Supporting you to
deliver long lasting value
- Digital advice delivered by the moneyGPS AFSL or option to use own AFSL
- Option to white-label, including logo, brand colours and services
- Money-back guaranteed, done-for-you marketing program
- Your in-house customised products and services
- AFSL/CAR has a referral relationship with moneyGPS & retains client ownership
- Retain 100% of revenue from own financial services added to the moneyGPS platform
- Retain 50% - 80% from external providers including digital advice fees
- Access to appropriate, compliant & affordable digital advice Single-Topic SoAs starting at less than $100.
- Access to a large range of approved providers at discounted - rate services such as Wills and Estate Planning, Insurance, Lending and Finance.
- Personal 1:1 support when making financial decisions, implementation of advice
- Access to a comprehensive series of educational modules & short courses.
- Regular monthly communications that help clients get their finances in order.
- A ‘Freemium’ subscription where they can save thousands inc: retail buying services, travel, and cost-of-living
Explore support options at every stage
Stress Free Implementation
Our expert team will work closely with you to complete the onboarding steps, ensure all elements of white-labelling your moneyGPS site are completed, and that the done-for-you marketing program is established.
The aim of the done-for-you marketing program is to help your client’s get the most out of your moneyGPS subscription through cost-effective, relevant and on-brand communications at scale.
Our proven digital engagement program informs and nurtures your clients, and is provided at arms length, meaning moneyGPS does not have access to your client data.
Done-For-You Marketing
Launch campaign to your clients, with tailored communication for different segments.
Automated follow-up emails when client’s sign up to moneyGPS.
Thought Leadership
A monthly financial newsletter is sent to your clients on behalf of your business, giving them updates and general financial guidance.
Digital Advice Page
Branded ‘Digital Advice’ webpage on your site that provides access to the moneyGPS platform & houses the content included in the monthly newsletters.
If you can’t or don’t want to have direct contact with clients who use moneyGPS, one of our salaried GPS Coaches can help.
Coach Offering
Ex-Senior Financial Advisers.
General Advice only, no personal advice is provided.
Online only. All meetings recorded for compliance.
Focus Areas
Answer any questions and clarify issues.
Triage to Financial Adviser if required.
Validating client inputs and reviewing outputs.
Assisting clients in taking next steps.
Consultation Costs
A free initial consultation for Money Check-Up or Retirement Check-Up is included
Additional blocks of time (prices excl. gst):
30min
$50
45min
$75
60min
$100
sometimes you just want to talk to a human
Get human support to set your business up for ongoing success and become a leader in your industry with digital advice.
- Make a confident business decision by discovering the right subscription plan and potential ROI for your business
- Get clarity by discussing any questions you have
- Save time by getting help signing up to the platform
- Take advantage of a one-month free trial