REGISTER NOW FOR OUR MONTHLY WEBINAR

SIGN UP NOW

moneyGPS PRICING

The Complete financial services proposition for ACCOUNTANTS (non BGL SIMPLE FUND 360 Users)

All services are ex gst I Fees quoted are per firm office I No retention of commissions – 100% Distributed | PA payment receives 10% off the price

Our digital platforms enable you to offer a much-needed client service while creating a new passive income stream for your business.

  • You don’t need to hold a licence to offer moneyGPS or accountantGPS services to your clients.

  • Our SaaS platforms allow you to provide accessible, compliant and affordable personal advice to all clients – Individual, SME and SMSF.

  • You can use our platforms to support and grow an existing in-house financial advice service or complement relationships with external providers.

  • Digital SoAs range between $90-180 compared to industry median personal advice fee of $2k*.

  • Benefit from a comprehensive onboarding program, where we do the heavy lifting.

  • Can be white-labelled for your practice.

  • Opt-in, money-back guarantee, done-for-you marketing program.

  • Monthly hourly allowance to a GPS Coach.

  • No disruption to your practice’s daily operations or impact on staff time.

What your clients get

  • Access to appropriate affordable digital advice Single-Topic SoAs for purchase, starting at less than $100.
  • A Freemium subscription where they can save thousands.
  • Option to upgrade to paid monthly subscription ($20-24pm) to gain additional discounts on SoAs and other benefits.
  • Access to educational courses.
  • Access to a large range of approved providers for discounted-rate services such as Wills and Estate Planning, Insurance, Lending and Finance.
  • Regular communications that help them get their finances in order.

What your firm gets

  • Option to white-label, including logo, brand colours, and services.
  • Co-branded moneyGPS landing page on your website.
  • Comprehensive onboarding program where we do the heavy lifting.
  • Optional money-back guaranteed, done-for-you marketing program.
  • Option to include in-house customised products and services.
  • Access to technical webinars.
  • Management reporting function.
  • Annual strategic review.
  • Annual online conference.
  • Generous 80% revenue share from all financial services with the remaining 20% going to GPS-supported charities. 
  • 100% of revenue is retained for incorporated internal advisory or external referral services and products.

Available to all advice-inclusive tiers, moneyGPS works with a marketing partner to implement an agreed client marketing and communication program via a secure platform. 

Benefits:

  • Helps your clients get the most value out of your moneyGPS subscription
  • Removes any cost or burden for your staff
  • Client data is held securely by our marketing partner in an omni-channel customer engagement platform.
  • moneyGPS does not have any access to your client data
  • Guarantee – a full-year marketing fee will be refunded if you don’t recoup the cost of the marketing program within the first year. 

What’s included in the marketing and communications program?

  • Launch campaign
  • Automated follow-up emails
  • Annual content marketing program
  • Monthly EDMs: specific services & promotions  
  • Monthly newsletter
  • Client surveys

All services are offered at concessional pricing via fee reductions or cash rebates accessible from each service provider. All service providers have been reviewed by the moneyGPS Compliance & Investment Committee, including for cybersecurity protection and are also listed in the AFSL’s Approved Product List (APL).

Subscribing firms can further customise their white-label platform with the integration of several of their in-house services or those of their external service partners in areas including: estate planning, lending & finance, insurance, and comprehensive advice.

moneyGPS Platform Services

  • Comprehensive Advice
  • Wealth Platform
  • Lending & Finance
  • Personal Insurance
  • Aged Care Advice 
  • Aged Care Support 
  • Online Wills 
  • Bespoke Estate Planning 
  • Home Equity Release 
  • Advanced Care Plans 
  • Direct Property Services 
  • Property Fragment Investing  
  • Property Management 
  • Retail Reward Service 
  • Credit Scoring 
  • General Insurance
  • Health Insurance
  • Utilities & Telco Services – Review Service

Read more in our Financial Services Guide

The Complete financial services proposition for Boutique AFSLs

All services are ex gst I Fees quoted are per firm office I No retention of commissions – 100% Distributed | PA payment receives 10% off the price

Our digital platform is your advice practice’s new best friend.

