STEP 4
What moneyGPS Offers to All Working Australians
moneyGPS is all about delivering accessible and affordable advice to all working Australians.
To start a financial journey with moneyGPS, users are first invited to first complete one of our Check-Up Reports.
The Retirement Check-Up (RCU) is designed to provide the user with a factual report and is an absolute must-have analysis for any pre-retiree.
Time required to Complete the RCU: 20mins
Price: Value of $200 …… but it’s FREE
How You Can Benefit from Completing the Retirement Check-Up
moneyGPS has developed a powerful Strategic Advice Technology (SAT) system that helps people navigate their finances and provides access to affordable financial advice whenever they need it – whether that advice is about their Super, planning for Retirement, or simply getting a better deal on daily living expense items - day or night in the comfort of their own home, car, or even when in flight!
Retirement uncertainty is the second highest cause of stress for Australians.
The Retirement Check-Up alleviates that stress, by providing users with a comprehensive, but factual information ‘snapshot’ in the form of a detailed personalised report, explaining:
Where they are positioned on their journey to retirement.
Assesses whether they are on track to achieve their financial goals.
Qualify for the age pension and associated benefits.
How their health will impact their retirement years, and
Importantly - an understanding of potential ‘gaps’ or ‘financial needs’ in your plan and what actions you can take to address those needs .
While this report does not constitute financial advice, the outcomes are based on personal information you have provided us and there may be actions that you wish to take which could eventually lead to financial advice.
How good is that …. and it’s FREE!
How It Works
The Retirement Check-Up is a fast and easy to use platform that helps pre-retirement planners, or those already retired, review their current financial situation. It comprehensively reviews your position, then identifies and assesses anything that requires further attention.
- You tell us about you and your financial goals.
- Our powerful AI runs your numbers against data, research and insights from the financial world.
- You receive a clear, easy, personalised and factual assessment of your situation with a plan to follow – for FREE
- You pick your options, track your progress, refine your choices and hit your goals
Once you have completed your Retirement check-Up then it’s simply a case of following the suggested actions which will vary for each user.
Importantly the report will identify any appropriate financial advice topics to complete for your situation – all costing between $55 - $297 (inc gst) compared to the $’000’s you would pay for traditional advice.
If your situation is more complex it will identify you need the assistance of a financial adviser given the nature of pre-retirement planning. We’ve got that covered for you too!
Other Key Benefits
- It’s your ‘Personal Information Vault’: we store your responses to help us populate any more reports or advice style questionnaires - no more filling out of multiple forms with the same information – That’s a ‘Game Changer’ ... YEAY!
- Prepares you for advice – whether that’s to complete digital advice topics for such things as; Super or Investing, insurances or for finance, or to meet with a financial adviser if your situation is of a complex nature,
- Alerts you to where you need advice and where you can find it,
- Identifies ways to improve your finances health & wellbeing
- Offers safety and security for all your data,
- Tells you where you are winning and where you need help,
- Offers valuable financial insights - with NO obligations.
Take a few minutes to check-out an example of what the Retirement Check-Up offers and how it can change people’s financial lives for the better
Our moneyGPS Coach is always here to help
5 Top reasons the Retirement Check-Up will help you on your financial journey!
- It provides a personal financial roadmap to help identify and take care of key Pre-retirement needs,
- It takes the stress out planning for your retirement,
- You set up your own Client Information Vault - one time only - for future Reports and Advice needs,
- It’s FREE and it only takes 20min to complete … No excuses,
- It gives you Peace of Mind knowing you have the tools and guidance to improve your financial position
GET STARTED
Go Your Own Way!
Finally, you have a solution, a roadmap, to help you achieve your financial dreams.
It's liberating to know you have the resources and assistance to get started on your financial journey.
It helps free your mind to work on your ‘financial to do list’ and keep taking those ‘exciting’ steps.
Importantly moneyGPS will be with you every step of the way.
Start the process now.
It doesn’t take long, and you can tick it off your financial ‘to-do’ list. Then you will be able to stop the “what if’ thinking.
Accessing financial advice from moneyGPS means clients receive Simple, Convenient Solutions at a Low Cost – because our solution is:
- Affordable – So everyone can afford advice
- Convenient – Accessing and understanding advice in your own time
- Flexible – You can go online and talk to someone
- Targeted – You choose the topics that are important to you
- Safe – Fully compliant providing you with a sense of confidence