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Frequently asked questions

How does moneyGPS work?
Watch this 2-minute overview video to find out.

Once your practice subscribes to moneyGPS, your management console account will display a unique partner referral code. This code is required during initial account creation by users. If you’ve chosen a subscription with our done-for-you marketing program, clients will receive this code in your launch emails. Additionally, a white-labelled, fully branded moneyHub page will be seamlessly integrated into your business website, serving as an extra gateway to the moneyGPS platform. Alternatively, if your subscription does not include marketing services, you can choose to provide this code directly to clients via personal email.

Currently, moneyGPS is only available exclusively through institutions, super funds, financial advice practices, accounting practices, retail groups, and employers, and requires a unique partner referral code for account creation.

No, all digital financial advice is issued through the moneyGPS AFSL: 247344.

  • Option to white-label the platform, this includes adding your company’s logo and brand colours.
  • Access to our comprehensive onboarding program. This program provides detailed guidance and support.
  • Monthly technical webinars.
  • Your own management console account with reporting functionality.
  • Annual strategic reviews and online conferences.
  • Earn 50% of the revenue generated from the standard digital advice fees – all subscriptions.
  • Receive an 80% revenue share from all default external products/services on the moneyGPS platform, with the remaining 20% allocated to GPS-supported charities – all subscriptions.
  • Retain 100% of revenue generated from integrating their internal advisory or external referral services and products – Advice Custom and Advice Complete subscriptions only.
  • Money-back guarantee for our done-for-you marketing program – Advice to Go and Advice Complete subscriptions only.
  • Co-branded moneyGPS landing page on your website. This page allows you to showcase moneyGPS services alongside your own branding – Advice to Go and Advice Complete subscriptions only.
  • Ability to integrate up to three of your own or external providers’ products/services on the moneyGPS platform, e.g., Lending and Finance, Personal Protection Insurance, and Estate Planning. These services are featured in the Money Check-Up and Retirement Check-Up Report for client guidance and as individual tiles on the moneyGPS platform.
  • Additional integrations beyond three are available at $120 per month per service – Advice Custom and Advice Complete subscriptions only.
  • Access to the free money check-up and retirement check-up reports, with unlimited access/update anytime.
  • Access to purchase appropriate, tailored and affordable single-topic digital statements of advice (SoAs), priced between $55 – $198 including GST.
  • Receive a Freemium no-cost subscription with the option to upgrade to paid monthly or annual subscriptions to receive between a 25% and 50% discount on SoA fees and access other benefits, saving thousands.
  • Access to our short education courses covering a financial curriculum, providing your clients with a deeper understanding of available products and services.
  • Access a wide range of approved providers offering discounted services such as Wills and Estate Planning, Insurance, Lending, and Finance, which can be substituted for the subscribing advisers services.
  • Opt in opt out, ongoing marketing and communications program aimed at improving their financial well-being.

It’s a simple 3-step process with an option for additional human support. 

  1. Create an account: Your client begins by creating a free account to access the moneyGPS platform using your firm’s unique referral partner code.
  2. Generate a Money Check-Up Report: They will then complete a 10-15 minute digital survey to generate a Money Check-Up Report. This survey serves as a digital fact-finding tool to determine the most suitable financial advice to help achieve their specific financial goals.
  3. Purchase a Statement of Advice (SoA): If our algorithm and calculation engine determine that issuing a statement of advice would be beneficial, your client may need to answer additional questions before proceeding to purchase their personalised single-topic advice document. 

 

Human Support Option: Option to engage human support at any time or switch to a complete hybrid journey, where we can provide additional human support from one of our friendly GPS Coaches.

moneyGPS is owned by Fiduciary Financial Group Pty Ltd, an Australian fintech company. Fiduciary specialises in developing technology to offer affordable and compliant personal digital advice and SMSF services. Our platform serves Australians through partnerships with institutions, accountants, financial advisers, superfunds, and employers.

