WE'RE HERE TO HELP: CALL 1300 24 24 42

moneyGPS Logo

Special-rate services

Access to an extensive range of approved providers for discounted-rate services such as Wills and Estate Planning, Insurance, Lending and Finance.

Robustly Reviewed

All service providers are reviewed by the moneyGPS Compliance & Investment Committee, including for cybersecurity protection and listed in the AFSL’s Approved Product List (APL).

Partners & Service Providers

Digital advice leader moneyGPS, provides the Money Check-Up and Retirement Check-Up Reports as the entry point to access affordable personal financial advice via Fiduciary’s AFSL.

A profit-for-purpose financial advisory group providing comprehensive advice that positively impacts clients and the community.

Crown Money are Australia’s leading equity creation and mortgage reduction specialists. For over 20 years, Crown Money has helped thousands of clients with their lending and finance needs.

Technology-driven rewards and loyalty program that enables moneyGPS subscribers to access thousands of retail cashback offers, discounts, and coupons.

OpenInvest enables clients to invest in ready-made investment portfolios managed by the world’s largest and most experienced Investment Managers—BlackRock.

Market-leading service that connects clients with specialist financial advisers who have the skills and knowledge to support them on their aged care journey.

Providing retirees with access to home equity to improve long-term retirement funding and continue living in the family home with the confidence to enjoy the retirement lifestyle they deserve.

Online Wills and Trusts is run by experienced lawyers who have been providing digital legal documents since 1997.

Helping Australians build, manage, protect and transfer their wealth for over 140 years through Estate Planning and Trustee & Executor Services.

Leading online life insurers that help clients compare life insurance options and protect themselves and their family’s financial security should the worst happen.

Comprehensive and uncomplicated general insurance solutions that help protect client’s personal and business assets.

A fractional property investment company, Bricklet helps people get into the property market faster through co-ownership opportunities.

Helping people build wealth through strategic property investment, backed by smart finance solutions and providing ongoing management of their portfolio.

Buyer’s Agents and advocates that help clients safely create intergenerational wealth through property.

Helps clients automatically compare energy providers and switch where they can save.

Touchstone Life Care improves the experience of end-of-life care through comprehensive, easily retrievable, digital advance care plans.

In-house Options

Our subscriber firms can integrate their in-house financial services or external service partners, to replace the standard suite of services, across a range of areas including; estate planning, lending & finance, insurance, and comprehensive advice.

A thorough due diligence process is undertaken by the moneyGPS Compliance & Investment Committee before any external financial services and products are added to the advice platform.

SEND US A MESSAGE

Fill out the message form below, and we will be in touch shortly.

Contact Information

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.

Request a demonstration

Fill out the form below, and we will be in touch shortly.
Contact Information
I am interested in the following solution: