The Institute of Financial Professionals Australia (IFPA), the premier association for tax, superannuation, and financial advice professionals, is proud to announce its strategic partnership with leading digital advice fintech, moneyGPS.
This collaboration allows IFPA’s extensive network of over 30,000 accounting firms, superannuation specialists, and financial advice practices to offer affordable, digitally delivered, and compliant single-topic financial advice to their clients via the moneyGPS AFSL. This empowers clients to make informed financial decisions while creating a new revenue stream for the practices.
moneyGPS, a digital-native web-based app with a hybrid option, is tailored for the 90% of Australians who cannot afford comprehensive financial advice. This innovation enables IFPA members to make financial advice accessible, with Statements of Advice (SoAs) starting at under $100 AUD.
By addressing long-standing challenges faced by financial practices—such as expanding their offerings and meeting client needs without the burden of maintaining an AFSL—moneyGPS provides a sustainable solution.
George Haramis, Co-founder and CEO of moneyGPS, expressed his enthusiasm, stating, “We are thrilled about our partnership with IFPA. Our vision is to meet the diverse advice needs of working Australians. IFPA members can now provide affordable digital advice that serves clients at every stage of their lives, whether starting out, retiring, or needing guidance on estate planning and aged care. moneyGPS helps improve their financial standing and get their financial house in order.”
Pippa McKee, CEO of IFPA, added, "Our partnership with moneyGPS offers a significant opportunity for our association to deliver personal financial advice at a fraction of the traditional cost. This milestone makes personal advice affordable for every working Australian, providing substantial advantages and peace of mind through trusted advisers."
About us:
About moneyGPS
moneyGPS is a SaaS platform leveraging AI, industry-designed algorithms, and a best-in-class user experience to enable financial services firms and accountants to offer digital financial advice and guidance without needing an AFSL. It enhances client relationships, expands reach, and improves efficiencies. Clients start with a free Money Check-Up—a comprehensive financial health report completed in under 15 minutes. This report clarifies financial goals and suggests suitable single advice topics and products. Clients can then purchase and complete these online at their convenience, with the option to consult a GPS coach.
About IFPA
The Institute of Financial Professionals Australia, formerly known as Taxpayers Australia and Tax & Super Australia, has been a leading association for tax, superannuation, and financial services professionals for over 100 years. We support and advocate for our members by offering practical solutions, continuous professional education, and a strong community network. With best-in-class resources, connections, and a strong advocacy voice developed over a century of serving members, IFPA is perfectly placed to help individuals and practices develop professional expertise and build lasting connections.
About Fiduciary
Fiduciary is an Australian fintech company and the owner of moneyGPS and accountantsGPS—SaaS products providing affordable, compliant digital advice and SMSF services to Australians through institutions, accountants, financial advisers, super funds, and employers. Created by finance industry experts George Haramis and Drew Fenton, Fiduciary combines the best aspects of financial services in a simplifed, user friendly format.
Contact details:
IFPA CONTACT
Ky Wilson
Head of Marketing & Membership
(03) 8851 4555
[email protected]
www.ifpa.com.au/
MONEYGPS CONTACT
Mr George Haramis
Co-Founder / CEO
+61 410 590 526
[email protected]
www.moneygps.com.au
