At moneyGPS, our GPS Coaches play a crucial role in helping clients understand their financial position and confidently take action. Their purpose is simple: turn complex information into clear steps, remove confusion, and support clients as they progress through their digital advice journey. The GPS Coach provides the client with as much assistance as possible and offers General Advice only. All personal advice is issued directly by the moneyGPS AFSL.

Every coaching journey begins with a 45 minute free meeting (valued at over $80) to review either one of two factual reports, once the client has completed their digital fact-find:

• Money Check-Up: Designed for clients who are building wealth (typically under 50). It reviews their current financial position, goals, risks, spending, superannuation, insurance, and investment decisions.
• Retirement Check-Up: For clients within 5 -7 years of retirement. It analyses retirement readiness, projected income, super balance, contributions, lifestyle goals, and potential shortfalls.

During the initial 45-minute session, the GPS Coach explains the results of the Check-Up Report, highlights the key insights, and helps the client understand which actions matter most right now.

From there, the Coach guides the client to begin the right next step, such as starting a digital single-topic Statement of Advice or completing another important task like establishing a will.

Following the session, clients receive a digital summary delivered directly to their inbox or portal. This includes:

• A clear outline of the discussion,
• Key priorities,
• Links to begin their next digital advice plan,
• Step-by-step next actions, and
• Confirmation of their follow-up meeting.

As clients progress to receiving their personalised Statement of Advice, GPS Coaches help them understand and implement the recommendations, ensuring each action is practical and achievable. Ongoing coaching is available for clients who want deeper guidance, accountability, or sustained support.

Throughout the process, GPS Coaches remain approachable and proactive, educating rather than overwhelming, supporting rather than pressuring.

Ultimately, GPS Coaches turn financial uncertainty into clarity and confidence, helping every client move toward stronger long-term financial wellbeing.