moneyGPS Media Release

Revolutionising Financial Advice: The Institute of Financial Professionals Australia (IFPA) and moneyGPS Join Forces

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 the Institute of Financial Professionals Australia, 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 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, the Institute of Financial Professionals is perfectly placed to help individuals and practices develop professional expertise and build lasting connections.

ABOUT MONEYGPS

moneyGPS is a SaaS platform that uses AI, an industry-designed calculation engine and a best-in-class user experience to enable Institutions, Accountants, Financial Advisers, Superfunds and Employers to offer compliant digital and hybrid financial advice journeys and SoAs without needing an AFSL.

ABOUT FIDUCIARY

Fiduciary is an Australian Fintech and owner of moneyGPS and accountantsGPS—SaaS products that provide affordable, compliant digital advice and SMSF services to financial services firms.

Designed by finance industry stalwarts George Haramis and Drew Fenton and created by a team of tech heads, it combines all the brilliant parts of the financial services world in a simplified, user-friendly way.

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accountantsGPS and moneyGPS SaaS products provide affordable, compliant digital advice and SMSF services, to Australians through; Institutions, Accountants, Financial Advisers, Superfunds and Employers.