Financial Planning

Digital financial advice with a human touch, for everyday Australians.

Your Digital Platform

We’ve partnered with moneyGPS to offer clear, affordable financial advice tailored for individuals who wouldn’t normally be able to access or afford advice.

The platform delivers personalised, single-topic statements of advice online so you can get guidance without attending face-to-face meetings. When needed, you can book an online appointment for help implementing your advice or understanding the documents and next steps.

Digital Advice Platform Features

Fully digital, easy-to-use platform for financial wellness, advice and education

Financial wellness score and check-ups available anytime, anywhere

Single-topic, tailored, personalised statements of advice (e.g., super, retirement, insurance)

Affordable fixed-price options with no hidden fees

Access to online appointments with the moneyGPS Coach team, full-time moneyGPS employees who are financial industry professionals, offering genuine support. No sales targets. No commissions. Just real help, whenever you need it

Online appointments (for a fee) to assist with implementation or to better understand your advice

Secure technology and confidential delivery of all reports and documents through your own personal dashboard

Access to a wide range of free educational video modules that explain key financial concepts

Access to a number of free interactive calculators to help estimate retirement needs, insurance cover, super growth and more

Access to a range of non-advice service providers, such as lending and finance

Explore moneyGPS

SMSF Administration Port Douglas and Mossman

Have a Self-Managed Super Fund (SMSF)?

If you are a trustee of an SMSF, we offer a SMSF Check-Up Report prepared using our internal software platform, moneyGPS SMSF. This 30-page digital report, produced by the team at Williams Cete & Co, provides a comprehensive review of your fund to help trustees meet their regulatory and compliance responsibilities.

You’ll receive tailored recommendations covering key areas such as investment strategy, trust deed updates, estate planning and more.

Contact us to learn more about how to get your SMSF Check-Up Report and the support available to help you understand and implement the recommendations.

Talk to us

Fiduciary Financial Services Pty Ltd (AFSL: 247344), trading as moneyGPS, ABN: 76 003 624 888, Level 6, 607 Bourke Street, Melbourne VIC 3000, Australia.