No, there is currently no dedicated mobile app for moneyGPS. However, our platform is designed as a responsive web application. This means that our website adjusts its layout and functionality to provide an optimal user experience across various devices, including desktops, tablets, and smartphones. Whether you’re using a smartphone, iPad, or desktop computer, you can access and interact with moneyGPS seamlessly.

moneyGPS is continuously updated to enhance functionality and address any issues. Whether it’s a minor bug fix or the introduction of new features, such as additional SoA topic documents, our team is dedicated to ongoing improvements and additions to the platform. If you have questions about specific updates or features, please contact our GPS team at clientcare@moneygps.com.au, and we will respond as soon as possible.

The Money Check-Up Report

What is the Money Check-Up Report?

It’s a free, detailed factual report on an individual’s financial health and position. This lets you see your goals and where you stand. If you want advice on how to reach your goals, there’s a small charge for the advice further along in the user friendly simple process.

Approximately 10-15 minutes, depending on the users complexity.

Clients complete the digital fact-find survey by providing details about their financial position, submit their responses, and then download their detailed report.

  • Financial goals
  • Comparisons of Financial Position
  • Investment & Risk Profile
  • Insurance & Superannuation
  • High-level Retirement Modelling
  • Access to Relevant Advice SoAs
  • Your Next Steps & Actionable Items
  • Access to the FREE 45-minute GPS Coach Discussion

It’s up to you, clients have the option to complete the process independently at their own pace online. Alternatively, accountants and financial advisers can integrate it into their client interactions, providing support to help clients complete the fact-find. Additionally, you may choose to have your client complete it beforehand and then review the information together in person.

The Money Check-Up Report is available at no cost. Clients who create a free online account using your firm’s unique partner referral code will gain access to the moneyGPS platform. This access enables them to complete the Money Check-Up Report.

Clients can complete the Money Check-Up Report an unlimited number of times. We recommend updating and generating a new report whenever their circumstances change, or approximately every six months, to ensure the information remains current and relevant.

Data security is a top priority for us. The moneyGPS platform utilises advanced security measures to safeguard the sensitive information collected during the Money Check-Up Report survey. All data is securely stored in client vaults with robust encryption and access controls to protect both firms and their clients. Our commitment to data security ensures that all personal and financial information remains confidential and protected from unauthorised access.

Yes, upon completing the Money Check-Up survey, you have the option to view the report on screen or download it as a PDF for your convenience. Remember to update your Money Check-Up survey responses as your circumstances change or approximately every six months to generate a new report for your records. Each report will have your full name and the date it was generated on the front cover page.

The Retirement Check-Up Report

What is the Retirement Check-Up Report?

The Retirement Check-Up report is a factual analysis of your position leading into retirement. It is designed for those that are starting to plan retirement and would like to know how they are positioned.

The Retirement Check-Up report covers the following: income needs analysis, age pension eligibility, home equity release, downsizing contributions, income forecasting and modelling for retirement, superannuation review, risk profile, debt health check, estate planning checklist, and information on account-based pensions, aged care, and annuities.

Yes. It will show whether you are likely to be eligible, from what age and how much you will be eligible for each year in your retirement.

Approximately 10-15 minutes, depending on the users complexity.

Clients complete the digital fact-find survey by providing details about their financial position, submit their responses, and then download their detailed report.

The Retirement Check-Up Report is available at no cost. Clients who create a free online account using your firm’s unique partner referral code will gain access to the moneyGPS platform. This access enables them to complete the Retirement Check-Up Report.

Clients can complete the Retirement Check-Up Report an unlimited number of times. We recommend updating and generating a new report whenever their circumstances change, or approximately every six months, to ensure the information remains current and relevant.

Data security is a top priority for us. The moneyGPS platform utilises advanced security measures to safeguard the sensitive information collected during the Retirement Check-Up Report survey. All data is securely stored in client vaults with robust encryption and access controls to protect both firms and their clients. Our commitment to data security ensures that all personal and financial information remains confidential and protected from unauthorised access.

