Appointment with moneyGPS CEO & Co-Founder, George Haramis
Schedule a 30min meeting with moneyGPS CEO & Co-Founder, George Haramis30 minutes
New Business Meeting: George will provide you with a detailed overview of both digital propositions to ensure you: • Gain a solid understanding of the features & benefits of both digital platforms, • Learn how each platform can be sea ...
Schedule a 30min meeting with moneyGPS Executive Manager, Michael Csavas30 minutes
New Business Meeting: Michael will provide you with a detailed overview of both digital propositions to ensure you: • Gain a solid understanding of the features & benefits of both digital platforms, • Learn how each platform can be se ...
GPS Coach - Check-Up Report Discussions
Retirement Check-Up Report Discussion - With a GPS Coach via Zoom45 minutes
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 ‘Improvem ...
Get Started Session - with a moneyGPS Coach via Zoom45 minutes
Book your meeting with a moneyGPS Coach via Zoom to get started, and they will help you with: • Creating your account, • Provide you with guidance as to how the moneyGPS platform will benefit you, • Answer any questions you may have ab ...
Money Check-Up Report Discussion - With a GPS Coach via Zoom45 minutes
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 ‘Improvem ...
GPS Coach - Concierge Appointment
accountantsGPS Concierge Service via Zoom30 minutes
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 pla ...
moneyGPS Concierge Service via Zoom30 minutes
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. ...
GPS Coach - Reports
Property Report Discussion - With a GPS Coach via Zoom30 minutes @ A$55.00
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 d ...
GPS Coach - SOA
Commence an Account Based Pension Statement of Advice Discussion - With a GPS Coach via Zoom45 minutes @ A$82.50
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 ...
Savings and Investment Statement of Advice Discussion - With a GPS Coach via Zoom45 minutes @ A$82.50
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 que ...
Superannuation Salary Sacrifice Statement of Advice Discussion - With a GPS Coach via Zoom30 minutes @ A$55.00
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 important ...
Superannuation Investment Choice Statement of Advice Discussion - With a GPS Coach via Zoom45 minutes @ A$82.50
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 recommenda ...
Superannuation Government Co contribution Statement of Advice Discussion - With a GPS Coach via Zoom30 minutes @ A$55.00
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 ma ...
GPS Coach - Services Tile Appointment
Talk to an Expert - With a GPS Coach via Zoom30 minutes @ A$55.00
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 relatio ...
GPS Coach - Suitability
General Discussion with a GPS Coach (Telephone)30 minutes
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 relat ...
General Discussion - With a GPS Coach via Zoom30 minutes
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 yo ...
Onboarding Sessions - AGPS Initial Meeting
Initial Onboarding Session - SMSF Select - accountantsGPS - Welcome Aboard45 minutes
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 u ...
Initial Onboarding Session - Professional - accountantsGPS - Welcome Aboard45 minutes
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 u ...
Initial Onboarding Session - Professional with Marketing - accountantsGPS - Welcome Aboard45 minutes
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 u ...
Initial Onboarding Session - Enterprise - accountantsGPS - Welcome Aboard45 minutes
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 u ...
Onboarding Sessions - MGPS Initial Meeting
Initial Onboarding Session - Advice Complete - moneyGPS - Welcome Aboard45 minutes
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 u ...
Initial Onboarding Session - Advice Custom - moneyGPS - Welcome Aboard45 minutes
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 u ...
Initial Onboarding Session - Advice to Go - moneyGPS - Welcome Aboard45 minutes
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 u ...
Initial Onboarding Session - Advice Select - moneyGPS - Welcome Aboard45 minutes
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 u ...
Onboarding Specialist - General Discussion
General Discussion with Lea - GPS Onboarding and Training Specialist via Zoom30 minutes
General discussion meeting - Answer any questions you may have regarding your onboarding or progression onto our moneyGPS or accountantsGPS platforms.
Subscribing Firm Meetings - GPS Coach
Talk to a GPS Coach - via Zoom (For Subscribing Firms)30 minutes
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 i ...