Support your people to improve their financial wellness & security
A plug-and-play technology solution that empowers employees to achieve their financial goals with a bespoke service for your business.
Trusted by accountants, financial planners and businesses
Elevate Employee Financial Wellness
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.
Deliver compliant advice with ease
Our platform simplifies advice delivery and helps you grow your practice,
with a full turn-key onboarding and implementation program that takes less than 1 hour to complete.
Build a Financially Empowered Workforce
A customisable platform offering advice, education, and expert support for employees’ financial well-being.
Empower your employees to achieve their financial goals
moneyGPS equips your workforce with tools and advice to take control of their financial future. From free financial health reports to affordable, compliant financial advice, comprehensive benefits program and access to real experts, our platform makes it easy for your team to make informed decisions. Enhance your employee benefits program while fostering a more engaged, productive, and financially confident workforce.
Access to FREE financial health reports – the Money Check-up and the Retirement Check-up.
From a free financial roadmap to personal financial advice the moneyGPS platform is designed to help your people to make better financial decisions.
Set your employees up for a better retirement
This self-led or moneyGPS Coach assisted. As an employer, the cost of this FBT is exempt, subject to ATO ruling The check-up provides a detailed report covering financial goals, investment and risk profiles, insurance, superannuation, and retirement income projections.
Maximise employee uptake of the platform
Comprehensive monthly reporting of engagement including take-up, activity levels and services used including improvements in the employee base financial wellness scores.
Why Leading Employers Trust
moneyGPS for Financial Wellness
Help Your Team Take Control of Their Financial Future
Equip your employees with the tools, guidance, education and advice they need to achieve their financial goals. From personalised financial health reports to expert advice, our platform empowers your workforce to make confident financial decisions at every stage of life, fostering a more secure and productive team. moneyGPS can also incorporate your existing benefits and superannuation plan into its platform to support corporate and HR objectives.
Boost Engagement and Loyalty with Financial Wellness
A financially confident workforce is an engaged workforce. By addressing your employees’ financial concerns with tailored advice and financial educational resources, you enhance job satisfaction and build long-term loyalty. A robust financial wellness program doesn’t just support your team—it strengthens your organisation as a whole.
Reinforce Trust with a Branded Financial Wellness Experience
Our platform empowers you to deliver fast, digital-first financial advice tailored to your employees’ 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 employees receive high-quality advice, while you save time and focus on growing your practice.
Frequently asked questions
Do I need an AFSL to use moneyGPS Professional?
No. moneyGPS will use its own AFSL to deliver the advice and bears all the advice responsibility.
How does moneyGPS integrate into my in-house systems?
moneyGPS can integrate into any in-house employer system to ensure your people access services on-platform.
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 we integrate and launch the moneyGPS Financial Wellness program?
The program can be launched within one month.
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
