You can offer digitally-enabled financial guidance without an AFSL
A financial adviser may be nice to have, but an accountant is necessary for many Australians. moneyGPS enables you to help them with more than just tax. No AFSL required.
A financial adviser may be nice to have, but an accountant is necessary for many Australians.
Clients trust you with their money. And they should, you’ve spent years building up that relationship. They turn to you for help when they’re ready to get their financial house in order or start thinking about planning for retirement.
But unless your firm has an in-house advice service, it’s unlikely you can help them directly.
That no longer has to be the story.
moneyGPS is a SaaS platform that enables you to provide a low-cost, high-value advice offer to your entire client base.
100% online with optional help from a qualified human coach, clients start with the free Money Check-Up—a detailed report on their financial health and position. They are then offered appropriate guidance through fully client-led, digitally delivered compliant single-topic advice SoAs starting at $90. No adviser required.
moneyGPS at a glance
✓ No risk to you as accessible and affordable financial advice is delivered through moneyGPS’ AFSL.
✓ Reassure clients by using your brand logo and colours with the white-label option.
✓ Support other revenue streams by incorporating internal advisory or external referral services and products, comprehensive advice, lending, insurance, and estate planning onto the platform.
✓ Easily nurture your clients with the optional done-for-you marketing program.
✓ Launch your new service in under two weeks with our hassle-free onboarding.
✓ Retain 80% of all initial and trail 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.
Our research shows Australians want a simple, low-cost and convenient solution
As digitally savvy consumers, they’re used to trusting algorithms but like the flexibility of speaking to a human if needed. And they’re more likely to use a financial service offered by their trusted accountant.
Providing moneyGPS to your clients enables you to serve their unmet advice needs at all ages and stages while retaining the relationship.
Watch the 2-minute video to see how easy it is for your practice to offer accessible and affordable personal financial advice to all your clients.
BGL users can get started with a one-month FREE TRIAL + reduced subscription fee*
Sign-up risk free to the Professional Plan by getting your first month for $0.
At the end of your free trial, you can choose either:
- 12-month subscription with 10% fee reduction or
- Month-by-month subscription with no lock-ins.
Apply the code ATAGPS003 when prompted to access more than $1,400 of value. Offer only available to BGL users.
*Offer code valid for one month from date of email.
Non-BGL users interested in accountantsGPS are encouraged to book a discovery call.
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