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11/12/2024

2024 is the year that digital advice became mainstream

End-of-Year Insights by George Haramis

Read more >> https://accountantsgps.com.au/2024/12/09/2024-is-the-year-that-digital-advice-became-mainstream/

20/11/2024

Listen to the latest moneyGPS Podcast -

"Scale Your Business By Growing Your Referral Partner Network"

Learn how one AFSL is working with moneyGPS to deliver affordable personal advice but also to scale its traditional business by growing its referral partner network.

Listen here - https://open.spotify.com/episode/2VyY6zB0Bb1ca48VCkCm1v

11/11/2024

Proud to be part of the recent webinar - "How Technology Delivers a Complete Financial Services Solution to the Accounting Profession."

In this session, moneyGPS CEO and Co-Founder George Haramis and David Smith explored how accounting practices can use digital advice technology to offer personal financial and SMSF guidance—no AFSL required. They discussed how technology, combined with human insight, enables accountants to lead in this space and meet evolving client needs.

🎬 Watch now to see how digital solutions can enhance client retention, provide strategic advice, and strengthen your practice’s bottom line:

https://smithink.com/recording/how-technology-delivers-a-complete-financial-services-solution-to-the-accounting-profession

07/11/2024

"How can Digital Advice be used to engage with more clients"

Insights by George Haramis - https://accountantsgps.com.au/2024/11/01/how-digital-advice-can-be-used-to-engage-with-more-clients/

21/10/2024

Join CEO & Co-Founder George Haramis and Head of Product, Aaron Williamson, for a 45-minute webinar on Wednesday 30th October 2024.

This webinar includes:

- A brief overview and demonstration of moneyGPS.

- Dedicated Q&A time to answer your queries.

- An exclusive offer to get you started.

Reserve your spot now - https://www.eventbrite.com.au/e/1022296064047?aff=oddtdtcreator

26/09/2024

Listen now to our Podcast: moneyGPS and The Institute of Financial Professionals Australia (IFPA)

George Haramis, CEO of moneyGPS, and Pippa McKee, CEO of IFPA, discuss their partnership and why accounting practices should embrace digital advice as a core offering for their clients and as a new commercial opportunity.

Listen here - https://podcasters.spotify.com/pod/show/moneygps/episodes/moneyGPS-and-the-Institute-of-Financial-Professionals-Australia-IFPA-e2o10es/a-abgtedp

17/09/2024

Honoured to be part of Ensombl's AdviceTech Podcast.

Our CEO and Co-Founder George Haramis spoke to Patrick Gardner about moneyGPS' digital advice platform, its origins, features, benefits for financial advisors and clients, future development plans and expanding its reach both domestically and internationally.

Listen now - https://ensombl.com/podcasts/advicetech100/

12/09/2024

Accountants are among the most trusted professionals globally. Numerous surveys, research, and studies consistently confirm this. Therefore, it makes sense that accounting clients look to their accountants for solutions that can help them improve their overall financial position.

Read the latest Smithink Insights - https://smithink.com/2024/09/06/accountants-should-be-key-providers-of-financial-advice/

11/09/2024

We are very proud to announce our strategic partnership with Institute of Financial Professionals Australia.

More about this collaboration in our Media Release:

https://accountantsgps.com.au/2024/09/10/revolutionising-financial-advice-the-institute-of-financial-professionals-australia-ifpa-and-moneygps-join-forces/

26/08/2024

Join CEO & Co-Founder George Haramis and Head of Product, Aaron Williamson, for a 45-minute webinar on Wednesday.

This webinar includes:

- A brief overview and demonstration of moneyGPS.

- Dedicated Q&A time to answer your queries.

- An exclusive offer to get you started.

Reserve your spot now!

https://www.eventbrite.com.au/e/927644167677?aff=oddtdtcreator

26/06/2024

moneyGPS Podcast: moneyGPS in Practice with Lifestyle Asset Management

CEO George Haramis chats with Luke Borthwick, Group General Manager at Asset Management (LAM) about the experience of rolling moneyGPS out to their network.

Listen now - https://open.spotify.com/episode/0HWAGy0WtQ7PkabQLqOZrs?

24/06/2024

In a special report titled 'The Future of Advice' published by the Australian Financial Review, it was very clear that the pace of change within the advice industry is taking place at a rapid rate.

Read the insights by George Haramis in "The Winds of (Digital) Change stop for No-one"

https://accountantsgps.com.au/2024/05/28/the-winds-of-digital-change-stop-for-no-one/

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