WE'RE HERE TO HELP: CALL 1300 24 24 42

moneyGPS Logo

Support for your business

We’re here to help you squeeze every last drop of value out of our turnkey solution.

Discover the inclusions for your practice and your clients.

What your practice gets

  • Digital advice delivered by the moneyGPS AFSL or option to use own AFSL.
  • Option to white-label, including logo, brand colours and services.
  • Co-branded moneyGPS landing page on your website.
  • A supported, 2-hour onboarding process for your practice at no cost to you.
  • Optional branding of any moneyGPS report or advice document with your logo.
  • moneyGPS employee program offering benefits for your staff.
  • Optional money-back guaranteed, done-for-you marketing program.
  • Option to include in-house customised products and services.
  • Access to a GPS Coach if required.
  • AFSL/CAR has a referral relationship with moneyGPS & retains client ownership.
  • Management reporting function on the platform.
  • Retain 100% of revenue from own financial services added to the moneyGPS platform.
  • Retain 80% of revenue from external financial services with 20% going to charity.
  • Generous revenue arrangement includes retaining 50% of digital advice fees.
  • Acceptable ROI, increase revenue and capital value for your business.

What your clients get

  • Access to the Money Check-Up Report and Retirement Check-Up Report.
  • Access to purchase appropriate affordable digital advice single-topic SoAs.
  • A Freemium subscription to moneyGPS where they can save thousands.
  • Option to upgrade to paid monthly subscription for more benefits.
  • Access to approved providers for services you don’t offer.
  • Services include Online Wills, Estate Planning, Insurance, Lending & Finance, Aged Care.
  • Regular communications to help them get their finances in order.
  • Access to over 40 financial educational courses.
  • Access to a financial wellness program that includes money saving services.
  • Access to concessional pricing for digital advice SoAs’ of up to 50%.
  • Access to a GPS Coach to help at every step along their journey.
  • Ability to be triaged to their adviser at any time.
  • Peace of mind knowing their financial house is in order.

“I‘ve never been to a financial adviser, don’t know if I’d be ready to spend thousands…but one topic at a time for $180, I could dip my toe in!”

Phillip

GPS Onboarding Coach

Implementing something new can be daunting. Our specialists are here to make it stress-free. Our expert team will work closely with you to complete the onboarding steps, ensure all elements of white-labelling your moneyGPS site are completed, and that the done-for-you marketing program is established. All within 2 hours and at no cost to you

Done-for-you Marketing Program

We offer a proven digital engagement and marketing program of your clients.

You can benefit from our opt-in, structured, done-for-you marketing and communications program for your clients that is designed to help you maximise the value of your subscription and comes with a money-back guarantee.

Find out more

GPS Coach

Human support, guidance and general advice option for practices.

You have a GPS Coach made available to clients who use moneyGPS. Coaches can talk them through their Money Check-Up or Retirement Check-Up Report, provide general advice at a free or low-hourly rate, and help them complete their advice journey.

Find out more

Concierge Service

Get help signing up to the platform by speaking to one of our expert team.

Doing everything digitally can be great, but sometimes you just want to talk to a human. Our Concierge Service will answer any questions you have, choose the right subscription plan and help you sign up to the platform. 

Find out more

Ready to start your free trial?

Subscribe here

or call 1300 24 24 42

Fiduciary is a Melbourne-based fintech and owner of moneyGPS, accountantsGPS and employeesGPS — SaaS products that provide affordable, compliant digital advice to Australians through institutions, financial advice firms, and accountants.

Designed by finance industry stalwarts George Haramis and Drew Fenton and created by a team of digital engineers, it combines all the brilliant parts of the financial services world in a simplified, user-friendly way.

Linkedin Facebook-f
Get in touch

Reg Office

Level 6, 607 Bourke Street

Melbourne VIC 3000

Australia

Quick Links
Sectors
Terms

Fiduciary Financial Services Pty Ltd trading as accountantsGPS and moneyGPS

AFSL: 247344 | ABN: 76 003 624 888

© 2024 Fiduciary Financial Services | All Rights Reserved

SEND US A MESSAGE

Fill out the message form below, and we will be in touch shortly.

Contact Information

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.

Save $ on my will

Request a demonstration

Fill out the form below, and we will be in touch shortly.
Contact Information
I am interested in the following solution: