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A financial advice platform that makes you money

moneyGPS enables you to serve the client’s you can’t afford to, with digital single-topic personal financial advice.

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Today’s advice practices are facing common problems.

  • They want to support and nurture their non-advised and low-value clients, but are restricted by the high cost of delivering advice.
  • They want to engage with digitally-savvy clients and the children of HNW clients, but lack the right technology.
  • They are time poor and at full capacity due to increased compliance burdens and meeting the needs of existing comprehensive advice clients.
  • They want to scale their services to future proof their business.

The moneyGPS technology enables you to turn these problems into opportunities

  • Cost-effectively service these clients and remain at the centre of the relationship.
  • Capture intergenerational wealth transfer clients with digital support.
  • Retain 100% of revenue for your in-house advice services integrated onto the platform.
  • Choose your level of involvement and time commitment, from nil-to-high touch.

"I’m very excited about the role of moneyGPS in assisting us in servicing and nurturing more customers through a digital advice platform, increasing their access to advice.

It will enable us to build long-term sustainability and lower the cost of client acquisition because we can fulfil simple on-demand advice needs. Eventually, these customers will move to our comprehensive advice services."

Arthur Kallos
Spark Financial Group

moneyGPS: your complementary adviser

Technology that helps you retain and nurture existing non-advised clients as they move from accumulation to pension phase. 

What moneyGPS does

  • Delivers single-topic automated Statements of Advice (SOAs) using its AFSL or yours.
  • Engages clients via an online platform, linked to your website with the ability to pre-register.
  • Collects personal data via digital fact find that can be shared with you via client consent.
  • Delivers Intra-fund advice.
  • Delivers personal advice topics - investments, superannuation, retirement, and insurance.
  • Includes strategy and product recommendation.
  • Provides access to tools, calculators and education.
  • Triage out comprehensive advice needs to your advisers.
  • Provides access to a financial wellness program for everyday needs.

*Q4

What moneyGPS doesn't do

  • Deliver face-to-face advice.
  • Own your client relationships.
  • Compete with or replace your advisers.
  • Compete with or replace your paraplanners.
  • Deliver complex advice.
  • Impact your operations.
  • Require you to fine-tune the advice.
  • Lock you into a contract.
  • Retain any commissions.

Are you ready to scale and nurture more customers cost-effectively?

Get help by calling 1300 24 24 42 to speak with one of our expert Concierge Team members or

Schedule a Zoom Call

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.

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Level 6, 607 Bourke Street

Melbourne VIC 3000

Australia

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Fiduciary Financial Services Pty Ltd trading as accountantsGPS and moneyGPS

AFSL: 247344 | ABN: 76 003 624 888

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