As a group, we are dedicated to providing top-tier financial advice that improves the lives of our clients. We are thrilled to announce a groundbreaking partnership with the innovative fintech company, moneyGPS. This collaboration is set to make financial advice more accessible and affordable for all Australians.
Why This Matters
In today’s financial landscape, comprehensive advice often comes with a hefty price tag, leaving many Australians without the guidance they need. Our partnership with moneyGPS changes that. By leveraging their cutting-edge digital advice platform, our advisers can offer Statements of Advice (SOA) starting at less than $100. This initiative aims to support the 90% of Australians who struggle to afford traditional financial advice.
Enabling Our Advisers
This partnership equips our adviser network with the tools to serve a broader range of clients. With moneyGPS’s digital platform, our advisers can offer advice at a fraction of the traditional cost, ensuring that financial wellness is within reach for more Australians.
Scott Heathwood, Head of Strategic Planning at Lifestyle Asset Management, highlights the impact:
“Our relationship with moneyGPS has provided our adviser network with the genuine opportunity to offer what many people with limited financial resources have been after for a long time – access to personal financial advice at a fraction of the traditional costs.”
George Haramis, Co-founder and CEO of Fiduciary Financial Services (moneyGPS), adds:
“Our vision is to meet the broad advice needs of working Australians at every stage of their lives. Now Lifestyle Asset Management’s clients can benefit from access to digital advice, a range of financial services, and financial wellness education and resources.”
Join the Conversation: Podcast with moneyGPS
To delve deeper into the experience and process of rolling out digital advice to our network, listen to our podcast featuring an insightful conversation between Luke Borthwick General Manager of Lifestyle Asset Management and George Haramis from moneyGPS. They discuss the challenges, successes, and future plans of this exciting initiative.
Looking Ahead
This partnership marks a significant milestone in our mission to make personal financial advice accessible and affordable. We believe this collaboration will greatly reduce financial stress and enhance the financial well-being of our clients.
Stay tuned for more updates as we continue to innovate and provide valuable financial services to our community.
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