Moneysoft partners with Mortgage Choice
Mortgage Choice is honing in on accessibility to transparent advice by launching a new financial planning tool in conjunction with Australian fintech firm, Moneysoft.
Mortgage Choice Financial Planning would offer the tool, MoneyTrack, as part of its cash flow coaching service to assist its advisers with the provision of affordable and transparent advice.
“[It] will provide a robust basis for the advice we currently provide to help manage their cash flow,” Mortgage Choice Financial Planning general manager, Tania Milnes said.
“It gives clients an easy to understand tool that provides a clear picture of their spending and saving habits and helps steer the conversation around achieving their financial goals.”
The partnership would also provide potential for Moneysoft to support any further automation of processes and systems required in the Mortgage Choice Financial Planning system.
AUTHOR
Hope William-Smith
Recommended for you
While the number of advisers switching tends to tick up at the end of the year, Padua Wealth Data reveals which business model sees the most adviser loyalty.
Private credit, auditor misconduct and super trustees have been listed among ASIC’s priorities as the regulator unveils its top focus points for the coming year.
Melbourne-based investment manager Woodbridge Capital has appointed an origination director for south-east Queensland, strengthening its foothold in the region as part of its national expansion strategy.
Barings has appointed a new head of Asia Pacific to succeed Duncan Robertson, who will retire after almost two decades with the firm.
