Enterprise

Empower Your Members to Achieve Their Financial Goals

Equip your members with personalised, compliant financial advice that addresses their unique needs. Our platform integrates seamlessly with your existing systems, providing accessible and affordable guidance on superannuation, investment and retirement planning topics, and assisting Superfund Trustees to fulfil the Retirement Income Covenant (RIC) responsibilities. By offering these tailored solutions, you empower your members to make informed decisions, enhancing their financial well-being, longer term investment and retirement planning decisions with confidence.

Trusted by enterprises, financial planners and businesses

Compliant Financial Guidance for Your Members

Deliver Scalable, Compliant Advice at Scale

Empower your enterprise to provide compliant, tailored financial advice to all members efficiently without needing a licence.

Enhance Member Loyalty with  Comprehensive Financial Solutions

By addressing their financial concerns and goals, you build stronger relationships, increase trust, and encourage long-term loyalty to your fund which improves member retention.

Meet your RIC Responsibilities with minimal cost, angst and risk

With a full suite of digital advice and retirement topics that enable you to better support and retain your members.

See How moneyGPS Transforms Member Engagement and Advice Delivery

Discover how our platform empowers enterprises to deliver personalised, compliant advice at scale,

whether they use their own AFSL or the moneyGPS AFSL.

Revolutionise Member Support with a Digital-First Solution

A powerful platform designed to deliver personalised, compliant financial advice, enhancing member engagement and trust.

Integrating Data, Calculation, and Advice Engines for Superior Financial Guidance

moneyGPS combines three powerful engines—Data Collection, Calculation, and Advice—to deliver accessible and affordable personal financial advice. Our platform collects user data through an interactive digital fact find, processes it with complex algorithms, and generates compliant, personalised Statements of Advice (SoAs) in seconds.

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 members to make better financial decisions.

Set your members up for a better retirement

This moneyGPS coach led check-up provides a detailed report covering financial goals, investment and risk profiles, insurance, superannuation, and retirement income projections.

Maximise member uptake of the platform

Comprehensive monthly reporting of engagement including take-up, activity levels and services used.

Unlock the Full Potential of Your Super Fund with Targeted Member Solutions

Empower Members with bespoke or out of the box advice

Provide your members with clear, actionable guidance tailored to their unique financial goals. From superannuation planning to retirement strategies, our platform delivers compliant, out of the box, personalised advice, that builds trust and empowers informed decisions.

Enhance Engagement and Retention

Strengthen relationships with your members through a seamless, value-added advice experience. By addressing their financial concerns proactively, you drive deeper engagement and foster long-term loyalty to your fund.

Scale Advice Delivery Efficiently With Minimal Risk

Deliver compliant financial advice at scale without increasing operational complexity, by either using your AFSL or a moneyGPS AFSL. Our digital platform streamlines advice creation, allowing you to serve a large member base with precision and efficiency, while maintaining the highest standards of compliance.