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 Wealth Check-Up (WCU) has been designed to provide the user with a factual report, to help them build their wealth by identifying key improvements and opportunities in their financial situation.
The perfect ‘next step’ for anyone who is at the stage of life where they are ready to maximise their financial position and create real wealth.
Time required to Complete the RCU: 20mins.
Price: Value of $200 …… but it’s FREE for clients of our Partners.
How You Can Benefit from Completing the Wealth 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, making an investment – whether that’s via leveraging the expertise of the world’s largest fund manager – Black Rock or through direct property, or planning for retirement - day or night in the comfort of their own home, car, or even when in flight!
Your Wealth Check-Up is the start of your wealth creation journey.
The Wealth Check-Up providing users with a comprehensive, but factual information ‘snapshot’ in the form of a detailed personalised report, explaining:
A snapshot of your current financial position and wellness;
Importantly - an understanding of potential ‘gaps’ or ‘financial needs’ in your plan to create wealth, and what actions you could take to address those needs,
An understanding of where you may be on track to achieve your goals;
An overview of important financial milestones along your journey.
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 Wealth Check-Up is a fast and easy to use platform that helps clients who are ready to start creating wealth now they have the basics in place. It will comprehensively review your position, then identify and assess 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 Wealth check-Up then it’s simply a case of following the suggested actions which will vary for each user – but don’t worry, we’ll be there to guide you the whole time.
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 Wealth 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 Wealth Check-Up will help you on your financial journey!
- It provides a personal financial roadmap to help identify and take care of key wealth creation strategies and opportunities,
- 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