Transform Your Practice with Digital Advice, SMSF Guidance and AI Coaching – No AFSL Required

This session is designed specifically for accounting professionals looking to enhance client service, drive new revenue streams, and streamline operations using moneyGPS Advice and moneyGPS SMSF—now with 24/7 AI Support.

The best part? It’s all delivered under the moneyGPS AFSL, meaning no licence is required on your end.

What We’ll Cover

Effortless Onboarding & Deployment: See how you can launch both platforms in hours – no disruption to your current workflows, no extra headcount and be fully operational immediately.

New SMSF Advice Service: Learn how our new SMSF Advice service can solve critical advice needs and…help you give up that expensive SMSF licence.

AI-Powered Client Engagement: Discover how our RG146-trained AI agents and digital coach deliver 24/7 plain-language guidance, behavioural nudges, and smart triage of complex cases back to your advisors.

Attract & Retain New Segments: Learn strategies to engage digitally savvy millennials, the next generation of HNW families, and insurance-only or non-advised clients, deepening relationships by serving whole households.

Rapid ROI & New Revenue Streams: Explore fee-for-service models via advice modules, SMSF reviews and coach sessions – that capture 100% of fees, unlock premium charges, and deliver positive ROI super-fast.

Compliance without Complexity: Leverage our AFSL to offer full digital advice and SMSF compliant solutions – eliminating your licensing burden and regulatory risk.

Why Listen?

Scale Efficiently: Automate routine advice, freeing your team for strategic, high-value work.

Differentiate Your Firm: Stand out with cutting-edge digital services that clients love.

Future-Proof Your Practice: Retain critical clients by engaging entire families and next-gen members.

Presented By:

David Smith, Smithink + George Haramis, moneyGPS

Find out more about moneyGPS here.