Yes, upon completing the Retirement Check-Up survey, you have the option to view the report on screen or download it as a PDF for your convenience. Remember to update your Retirement Check-Up survey responses as your circumstances change or approximately every six months to generate a new report for your records. Each report will have your full name and the date it was generated on the front cover page.

The SMSF Check-Up Report

What is the SMSF Check-Up Report?

It’s a factual, fully tailored strategic analysis for any SMSF.

Less than 5 minutes.

Watch this video to find out.

  • Cost Comparisons
  • Investment Strategy Performance 
  • Benchmarking
  • Cost to Manage
  • Estate Planning
  • Trustee Strategy
  • Member Contributions
  • Retirement Planning
  • Property Review

It can be used by accountants or financial advisers, on an ad-hoc basis or via a more formal annual review process to conduct a strategic assessment of any SMSF in order to ensure the fund is meeting its risk and compliance requirements as well as meeting the objectives of the Trustee and Members.

Because it is in an easy-to-understand format, it’s perfect for going through with your clients—stimulating conversation and action. It can also be used as a compliance tool to support audits. It highlights any issues with the fund, helping you to keep it on track in order to achieve its objectives.

A set number of SMSF Check-Up Reports are included in each subscription plan. Additional reports can be purchased at $180 inc. gst. Practices on the Enterprise tier can get unlimited SMSF Check-Up Reports.

Practices can choose to charge clients for the report and the RRP is $500 + gst, but the pricing is fully at the discretion of each practice and accountantGPS does not share in this revenue.

You can rerun an SMSF Check-Up Report for an individual SMSF, an additional 2 times pa with no further fees being charged.

accountantsGPS has a dashboard for each SMSF you have created a report for, enabling you to easily see the details and insights into the fund. 

Yes.

Yes.

What do you mean by digital advice?

Digital advice refers to financial or investment advice provided through digital platforms or tools. It leverages technology to offer tailored recommendations and services, often without the need for direct human interaction.

Our digital advice services include:

  • Client-Led: Clients can manage their advice journey independently.
  • Fully Digital: Provided entirely through our online platform.
  • Personalised: Tailored financial advice based on individual needs.
  • Hybrid Option: Ability to consult with a GPS Coach for additional support.
  • Low Touch: Designed for efficiency with minimal direct interaction.
  • Comprehensive: Covers superannuation, investment, retirement planning, and insurance.
  • Strategy and Recommendations: Offers strategic advice and actionable recommendations.
  • Digital Implementation: Includes some elements of digital implementation.
  • moneyGPS AFSL: Delivered under the moneyGPS Australian Financial Services Licence (AFSL).

After completing the Money Check-up or Retirement Check-up, clients will receive a list of recommended and suitable Statements of Advice (SoAs).
To purchase an SoA, clients should follow these steps:

  1. Selection: Choose the desired advice topic from the list provided.
  2. Payment and Verification: Proceed through a secure payment and identity verification process, similar to an online shopping cart.
  3. Completion of SoA: Once the transaction is successful, clients will initiate the SoA process. Most necessary information will have been gathered during the Money Check-Up. Depending on the chosen topic, clients may need to answer a few additional questions. This ensures that the algorithm and calculation engine can generate a complete and accurate SoA.

moneyGPS digital statements of advice (SoAs) range from $55-$198 including GST. per topic.

Yes, where appropriate. Recommendations may include default products from the moneyGPS AFSL’s Approved Product List (APL). 

After completing the Money Check-Up or Retirement Check-Up, the algorithm will identify the most appropriate single advice topics for each client. Only the relevant single-topic Statements of Advice (SoAs) related to their specific needs will be available for purchase based on these assessments.

Superannuation, investment, retirement planning and insurance.

Our SoAs are between 10-14 pages long. They are simple to understand and do not use jargon or complex language. They are designed for non-finance professionals while fully complying with financial advice regulations.

