Search Results | Showing 31 - 40 of 68 results for "GPS" |
| | | ... officially launched. Co-founders Josh Golombick and Greg Einfeld said Plenty Wealth provides a financial roadmap and acts like a "GPS service" in terms of financial goals, covering automated advice from budgeting and cash flows, to insurance, property ... |
| | | | ... personal choice and different for every customer - some will just look for step counting and reliable sleep tracking, others want GPS for running, advanced resting heart rate data and more," MLC chief customer officer, retail advised insurance, Melissa ... |
| | | | ... in the power of established gatekeepers," the report said. The fastest-growing of these non-insto groups are Merit Wealth, GPS Wealth (recently acquired by Easton Investments), Dover Financial, Interprac, Capstone, Akambo, Synchron, Politis, Unison Wealth ... |
| | | | ... more disciplined in its investment approach, and adding more value to the client relationship, according to its co-founder. GPS Wealth principal adviser and co-founder, Rob McGregor, who will present at tomorrow's Best Practice Forum on Managed Accounts ... |
| | | | ... Best Doctors also helps customers identify a specialist in their local area or submit medical questions online to a panel of GPs. Customers and their families can obtain medical advice over the phone and they can use the service without making a claim ... |
| | | | ... DomaCom after clients successfully purchased two properties in Victoria and Queensland via HUB24. A crowdfunding campaign by GPS Wealth clients saw DomaCom complete its first fractional property acquisition on the HUB24 platform. It signifies yet another ... |
| | | | ... wealth firm Easton Investments is in talks to acquire a financial planning network with $1.7 billion in funds under advice. GPS Wealth, established in 2012, operates 82 practices with 123 advisers and 182 accountants throughout Australia. According to ... |
| | | | Independently owned dealer group GPS Wealth has launched a limited advice software package for accountants. Following the release of MoneyBowl for Advisers in July, MoneyBowl for Accountants features an automated personal financial management (PFM) ... |
| | | | ... developing technology and systems to allow advice "to be delivered more efficiently." The adviser support website includes AMP's GPS Navigator, an online tool to help financial advisers match a client's goals and circumstances with product features. ... |
| | | | ... Financial Services (HMFS), established in 2003 and based in Noosaville, is owned by Rob McGregor, founder and director of GPS Wealth - which provides licensee services to the practice. The firm targets accumulators and retirees aged 35 to 50. Planner ... |
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