moneyGPS

George will provide you with a detailed overview of both digital platforms and answer your questions to ensure you:
• Gain a solid understanding of the features & benefits of both digital platforms,
• Learn how each platform can be seamlessly integrated into your business, and
• Ensuring you select the right Subscription Plan for your business and clients.

Book a meeting with a GPS Coach via Zoom to discuss your Report and they will help you with:

• Any questions you may have,
• Provide you with guidance as to how to benefit from the Report’s findings,
• Assist you to implement ‘Improvements and Opportunities’ detailed in the Report – designed to help advance your financial situation.

Book a meeting with a GPS Coach via Zoom to discuss your Report and they will help you with:

• Any questions you may have,
• Provide you with guidance as to how to benefit from the Report’s findings,
• Assist you to implement ‘Improvements and Opportunities’ detailed in the Report – designed to help advance your financial situation.

Book in with one of our knowledgeable GPS Team Members to:

• Discover the potential ROI and find the right accountantsGPS subscription plan for your practice.
• Chat through any questions you have.
• Get help signing up to the platform.
• Take advantage of a one-month free trial.

Book in with one of our knowledgeable GPS Team Members to:

• Discover the potential ROI and find the right moneyGPS subscription plan for your practice.
• Chat through any questions you have.
• Get help signing up to the platform.
• Take advantage of a one-month free trial.

Book a meeting with a GPS Coach to discuss your Report and they will help you with:

• Any questions you may have,
• Provide you with guidance as to how to benefit from the Report’s findings,
• Assist you to in the 'Checklist’ section detailed in the Report – designed to help advance your financial situation.

Book a 30 min meeting with a GPS Coach to discuss general information on your financial topic and they will help you with:

• Any questions you may have,
• Provide you with guidance,
• Assist you to understand your next steps in relation to your financial topic of discussion to help advance your financial situation.

Making sure you’re set up for retirement.

Book a meeting with a GPS Coach to discuss your Advice document and they will help you with:
• Any questions you may have …… and importantly,
• Implement the recommendations in the Commence an Account Based Pension Advice Document - simply and easily .. so you can make sure you benefit from the advice provided.

Savings & Investment – accessing professional money management to achieve your investment goals

Book a meeting with a GPS Coach to discuss your Savings and Investment Statement of Advice document and they will help you with:
• Any questions you may have …… and importantly,
• Implement the recommendations in the Investment Advice Document simply and easily .. so you can make sure you benefit from the advice provided.

Salary Sacrifice – putting money into super before tax and increasing your retirement savings

Book a meeting with a GPS Coach to discuss your Advice document and they will help you with:
• Any questions you may have …… and importantly,
• Implement the recommendations in your Superannuation Salary Sacrifice Statement of Advice document simply and easily .. so you can make sure you benefit from the advice provided.

Making sure you’re super is invested in the right investment plan.

Book a meeting with a GPS Coach to discuss your Advice document and they will help you with:
• Any questions you may have …… and importantly,
• Implement the recommendations in the Super Advice Document - Investment Choice - simply and easily .. so you can make sure you benefit from the advice provided.

Taking advantage of the Governments contribution to your super

Book a meeting with a GPS Coach to discuss your Superannuation Government Co contribution Statement of Advice document and they will help you with:
• Any questions you may have …… and importantly,
• Implement the recommendations in the Super Government Co contribution Statement of Advice document simply and easily .. so you can make sure you benefit from the advice provided.

Book a telephone meeting with a GPS Coach to discuss general information on your financial topic and they will help you with:
• Any questions you may have,
• Provide you with guidance,
• Assist you to understand your next steps in relation to your financial topic of discussion to help advance your financial situation.

Book a meeting with a GPS Coach to discuss general information on your financial topic and they will help you with:

• Any questions you may have,
• Provide you with guidance,
• Assist you to understand your next steps in relation to your financial topic of discussion to help advance your financial situation.

During this initial onboarding meeting, our GPS Onboarding Specialist will take you through the subscription signup process, help create your accounts for you, detail your subscription inclusions, and ask some questions that will help us ensure your service offerings are activated to get your firm onboarded in a timely manner.

Our GPS Onboarding Specialist will also cover any questions you may have about our accountantsGPS platform and the product and service offerings.

During this initial onboarding meeting, our GPS Onboarding Specialist will take you through the subscription signup process, help create your accounts for you, detail your subscription inclusions, and ask some questions that will help us ensure your service offerings are activated to get your firm onboarded in a timely manner.

Our GPS Onboarding Specialist will also cover any questions you may have about our accountantsGPS and moneyGPS platforms and the product and service offerings.

During this initial onboarding meeting, our GPS Onboarding Specialist will take you through the subscription signup process, help create your accounts for you, detail your subscription inclusions, and ask some questions that will help us ensure your service offerings are activated to get your firm onboarded in a timely manner.

Our GPS Onboarding Specialist will also cover any questions you may have about our accountantsGPS and moneyGPS platforms and the product and service offerings.

During this initial onboarding meeting, our GPS Onboarding Specialist will take you through the subscription signup process, help create your accounts for you, detail your subscription inclusions, and ask some questions that will help us ensure your service offerings are activated to get your firm onboarded in a timely manner.

Our GPS Onboarding Specialist will also cover any questions you may have about our accountantsGPS and moneyGPS platforms and the product and service offerings.

During this initial onboarding meeting, our GPS Onboarding Specialist will take you through the subscription signup process, help create your accounts for you, detail your subscription inclusions, and ask some questions that will help us ensure your service offerings are activated to get your firm onboarded in a timely manner.

Our GPS Onboarding Specialist will also cover any questions you may have about the moneyGPS platform and our product and service offerings.

During this initial onboarding meeting, our GPS Onboarding Specialist will take you through the subscription signup process, help create your accounts for you, detail your subscription inclusions, and ask some questions that will help us ensure your service offerings are activated to get your firm onboarded in a timely manner.

Our GPS Onboarding Specialist will also cover any questions you may have about the moneyGPS platform and our product and service offerings.

During this initial onboarding meeting, our GPS Onboarding Specialist will take you through the subscription signup process, help create your accounts for you, detail your subscription inclusions, and ask some questions that will help us ensure your service offerings are activated to get your firm onboarded in a timely manner.

Our GPS Onboarding Specialist will also cover any questions you may have about the moneyGPS platform and our product and service offerings.

During this initial onboarding meeting, our GPS Onboarding Specialist will take you through the subscription signup process, help create your accounts for you, detail your subscription inclusions, and ask some questions that will help us ensure your service offerings are activated to get your firm onboarded in a timely manner.

Our GPS Onboarding Specialist will also cover any questions you may have about the moneyGPS platform and our product and service offerings.

General discussion meeting - Answer any questions you may have regarding your onboarding or progression onto our moneyGPS or accountantsGPS platforms.

A 30 min meeting with a GPS Coach to help you answer any questions in relation to:

• Operational aspects of the GPS platform offering
• Navigate through the platform
• Referral information to service to your Clients

Please note: For initial onboarding meetings please book at links provided below
moneyGPS: https://moneygps.as.me/?appointmentType=category:MGPS%20Initial%20Onboarding%20Meeting
accountantsGPS: https://moneygps.as.me/?appointmentType=category:AGPS%20Initial%20Onboarding%20