Digital implementation is available for some topics and all other advice can be implemented with the assistance of a GPS coach.

Yes, digital advice is safe. Our platform employs advanced security measures, including encryption and regular security audits, to protect your data. Additionally, our algorithms and calculations are reviewed by compliance specialists, legal experts, and financial advisers to ensure accuracy and reliability.

Yes, we are currently working on developing more SoAs for both wealth accumulators and pre-retirees, which will be available for purchase on the platform progressively throughout 2025.

Yes, the Statements of Advice (SoAs) generated through our platform are fully compliant with regulatory requirements. Our digital advice tools are designed to meet all relevant financial services regulations and standards, ensuring that the advice provided is appropriate, transparent, and in the best interest of the client.

No, modifications or customisations to the standard Statements of Advice (SoAs) are not available. As the AFSL holder, we are responsible for ensuring that all advice provided under our license adheres to regulatory standards and maintains consistency. Therefore, we cannot accommodate requests for alterations to the standard SoAs.

What is a GPS Coach?

A GPS Coach is a salaried finance professional, typically a former financial adviser and CFP, who offers general advice to clients through an online meeting following completion of the Money Check-Up. The initial 45-minute session with a GPS Coach is complimentary. Clients may also opt to purchase additional sessions, priced at $55 for 30 minutes or $82.50 for 45 minutes.

No, GPS Coaches do not provide financial advice. The moneyGPS platform and its algorithms generate the advice and product recommendations, if applicable. GPS Coaches are available to help you understand the Statements of Advice and reports produced by the platform. They provide only general advice and support in interpreting the information provided.

Yes, GPS Coaches can assist with implementation if needed. You can request this support at the end of your Statement of Advice presentation meeting, or by booking a dedicated SoA discussion appointment for a fee.

Check out our moneyGPS How to Subscribe video where we guide you through the process of creating your management console account and subscribing to moneyGPS. 

Certainly! When you purchase a subscription with moneyGPS, you’ll benefit from our comprehensive onboarding program. You’ll start with a 1-hour online meeting with a GPS Onboarding and Training Specialist, who will stay in close contact with you throughout the next 5-10 business days as they complete the remaining requirements. The onboarding period may vary depending on the complexity of your subscription. This team member will ensure a smooth onboarding experience by regularly checking in, activating all services such as white-labelling, and integrating customisation offerings. But that’s not all – once you’re set up and launched, we’ll continue to provide ongoing support and reporting functionality to ensure your continued success.

Your unique partner referral code can be found in your management account at www.app.moneygps.com.au/management/dashboard. You can share this code individually with clients or provide access to the moneyGPS platform through the marketing and communications launch program offering, which includes ongoing email communications containing your code.

Check out our moneyGPS How to Subscribe video where we show you how to find your unique referral code.

You can change or upgrade your plan, and make other modifications through your management console account. To change subscriptions, swap your payment frequency, or add in a promo code, sign in at www.app.moneygps.com.au/management/dashboard, click the ‘Manage Subscription’ button to open the subscription offerings popup, select your business type and payment frequency (Monthly/Yearly), then click ‘Subscribe.’ You will be redirected to Stripe, our secure payment gateway provider, to enter your payment details and finalise your subscription changes.

Check out our moneyGPS How to Subscribe video where we show you how to change your subscription.

You can update your payment details, view and download receipts, or cancel your subscription through your management console account. To make these updates, sign in at www.app.moneygps.com.au/management/dashboard, and click the ‘Update Information’ button. This will take you to a secure login page for Stripe. Use your management account email to request a verification link. Once you receive the link via email, click through to access and follow the prompts for your required action.

 

Check out our moneyGPS How to Subscribe video where we show you how to manage your subscription.

You can watch a demonstration video by our expert Head of Product, Aaron Williamson, here.

