Serve the clients who can’t afford traditional advice
Scale your services and future proof your business by offering compliant digital advice services via the moneyGPS white-labelled SaaS platform.
Trusted by accountants, financial planners and businesses
Bridge the Advice Affordability Gap
Save time with automated advice
Offer your clients access to digitally generated personal advice, including strategy & product recommendations, for compliant, single-topic Statements of Advice (SoAs) in minutes, freeing up your time to focus on complex, high-value clients.
Cost-effective expansion
Deliver advice to underserved segments, such as millennials, orphan clients, and next-generation wealth recipients, without straining resources or increasing overhead.
Integrate your own products
Retain 100% of revenue for your own advice services integrated onto the platform and use white-labelling to maintain brand-trust.
See How Advisers Are Scaling Smarter with moneyGPS
Our platform simplifies advice delivery, saves time, and helps you grow your client base.
Reach More Clients with a Scalable Advice Solution
Deliver tailored advice to underserved clients effortlessly, expanding your reach and growing your practice.
Serve and nurture more customers, for less.
Our platform empowers you to provide compliant, single-topic advice to a broader audience, including millennials, orphan clients, and next-generation wealth recipients. With fast, automated tools and minimal effort, you can scale your services, build stronger relationships, and unlock new revenue opportunities—all while staying focused on your high-value clients.
Flexible for your practice, exceptional for your clients.
Customise our platform with your branding and seamlessly integrate your own products and services. Deliver compliant, tailored advice while showcasing your unique offerings to enhance client satisfaction and strengthen your business.
Financial Wellness Assessment and Tailored Advice Plans
Provide your clients with a thorough Financial Wellness Assessment and tailored Statements of Advice. Deliver compliant, personalised recommendations on superannuation, investments, insurance and retirement planning to help clients achieve their financial goals.
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 Advisers Choose moneyGPS to Grow Their Business
Service More Clients
Provide tailored advice to underserved segments—including millennials, orphan clients, and next-generation wealth recipients—while maintaining efficiency and minimizing resource strain or overhead costs.
Save Time and Streamline Your Workflow
Say goodbye to time-consuming paperwork and complex processes. With our platform, you can quickly generate compliant, single-topic Statements of Advice (SoAs) in just minutes. This efficient approach frees up your time to focus on delivering personalised strategies to your high-value clients while confidently meeting regulatory requirements. Simplify your workflow and spend more time on what truly matters—building relationships and driving results.
Scale your referral network
Scale your business more effectively and profitably, by using moneyGPS to better service the clients of your referral partners.
Integrate your own products
Retain 100% of revenue for your own advice services integrated onto the platform and use white-labelling to maintain brand-trust.
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 CRM?
moneyGPS will soon integrate with Xplan.
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 a Money Check-Up Report?
In a matter of minutes.
Who owns the client if moneyGPS is providing the digital advice?
The subscribing firm always owns the client relationship.
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
