Become a full-service practice with low effort, cost and risk.
Scale your business with the ability to offer your clients digitally-enabled financial advise. We have two products, for you, moneyGPS SMSF, and for your clients, moneyGPS Advice.
Trusted by accountants, financial planners and businesses
Compliant advice for your clients
Our platform simplifies advice delivery and helps you grow your practice,
with a full turn-key onboarding and implementation program.
Guide client outcomes
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
Our advice is issued under the moneyGPS AFSL so that you can easily deliver compliant, affordable, and efficient advice to clients.
Build stronger client trust in your business
Expand your service with quality white labelled products without increasing your workload.
Effortless financial advice
A powerful platform designed to help accountants deliver compliant, tailored financial advice issued under our AFSL.
SaaS Platform to deliver digitally-lead financial advice that’s compliant and affordable
Put your clients on the path to destination wealthier. Our secure platform collects relevant information from your clients via a user friendly experience. It then recommends single-topic Advice Plans that can be purchased for a fraction of the cost of traditional financial advice.
Provide single topic tailored Advice Plans with your own services and partners built-in.
Deliver single-topic, tailored Advice Plans that integrate seamlessly with your own services and trusted partners. This ensures your clients can receive actionable guidance on superannuation, investments, insurance and retirement planning to achieve their financial goals while also strengthening the value of your own offerings.
Hybrid solution with access to moneyGPS Coaches when your clients need face-to-face assistance
Offer your clients the best of both worlds with a hybrid solution that combines digital convenience with personalised support. With access to our salaried moneyGPS Coaches, your clients can receive face-to-face assistance whenever they need it, ensuring tailored general advice & guidance and a seamless financial planning experience from qualified specialist – all of whom are expert financial industry professionals.
Why accountants choose us to Expand their Services
Flexible for your practice, exceptional for your client
Finally – you can offer compliant, accessible and affordable personal financial advice for the 90%+ of your clients who need help but cannot afford traditional advice. Generate single-topic compliant Statements of Advice (SoAs) using our AFSL or yours. Supports any existing advice proposition with nil-to-high touch experience options for human or hybrid adviser engagement.
Become a full-service practice with low effort, cost and risk
Generate tailored advice plans on key topics like superannuation and investments with minimal effort, cost, and risk. By adding financial advice to your services, you can transform your practice into a full-service offering, helping clients achieve their goals while boosting your revenue and maintaining peace of mind.
Provide digital-first advice with access to real experts when needed
Our platform empowers you to deliver fast, digital-first financial advice tailored to your clients’ needs. Whether it’s generating detailed reports or providing strategic guidance, you have access to expert resources whenever more complex situations arise. This seamless blend of technology and human expertise ensures your clients receive high-quality advice, while you save time and focus on growing your practice.
Deliver compliant SMSF Guidance with ease
Our platform simplifies SMSF advice so that you can better guide your clients
Guide client outcomes
Seamless SMSF integration
Generate SMSF Check-Up Reports via your BGL Simple Fund 360 or CLASS Super accounts.
Strengthen relationships with SMSF clients
Generate more revenue for your SMSF, and as a bonus, the advice is issued using the moneyGPS AFSL.
Generate detailed reports in minutes
Use these reports to advise SMSF trustees about important areas like investment strategy, trust deed updates, or estate planning.
Effortless SMSF advice
Use the platform to improve outcomes for your practice and clients
Reports to ensure the fund is maximising its potential to create wealth
Assist trustees with meeting their regulatory and compliance responsibilities while generating significant revenue opportunities.
SMSF Check-up. Weeks of analysis in minutes.
Streamline your SMSF reviews with our efficient and compliant solution. Instantly access comprehensive insights and analysis, saving you time and helping your clients make informed decisions about their self-managed super funds with confidence.
platform integrates with both BGL Simple Fund 360 and CLASS Super
Deliver fast, accurate financial insights while maintaining your brand’s identity. Enhance your client experience with professional, branded reports and streamlined workflows, all backed by the tools you already trust.
Turn-key solution
Scale your revenue streams by gaining insights into SMSF guidance with our turn-key solution including, onboarding, training, & marketing program with minimal impact to operations.
Streamline Compliance, Strengthen Confidence
Empower your practice with a comprehensive tool designed for accountants and auditors to enhance risk management and compliance reviews. Simplify the process, reduce errors, and deliver greater value to your clients with a solution built for precision and reliability.
Effortless Integration with Trusted Partners
Seamlessly Connect with Your Favorite Tools for Enhanced Efficiency
Frequently asked questions
Do I need an AFSL to use moneyGPS Professional?
No. moneyGPS will use its own AFSL to deliver the advice.
How does moneyGPS Professional integrate with my existing accounting software?
moneyGPS will soon integrate with BGL Simple Fund 360 & Class Super.
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 tren
How quickly can I generate an SMSF 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
