REGISTER NOW FOR OUR MONTHLY WEBINAR

3 Steps to simple, compliant, digital advice

Digital advice is accessible and affordable strategic advice that is digitally-delivered and can be hybrid or fully client-led.

See how moneyGPS works

How to start the journey

01
Step 1

Money Check-up & Retirement Check-up Reports

02
Step 2

Advanced IP creates best interest recommendations

03
Step 3

Compliant, affordable, single-topic advice SoAs generated in 20 seconds

STEP 1

Money Check-up & Retirement Check-up Reports

Clients start their advice journey with a free, detailed factual report on their financial health and position. The Money Check-Up is for clients under 45 yrs and the Retirement Check-Up is for clients aged 46-59 yrs. They can be self-led, done by, or with an adviser and are accessible on any device.

What's Included?

STEP 2

Advanced IP creates best interest recommendations

Advice rules are incorporated into the advice engine to create single-topic advice plans through the Money Check-Up report. An Australian first, our technology has access to all Super Funds via Lonsec/Super Ratings API, with Open Banking, Xplan and XeroPM following soon. 

STEP 3

Compliant, affordable, single-topic advice SoAs generated in 20 seconds

If client’s choose to purchase any of the recommended SoAs, they’ll be asked a few additional questions before the advice is delivered instantaneously. Human support can be via an adviser or GPS Coach.

What's Included?

Benefits of Digital Advice for your clients

The moneyGPS digital advice journey is designed for your non-advised, orphaned, millennial, employee, individual tax, and SME clients.

Benefits of Digital Advice for your clients

The moneyGPS digital advice journey is designed for your non-advised, orphaned, millennial, employee, individual tax, and SME clients.

Grow your business beyond traditional boundaries with the moneyGPS technology