YOUR IN-HOUSE DIGITAL FINANCIAL ADVISER
Provide digital financial advice to your client base without needing a license.
Help your clients make better money decisions and create a new revenue stream for your practice.
We are thrilled to announce our new partnership with moneyGPS, a pioneering digital advice platform designed to revolutionise personal financial advice. moneyGPS offers a range of benefits that will enhance your services and provide significant value to your business.
Why moneyGPS?
Affordable Personal Advice: With moneyGPS, you can access personal financial advice at a fraction of the traditional costs. This is a game-changer for every working Australian, making quality advice more accessible than ever before.
Removes Risk: Advice is delivered via the moneyGPS AFSL, removing risk and compliance burden for accountants.
Effortless Client Engagement: moneyGPS engages clients through an intuitive online platform linked directly to your website. This seamless integration ensures that your clients receive top-notch financial advice without any additional burden on your operations.
Enhanced Client Relationships: Maintain and nurture your client relationships with your own brand identity. moneyGPS allows you to keep your recognised brand, logo, and colours, ensuring your clients feel the same level of trust and familiarity.
Support and Resources: The platform provides access to various tools, calculators, educational resources, and human support when needed. Plus a ‘Done-for-you’ marketing & communications program. This comprehensive support system ensures that your clients receive the best possible advice tailored to their needs.
- Start your one month free trial today and experience the future of digital financial advice!
- Monthly subscriptions start at $530 per month, per office.
- Institute of Financial Professionals Australia (IFPA) members receive a 15% fee reduction to the normal retail fees.
- To celebrate the relationship with IFPA, moneyGPS will for the first 50 subscribing firms, also reduce the monthly fee by an additional 5% – savings > $2k pa for the first 50 subscribing firms. Introductory offer ends November 2024.
No lock-in period. Cancel anytime.
Benefits of Digital Advice for your CLIENTS
AFFORDABLE
Digital advice SoAs range from $90-180 AUD per topic.
CONVENIENT
Client’s can access online in their own time and can talk to our friendly team, or you, if they need help.
SAFE
Compliant. Digital advice can be provided via the moneyGPS AFSL, removing risk for practices.
Want to know more?
Book your spot at the upcoming launch webinar presented by CEO & Co-Founder, George Haramis & IFPA Executive/Pippa, the session includes time for Q&A. George Haramis is an industry stalwart with decades of experience running financial services firms and his own AFSL. [Reserve your seat]
Or call George Haramis | CEO & Co-Founder on 0410 590 526 or schedule a no obligation meeting via this link:
How moneyGPS works
- You retain between 50% – 100% of all commissions & digital advice fees, with 20% of some revenue donated to GPS supported charities
- Engage clients via an online platform, linked to your website
- Deliver single-topic automated Statements of Advice (SOAs) via the moneyGPS AFSL
- Deliver personal advice topics—investments, contributions and insurance
- Includes strategy and product recommendations
- Implementation of all recommendations via a meeting with a moneyGPS Coach or via digital means.
What moneyGPS doesn’t do
Own your client relationships
Impact your operations
Lock you into a contract
- Retains any commission
Benefits of Digital Advice for your BUSINESS
WHITE-LABELLED
Establish a digital advice platform using your recognised brand, logo and colours.
KEEP CLIENTS
Maintain and nurture relationships with your future HNW clients.
ATTRACT
Attract new digitally-savvy clients and children of existing HNW clients.
REFERRALS
More effectively engage referral partners with a digital solution, at-scale.
PROFIT
Get excellent commercial arrangements and improved capital value.
Benefits of Digital Advice for Your Clients
To access the IFPA moneyGPS platform, copy the code MDM4ZmM5YW and click here to create your account.
Next steps for IFPA members
Once IFPA members have created an account you can follow these simple instructions to subscribe to moneyGPS:
- Create a Management Console Account: Begin by creating a management console account and subscribing to moneyGPS here.
- Obtain Your Unique Partner Referral Code: Once subscribed, the firm’s management console account will automatically generate a unique partner referral code. Please copy this code and sign out.
- Create a moneyGPS Platform End User Account: You will be redirected to our generic sign-in page.
Select “Create Account” and use your new unique partner referral code to create a moneyGPS platform end user account—just as clients will when the firm shares their code with them. - Access Your Accounts: At this stage, the firm will have both a management console account and an individual end user account. Upon creating these accounts, they will receive automated welcome emails with all the necessary details and more.
- Book Your Onboarding Session: The next step is to schedule an initial onboarding session with me. These sessions typically last 45-60 minutes and are designed to complete the subscription and account creation process, outline subscription inclusions, and provide a full guided tour of both accounts.
- When subscribing: IFPA members need to use the following promocode to secure their; 1 free month + 25% fee reduction – which only applies to the first 50 subscribing firms – Promocode: IFPAPROMO24
Cement your status as the No. 1 most trusted adviser and embrace this innovative solution to see how moneyGPS can transform your practice.
Start your free trial today and experience the future of digital financial advice!
Want to know more?
Call George Haramis | CEO & Co-Founder on 0410 590 526 or schedule a no obligation meeting via this link:
Meeting with George Haramis