After you initially subscribe to a moneyGPS plan you will receieve an automated email detailing next steps. Included in this email is a link to an online form submission, firms must fill this in and answer all required fields to begin their onboarding program. Depending on your chosen subscription, this form can include, some basic contact details, uploading your logo, answering some due diligence questions, adding in your cutsomised URLs, and additionally, if our marketing program is included in your subscription there is a seperate form to fill in for this.

No, everything is included in your subscription price.

Typically, the onboarding process can take between 10 to 15 business days, depending on your subscription inclusions, and the complexity of the set-up required.

No, please note that if your moneyGPS account has more than one Authorised Representative (AR), an additional fee of $50 per month per AR will apply. This option must be selected at the time of subscription.

Yes, all of our subscription include a one-month free trial, this is automatically applied at checkout and will reduce your subscription fee to $0 for the first month. We do not have any lock-in contracts and you can cancel anytime.
Upon subscribing, your management console account will be generated a unique partner referral code. This code allows you to create an individual client account to access the moneyGPS platform, just as your clients will.

A GPS Onboarding and Training Specialist is a professional who manages the onboarding process for firms, providing comprehensive support, training, and ongoing assistance to ensure a smooth transition and maximise the benefits of the moneyGPS platform.

A GPS Onboarding and Training Specialist is dedicated to managing all aspects of your firm’s onboarding process, they are here to assist you every step of the way. If you have any questions, please don’t hesitate to reach out. Our GPS Onboarding and Training team excels in problem-solving and is passionate about helping people.

They offer initial onboarding sessions, liaise with marketing and communications partners, provide tailored training programs for internal staff, and offer ongoing support through training, reporting, and ROI meetings. Additionally, they activate all platform services for subscribing firms, including the white-labelling service, integration of customisation features, due diligence checks, and management of online form submissions.

Yes, they can develop and conduct customised training sessions tailored to your firm’s needs, ensuring that your team is fully equipped to use the moneyGPS platform effectively.

A GPS Onboarding and Training Specialist provides comprehensive support throughout the onboarding period, including:

  • Initial Setup Assistance: Helps with account creation, subscription sign-up, and activating all necessary services.
  • Customisation Integration: Assists in integrating white-labeling, customisation options, and other platform-specific features.
  • Training and Development: Conducts tailored training sessions for your team to ensure they are proficient in using the moneyGPS platform.
  • Regular Check-ins: Maintains regular communication to monitor progress, address any issues, and ensure a smooth onboarding process.
  • Technical Support: Provides troubleshooting and technical support to resolve any platform-related issues.
  • Ongoing Guidance: Offers ongoing guidance and support even after the initial onboarding period to ensure continued success and optimal use of the platform.
Is it free for my client to use moneyGPS?

When your practice subscribes to moneyGPS, your clients are given a complimentary freemium membership upon creating their moneyGPS platform account. After completing either the Money Check-Up or Retirement Check-Up report, they will be automatically upgraded to an Essentials Flexi Individual Member Plan for 7 days. This upgrade provides access to exclusive member discounts.

Flexi and Plus subscribers enjoy discounted Advice Plans (SoAs), saving 25-50% on all purchases. Additionally, they automatically become members of our moneyGPS Rewards program, valued at $99-$121 per annum, with potential total savings of up to $2,500 per year.

If your client doesn’t cover the cost of their annual subscription fee in savings in the first year, moneyGPS will refund the first-year fee.

What services are available on the moneyGPS platform?
  • Digital Advice (Reports/SoAs – Fiduciary AFSL – t/a moneyGPS)
  • Accounting
  • Advanced Care Plans
  • Aged Care Financial Advice
  • Buyers Advocacy
  • Comprehensive Advice (subscribing practice’s integrated service)
  • Debt Reduction Program
  • Direct Property Services (National Coverage)
  • Estate Planning (Comprehensive)
  • Health Insurance
  • Home Equity Release
  • Insurance Advice (Comprehensive)
  • Investment Platform
  • Lending & Finance
  • Online Wills
  • Personal Insurance (Online)
  • Property Fragment Investing
  • Rewards Program – Retail Services
  • Utilities Review

All service providers have been reviewed by the moneyGPS Compliance & Investment Committee, including for cybersecurity protection and are also listed in the AFSL’s Approved Product List (APL).