  • All single-topic digital advice is delivered under the moneyGPS licence.
  • You can service more of your client base and meet the needs of those who cannot afford comprehensive advice services.
  • Retain 100% of revenue for your in-house advice services.
  • The platform triages digital advice clients to your advisers when it identifies the need for comprehensive advice.
  • You can expand your network of referral partners using the moneyGPS platform.
  • Scale your business at minimal cost, without the need to employ additional staff.
  • Benefit from a comprehensive onboarding program, where we do the heavy lifting.
  • Can be white-labelled for your practice.
  • Opt-in, money-back guarantee, done-for-you marketing program where you retain the client relationship
  • Monthly hourly allowance to a GPS Coach.

What your clients get

  • Access to appropriate affordable digital advice Single-Topic SoAs for purchase, starting at less than $100.
  • A Freemium subscription where they can save thousands.
  • Option to upgrade to paid monthly subscription ($20-24pm) to gain additional discounts on SoAs and other benefits.
  • Access to educational courses.
  • Access to a large range of approved providers for discounted-rate services such as Wills and Estate Planning, Insurance, Lending and Finance.
  • Regular communications that help them get their finances in order.

What your firm gets

  • Option to white-label, including logo, brand colours, and services.
  • Co-branded moneyGPS landing page on your website.
  • Comprehensive onboarding program where we do the heavy lifting.
  • Optional money-back guaranteed, done-for-you marketing program.
  • Option to include in-house customised products and services.
  • Access to technical webinars.
  • Management reporting function.
  • Annual strategic review.
  • Annual online conference.
  • Generous 80% revenue share from all financial services with the remaining 20% going to GPS-supported charities. 
  • 100% of revenue is retained for incorporated internal advisory or external referral services and products.

Available to all advice-inclusive tiers, moneyGPS works with a marketing partner to implement an agreed client marketing and communication program via a secure platform. 

Benefits:

  • Helps your clients get the most value out of your moneyGPS subscription
  • Removes any cost or burden for your staff
  • Client data is held securely by our marketing partner in an omni-channel customer engagement platform.
  • moneyGPS does not have any access to your client data
  • Guarantee – a full-year marketing fee will be refunded if you don’t recoup the cost of the marketing program within the first year. 

What’s included in the marketing and communications program?

  • Launch campaign
  • Automated follow-up emails
  • Annual content marketing program
  • Monthly EDMs: specific services & promotions  
  • Monthly newsletter
  • Client surveys

All services are offered at concessional pricing via fee reductions or cash rebates accessible from each service provider. All service providers have been reviewed by the moneyGPS Compliance & Investment Committee, including for cybersecurity protection and are also listed in the AFSL’s Approved Product List (APL).

Subscribing firms can further customise their white-label platform with the integration of several of their in-house services or those of their external service partners in areas including: estate planning, lending & finance, insurance, and comprehensive advice.

moneyGPS Platform Services

  • Comprehensive Advice
  • Wealth Platform
  • Lending & Finance
  • Personal Insurance
  • Aged Care Advice 
  • Aged Care Support 
  • Online Wills 
  • Bespoke Estate Planning 
  • Home Equity Release 
  • Advanced Care Plans 
  • Direct Property Services 
  • Property Fragment Investing  
  • Property Management 
  • Retail Reward Service 
  • Credit Scoring 
  • General Insurance
  • Health Insurance
  • Utilities & Telco Services – Review Service

Read more in our Financial Services Guide

The Complete financial services proposition for RETAIL Partners

All services are ex gst I Fees quoted are per firm office I No retention of commissions – 100% Distributed | PA payment receives 10% off the price

Organisations with member numbers > 300k should contact moneyGPS directly to discuss our Tailored Plan, via clientcare@moneygps.com.au

Improve your members’ financial wellbeing with minimal effort and create a passive income stream for your organisation.

