Destination: Wealthier
For accountants, advisers, enterprises, and employers, empower your clients to take control with comprehensive solutions that drive smarter, tailored financial outcomes—whether it’s building wealth, securing retirement, or achieving life’s milestones.
Make A Difference For Your Clients, Members, Or Employees
Select one of our tailored products to learn how moneyGPS can help you scale your business…
Advice for the 90% of Australians who cannot afford comprehensive advice
Bridge the advice affordability gap with a full digitised advice process
Deliver advice via the moneyGPS AFSL
Advice that’s compliant, affordable, and efficient, delivered under our AFSL.
Build stronger client trust in your business
Expand your service with quality white labelled products without increasing your workload or requiring specialised licensing
Seamless SMSF integration
Generate SMSF Check-Up Reports in under five minutes via your BGL Simple Fund 360 or CLASS Super accounts.
Benchmark for the best results
Performance review to benchmark the fund returns against other similar funds and non-SMSFs
Generate detailed reports in minutes
Use these reports to advise SMSF trustees about important areas like investment strategy, trust deed updates, or estate planning.
Deliver Scalable, Compliant Advice at Scale
Empower your enterprise to provide compliant, tailored financial advice to all members efficiently without needing a licence.
Enhance Member Loyalty with Comprehensive Financial Solutions
By addressing their financial concerns and goals, you build stronger relationships, increase trust, and encourage long-term loyalty to your fund.
Meet your RIC Responsibilities with minimal cost, angst and risk
With a full suite of digital advice and retirement topics that enable you to better support and retain your members.
Empowers your employees to achieve their financial goals
Provide your employees with tailored financial advice, actionable insights, and educational resources to help them achieve financial security and confidence at every life stage.
Drive employee engagement and retention
Offer a robust financial wellness program that not only supports your team’s personal goals but also enhances job satisfaction and loyalty, contributing to stronger organisational performance.
Retain and attract employees with a wellness program that delivers tangible value
Deliver a fully customised experience that aligns with your brand, ensuring trust and consistency while addressing your employees’ financial needs.
Designed to assist a range of financial services
Participants
Select a profession to see how moneyGPS Professional can help…
Think of moneyGPS as your in-house digital financial adviser.
It’s a SaaS platform that enables you to become a full-service practice with low effort, cost and risk. Scale your practice by offering your clients digitally-enabled financial guidance. All without the need for an AFSL as the advice is provided by moneyGPS*!
With moneyGPS you can cost-effectively service SMSF clients and more, while remaining at the centre of the relationship and maintaining brand control.
Empower your members and/or clients with personalised financial guidance
Provide your members with personalised, compliant financial advice tailored to their needs. Our platform integrates seamlessly with your systems, offering affordable guidance on superannuation, investments, and retirement planning, empowering members to make informed decisions and enhance their financial confidence.
Help your employees
achieve their financial
goals
Support your employees in reaching their financial goals with an all-in-one digital benefits platform. Simplify access to superannuation, investments, and retirement planning tools, providing personalised, compliant advice that empowers your workforce to make informed financial decisions and build a secure future.
For Advisers Scale your Financial Advice practice without the cost.
Easily scale your practice by serving new and existing customers with digitally led advice and educational resources. There is no requirement for an AFS licence.
- Delivers single-topic automated Advice Plans
- Advise on topics such as investments, superannuation and retirement
- Provides access to a financial wellness program for everyday needs
For Accountants
Your in-house digital financial adviser.
Serve and nurture more customers, for less. With moneyGPS you can cost-effectively service clients and grow your business.
- Generate single-topic compliant Statements of Advice (SoAs) using our AFSL or yours
- Weeks of manual analysis can be done in minutes to provide clients real value
- Generate tailored advice plans on key topics like superannuation and investments with minimal effort, cost, and risk.
For Employers A Financial Wellness & benefits platform empowering your employees to achieve their financial goals.
With moneyGPS Professional you can improve your employees financial situation with expert content that fits seamlessly into your existing employee portal.
- Provide employees with access to affordable single-topic digital Advice Plans
- Offer discounts and rewards from over 4,500 Australian and International retail partners
- Monthly reporting of engagement including take-up, activity levels and services used
For Enterprises
Empower your members to achieve their financial goals.
Equip your members with personalised, compliant financial advice that addresses their unique needs.
- Deliver affordable, compliant advice at scale
- Enhance member loyalty and retention with comprehensive financial solutions
- Strengthen trust with a customised, branded experience
Frequently asked questions
Do I need an AFSL to use moneyGPS Professional?
No. moneyGPS will use its own AFSL to deliver the advice.
What kind of support can I expect after signing up?
We provide comprehensive onboarding, ongoing access to GPS Coaches for strategic advice, regular technical newsletters, and webinars to keep you updated on the latest industry trends
How quickly can I generate an SMSF or Money Check-Up Report?
In a matter of minutes.
Trusted by Industry Leaders and Featured in
Award-Winning Excellence You Can Trust
Nominated
Technology Scale-up of the year Award
Nominated
FinTech of the Year Award
Nominated
One to Watch of the Year Award
