We’ve got some exciting news to share! Wealthy & Wise Lifestyle Planning has partnered with moneyGPS, a leading digital advice platform, to bring a fresh and affordable approach to financial planning for our clients.
We know that navigating your financial future can feel overwhelming, especially when comprehensive advice seems out of reach. That’s why this partnership is such a big deal—it’s all about making financial advice accessible, affordable for those that might otherwise be excluded from receiving financial advice.
With financial advice now provided digitally, many more Australians can take the reins on their financial journey. This platform is designed specifically for people who want solid advice without breaking the bank.
Traditionally, having a financial adviser to help with money matters could be costly, but this new service changes the game. You can now access personalised financial advice for less than $100 AUD. Yes, you read that right—comprehensive advice at a fraction of the usual cost!
Supporting more Australians with their finances
Our goal has always been to support everyday Australians in making smart financial decisions at every stage of life. Partnering with moneyGPS allows us to offer something that many people have been waiting for—a way to get personal financial advice without the hefty price tag. Being able to afford this kind of advice is a game-changer for so many working Australians. It’s about reducing financial stress and giving our clients the peace of mind that comes with having a solid plan in place, backed by experts they can trust.
Here’s how it all comes together.
Clients create an account and log in to complete a free Money Check-Up—a quick and easy way to get a clear picture of their financial health. In just 15 minutes, they have a personalised report that outlines their financial goals and the best steps to achieve them.
From there, they can dive into specific advice topics that are relevant to their situation. Whether it’s budgeting, investing, or planning for retirement, they can choose what matters most and get detailed guidance—all online, at their own pace. And if they ever need a little extra help, there’s a GPS coach available to talk things through.
Wealthy & Wise Lifestyle Planning’s partnership with moneyGPS marks a significant step toward making financial advice more accessible and affordable for everyone. We’re thrilled to offer this digital platform to our clients and network, ensuring they can confidently navigate their financial journey with advice that fits their budget.
ความคิดเห็น