Create tailored digital advice experiences that meet business goals, RIC responsibilities, and member or client needs.

Fast-track your business goals by licensing the moneyGPS digital advice technology platform for your institution.

Hybrid or fully client-led digital journeys that deliver advice through the moneyGPS AFSL or yours.

Enterprise Expert Group

Designed and delivered by a group of industry experts who combine their skills and experience to deliver Australia’s best; digital advice, integration, implementation and user experience.

Digital-Hybrid advice designed with your member at the centre

We define digital advice as accessible and affordable strategic advice that is either fully digitally delivered or via a digital-human (hybrid) experience. See the three-step process and how it works.

Sustainably-priced out-of-the-box or bespoke solutions

Take advantage of a commercially viable solution that aligns with your organisation’s goals and is fast and easy to implement.

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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.

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