All services are offered at concessional pricing through fee reductions or cash rebates, accessible from each service provider.

Firms subscribed to the Advice Custom or Advice Complete tiers can integrate several of their in-house services or those of their external service partners in areas including estate planning, lending and finance, insurance, and comprehensive advice.

Yes, we utilise automated feedback surveys sent to both subscribing firms and individual end-user retail clients at various stages of the moneyGPS user journey. If you have additional feedback or a complaint, please email us, and we will strive to respond as soon as possible.

Yes, we offer additional free educational services and tools. Our educational short courses focus on financial curriculum and are designed to be easily understood, providing users with a comprehensive understanding of all concepts across the platform. Our calculators are valuable tools for both firms and retail users to model different scenarios. We are continuously updating our platform, so check back often for new additions and features.

We are continuously updating our platform, with many new education modules being added by Q4 2024, check back often for new additions and features.

Yes, due to the unique nature of each platform, we offer a range of different services on each. In addition to the services listed above integrated into our moneyGPS platform, subscribing to accountantsGPS provides access to additional services such as SMSF Documentation, Group Insurance with No Underwriting, LRBA Refinancing, Bespoke Estate Planning, Fixed Income Investing, Education & Training (IFPA), SMSF Advice (Coming Soon, Q4 2024), Comprehensive Advice, Wealth Platforms (Coming Soon Q4 2024), Retirement Health Check Calculator, and Mortgage Income Fund.

For detailed information on our revenue sharing agreement, please refer to the “Pricing and Revenue” section of our FAQs. To summarise, firms that include customisation in their subscription will retain 100% of the commission or revenue generated from client engagements with any product or service provider they choose. For engagements with default moneyGPS platform products and service providers, firms will retain 80% of the commission or revenue, while the remaining 20% is donated to GPS support charities.

The services are seamlessly integrated into the moneyGPS platform through unique URLs provided by subscribing firms, during the onboarding period. These URLs are incorporated into the white-labelled version of the platform, ensuring that the services are prominently displayed as tiles on the home page.

Additionally, these services are featured within key documents, such as the Money Check-Up Report and the Retirement Check-Up Report, providing easy access and visibility to users.

How much does a subscription to moneyGPS cost for my practice?
You can find all the pricing options on our homepage.

moneyGPS does not keep any commissions, only the firm and client subscription fees. 80% of revenue share from all financial services, initial and ongoing retail commissions and fees goes back to the subscribing practice, with the remaining 20% going to GPS-supported charities. 100% of revenue is retained for incorporated internal advisory or customised URLs for external referral services and products.

Discover this case study with financial projections to determine what kind of return your practice could achieve.

Yes you can. We recommend you contact moneyGPS directly to discuss any such requirement. Multiple sites will also provide for reduced Plan subscription fees.

There are no hidden costs associated with a subscription to moneyGPS.

However, please note the following:

  • Authorised Representative Fee: For boutique AFSLs, there is an additional fee of $50 per month for each Authorised Representative (AR).
  • This fee must be selected when purchasing a subscription.
  • Annual Payment Discount: If you choose to pay for your subscription annually upfront, a 10% discount will be automatically applied to the total annual fee.
  • All costs are transparently outlined, ensuring there are no unexpected charges.

Billing for your moneyGPS subscription can be set to either a monthly or annual frequency at the time of subscription. You can change your billing frequency at any time through your management console account.

We utilise Stripe, a widely recognised and secure payment processing gateway, to handle all transactions. Stripe is trusted by millions of companies globally to accept payments online.

We accept payments via both credit and debit cards for moneyGPS subscriptions. Please ensure you have a valid card ready at the time of subscription to complete your payment.

