA accounting firms as well as another 500 (ICA& IPA) firms.
Drew is also a founding director of Myworkpapers an international software company servicing the accounting sector.