Access Leading Digital Technology to Deliver Compliant and Fully Client-led Personal Advice, to your most important Stakeholders.
The moneyGPS digital advice platform, provides an end-to-end digital advice solution, which caters for all industry participants as part a wholesale program.
Game Changer!
The program also caters for any industry participant to offer the service - under their own banner - but without the regulatory and compliance responsibilities, and with all advice services fully tailored to cater for their respective stakeholder base.
Our digital advice capability provides for a range of common features applicable to: Superfunds, AFSL’s, Investment Platforms, and Financial Institutions.
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This is a game changer!
The only way to solve the affordability of advice problem is to use Technology.
Working Australians now have the opportunity to access affordable personal scaled financial advice, for less than $300 per topic, anytime of day or night – without the need to engage a financial adviser.
There is a problem with Financial Advice in Australia. The majority of Australians cannot afford to pay for financial advice.
- 12.6m Australians have unmet advice needs.
- At least 40% or more cannot afford advice, with many more relying on their superfund for guidance.
- Approx. 3.2m people are open to engage with an adviser over the next 2yrs.
- 100k less advised clients today vs. 12 months ago.*
*Investment Trends 2021 Financial Advice Report
Client-led and Compliant
Using technology to create or manufacture, fully ‘client-led’ and compliant, digital personal advice, is the cornerstone of solving the affordability of advice problem everywhere.
Our 2020 focus Group, told us exactly what they wanted to achieve financially ….and supported the use of digital advice to help them achieve their financial objectives.
For these groups it was all about delivering a - Simple - Convenient Solution - at a Low cost.
Clients Have Told Us
Exactly What They Want
"I‘ve never been a financial adviser, don’t know if I’d be ready to spend thousands …but one topic at a time for $300, I could dip my toe in!"
Whilst this is the price-point for a typical retail client via moneyGPS ….. our Business Partners could provide their members, internal advised or non-advised clients, access to our full suit of digital advice documents and educational program for less than $1.001 per member/client per annum!
Access our Digital Advice Platform for
Less than $1.001 per member/client, per annum
1. The final price will depend on the number of members/clients for each respective organisation.
Our digital advice capability provides for a range of common features applicable to – Superfunds, AFSL’s, Investment Platforms, and Financial Institutions.
Some Key Features of our Digital Advice Capabilities:
- Everyone can now afford to access financial advice
- Works alongside any full advice service and helps to identify and triage clients to full advice
- Helps to re-focus financial advisers to assist ‘full-advice’ clients
- Fully compliant with Corporations Act and regulatory requirements
- Fully configurable Software as a Service (SaaS) offering available
- A low-cost advice delivery option to service large client groups
Our 4 Step Client Advice Process
STEP 1
STEP 2
STEP 3
STEP 4
This is a game changer!
moneyGPS is the solution. You can be involved! Help Australians harness the power of their finances so they can build a life they love.
Our technology design for scaled digital advice is complete and can be fully configured under a SaaS arrangement.
Our client engagement process, integration of advice rules into our stochastic based Strategic Advice Technology (SAT) engine, and ultimate creation of a single topic SoA - meet all compliance requirements to provide personal scaled advice.
Our service can complement and support an existing comprehensive advice model.