What is the done-for-you marketing program?

moneyGPS works with its marketing partner to implement an agreed client marketing and communication program to your client base via a secure platform. It enables you to get the most value out of your moneyGPS subscription without any additional operational burden on your staff or business. The marketing program is fully branded and comes with a 100% money-back guarantee.

Our marketing partner holds your client data securely in an omni-channel customer engagement platform. moneyGPS does not have any access to your client data.

The full-year marketing fee will be refunded if you don’t recoup the cost of the marketing program within the first year. 

  • Launch campaign
  • Automated follow-up emails
  • Annual content marketing program
  • Monthly EDMs: specific services & promotions  
  • Monthly newsletter
  • Client surveys
  • Comprehensive reporting

Once your digital assets have been created, you will receive your own credentials to log into the marketing partner portal. In addition, with your moneyGPS management console account, you can track a variety of performance metrics, including open rates, click rates, subscriber growth, and engagement trends. Detailed reports and visual dashboards are available to help you understand the impact of your marketing efforts. If you have any questions or need assistance, our support team is available to help you navigate the portal and interpret your data.

Yes, you can opt out of specific marketing activities within the program.

Our standard offerings include:

  • Initial Introduction EDM: An email introducing your clients to our services and new partnership.
  • Launch EDM: A detailed email providing all the information your clients need to get started.
  • Co-branded moneyHub Page: A tailored additional page added onto your website, offering your clients all details required at any time.
  • Ongoing Monthly Newsletter: Regular updates and information to keep your clients engaged.
  • If you do not wish to participate in any of these offerings, please inform our GPS team. We will discuss your options and update your onboarding program accordingly.

No, there are no additional costs associated with the marketing program, everything is included in your subscription plan price.

What is product and service customisation?

Product and service customisation allows subscribing firms to tailor the moneyGPS platform to their clients specific needs. Firms can choose up to three unique URLs to customise, which will be integrated into the white-labelled platform. These customised URLs will prominently appear as tiles on the platform’s home page and within key documents such as the Money Check-Up Report and the Retirement Check-Up Report. This ensures that your clients have easy access to the services that are most relevant to them.

Firms subscribed to the Advice Custom or Advice Complete tiers have the option to integrate up to three in-house services or those of their external service partners into the platform. For those wishing to integrate additional products and services, this can be arranged for an extra cost of $120 per service, per month.

The most commonly customised URLs include lending and finance, estate planning, insurance, and direct property investing. However, if you have another preferred product or service provider that matches an offerings of our default providers, you can choose to customise those as well. Each subscription allows for the customisation of up to three providers, which is available exclusively in our Advice Complete and Advice Custom subscription plans.

When you upgrade or downgrade your subscription plan, the status of your customised URLs may change. If you upgrade to a plan that supports more customisations, you can add additional URLs. If you downgrade to a plan with fewer customisation options, you may need to remove some URLs to align with the new plan’s limitations. Rest assured, we will guide you through the transition to ensure a seamless experience.

To set up the custom landing page for the URLs provided, ensure the following requirements are met:

Co-Branding: The landing page must prominently display both your firm’s branding and the moneyGPS branding to maintain a consistent and professional appearance.

Contact Form: Include a contact form where clients can submit their details. This form should capture essential information such as name, email address, phone number, and any specific inquiries or comments.

Appointment Booking Link: Provide a link to schedule an appointment with the referral company. This link should lead to an easy-to-use scheduling tool or booking page to facilitate seamless client engagement.

Clear Call-to-Actions: Ensure the page includes clear call-to-actions, guiding users to either submit the contact form or book an appointment.

Mobile-Friendly Design: The landing page should be optimized for mobile devices, ensuring a positive user experience across all platforms.

By meeting these requirements, the custom landing page will effectively serve as a bridge between your clients and the services offered through the moneyGPS platform, enhancing engagement and ensuring a professional presentation.

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