Services
For too long, the financial industry hasn’t been able to support average Australians who needed high quality, affordable, compliant advice - but who had no way to meet that need.
moneyGPS now has the solution: A cutting edge platform that combines Strategic Advice Technology (SAT), and real human expertise. This platform uses the power of AI, takes the user's starting point ( the Money Check-Up), to then plot a tailored financial roadmap for every user. Wow!
Technology has allowed us to reduce the average cost of financial advice by 90%. We have designed the platform for people who never thought they could afford expert advice; we believe it's time they have the power at their fingertips.
We have created a ‘Pay As You Go Advice Model’, so you only need to pay for the advice you need now, not an entire plan that tries to predict everything you need from here until retirement.
We wish we had that crystal ball!
Take a look at some the Topics of Advice we provide
Ok, ok, in the finance world, we absolutely need to tick the compliance box - so you probably need to know that we call the topics by their technical name - Statements of Advice or SoA’s. Whilst our marketing team prefers other terms, we will always do everything ‘by the book’ - for you, the government, ASIC and us.
Superannuation
Your Super has such an important role to play in helping you have a comfortable financial life.
We can help you get the most out of your superannuation, whether that means; offering a simple way to consolidate your many superfunds to reduce your fees and help choose the best fund for you, changing funds for a better option, switching investment options or making additional contributions to build your end balance and save on tax.
Pre Retirement Planning
As this is such an important stage of life, we'll help get you on the right road by giving you access to our Retirement Check-Up (RCU for short), a specialist retirement simulator for FREE.
The RCU works like the Money Check-Up, but caters for people wanting to start their planning early to make sure they have a comfortable retirement. It will provide a wealth of information, including if you will qualify for the pension, and any government benefits, help manage your expenses and assess how your health will play its role in any retirement plan.
Savings
We can help you achieve your goals by setting up a regular savings plan or investing a lump sum by using our Savings and Investment SoA.
You can even set it up to invest digitally and have your money managed by the world largest fund manager - BlackRock, and with reduced fees!
Managing Your Debt Properly
We'll help you work out if your current home loan structure is appropriate to your circumstances, and consolidate any other debt you might have. Potentially saving you thousands.
Insurance
Work out what basic insurance options are right for both you and your family, and help you set up the whole process of getting the right cover with the right provider digitally. Wow!