  • You don’t need to hold a licence to offer moneyGPS services to your clients.
  • Our SaaS platforms allow you to provide accessible, compliant and affordable personal advice to all members.
  • Digital SoAs range between $90-180 compared to industry median personal advice fee of $3,700k*.
  • Provide human support to members through access to GPS coaches when required.
  • Help members improve their financial situation through education modules and money-saving services.

*Adviser Landscape Report, Adviser Ratings

What your clients get

  • Access to appropriate affordable digital advice Single-Topic SoAs for purchase, starting at less than $100.
  • A Freemium subscription where they can save thousands.
  • Option to upgrade to paid monthly subscription ($20-24pm) to gain additional discounts on SoAs and other benefits.
  • Access to educational courses.
  • Access to a large range of approved providers for discounted-rate services such as Wills and Estate Planning, Insurance, Lending and Finance.
  • Regular communications that help them get their finances in order.

What your firm gets

  • Option to white-label, including logo, brand colours, and services.
  • Co-branded moneyGPS landing page on your website.
  • Comprehensive onboarding program where we do the heavy lifting.
  • Optional money-back guaranteed, done-for-you marketing program.
  • Option to include in-house customised products and services.
  • Access to technical webinars.
  • Management reporting function.
  • Annual strategic review.
  • Annual online conference.
  • Generous 80% revenue share from all financial services with the remaining 20% going to GPS-supported charities. 
  • 100% of revenue is retained for incorporated internal advisory or external referral services and products.

Available to all advice-inclusive tiers, moneyGPS works with a marketing partner to implement an agreed client marketing and communication program via a secure platform. 

Benefits:

  • Helps your clients get the most value out of your moneyGPS subscription
  • Removes any cost or burden for your staff
  • Client data is held securely by our marketing partner in an omni-channel customer engagement platform.
  • moneyGPS does not have any access to your client data
  • Guarantee – a full-year marketing fee will be refunded if you don’t recoup the cost of the marketing program within the first year. 

What’s included in the marketing and communications program?

  • Launch campaign
  • Automated follow-up emails
  • Annual content marketing program
  • Monthly EDMs: specific services & promotions  
  • Monthly newsletter
  • Client surveys

All services are offered at concessional pricing via fee reductions or cash rebates accessible from each service provider. All service providers have been reviewed by the moneyGPS Compliance & Investment Committee, including for cybersecurity protection and are also listed in the AFSL’s Approved Product List (APL).

Subscribing firms can further customise their white-label platform with the integration of several of their in-house services or those of their external service partners in areas including: estate planning, lending & finance, insurance, and comprehensive advice.

moneyGPS Platform Services

  • Comprehensive Advice
  • Wealth Platform
  • Lending & Finance
  • Personal Insurance
  • Aged Care Advice 
  • Aged Care Support 
  • Online Wills 
  • Bespoke Estate Planning 
  • Home Equity Release 
  • Advanced Care Plans 
  • Direct Property Services 
  • Property Fragment Investing  
  • Property Management 
  • Retail Reward Service 
  • Credit Scoring 
  • General Insurance
  • Health Insurance
  • Utilities & Telco Services – Review Service

Read more in our Financial Services Guide

Fiduciary is an Australian Fintech and owner of accountantsGPS and moneyGPS—SaaS products that provide affordable, compliant digital advice and SMSF services, to Australians through; Institutions, Accountants, Financial Advisers, Superfunds and Employers.

Designed by finance industry stalwarts George Haramis and Drew Fenton and created by a team of tech heads, it combines all the brilliant parts of the financial services world in a simplified, user-friendly way.

MENU

GET IN TOUCH

Reg Office – Level 6, 607 Bourke Street, Melbourne, VIC, 3000, Australia

clientcare@moneygps.com.au