How Digital Technology Can Future-Proof Your Accounting Practice and Increase Your Revenue

Discover how the moneyGPS Professional proposition can seamlessly integrate digital & guidance advice into your accounting practice and help you to future proof your business using new technology.

This session will demonstrate how your practice can work with moneyGPS and harness the power of its technology to scale your business, by offering:

• An Australian First – a digital analysis of an SMSF that will produce a strategic report on the financial, compliance and investment health of your fund and members … and you don’t need a licence to use it.
• A white-labelled customised digital advice & wellness solution for clients – adding extra revenue and value to your business.

Importantly, the delivery of all digital advice & guidance is via the moneyGPS AFSL.

CEO, George Haramis and Aaron Williamson, Head of Product will present how digital technology can help any accountant serious about growing their SMSF business and catering to the personal financial needs of their clients.

Learn how the moneyGPS Professional solution can:

• Help you build your SMSF business without needing a licence.
• Enhance client relationships – Personal & SMSF.
• Attract new tech-savvy and millennial clients and support children of your HNW clients.
• Provide affordable digital tools for clients to improve clients financial position – Personal & SMSF.
• Introduce a new, high-valuation revenue stream.
• Offer A full turn-key solution, inc: onboarding, implementation, and marketing.

Register now to secure your place!

FREE FOR ALL

TPB CPD Hours: 1 hour |  Legislated CPD Hours: To be confirmed

Presented by:

George Haramis
CEO | MoneyGPS

George Haramis has been successfully involved in the financial services industry for 30 years in various executive roles with some of Australia’s leading domestic and international financial institutions.

George’s roles have included: being a founder of a listed advice business, working with a number of Australia’s largest superannuation funds in presenting fund management solutions, establishing both retail and wholesale distribution channels, working closely with the accounting profession by assisting accounting firms establish successful wealth & advice businesses, creating unique employee benefits programmes for employers and being responsible for two of the country’s largest institutionally owned Dealer Groups: Securitor and RetireInvest – which at the time managed in excess of $10B for over 80,000 clients.

George is now the Co-Founder of Fiduciary Financial Services Pty Ltd.