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
With only one month to go until the end of the financial year, are current adviser numbers on track to report a gain for 2024–25?
A record proportion of women have been appointed to ASX 200 boards in the March quarter, according to the latest Financy Women's Index.
Sydney wealth management firm Altus Financial has appointed a head of risk as the business strengthens its provision of risk advice.
A panel of ESG experts are urging advisers to lean on specialists to stay informed in a time of widespread misinformation and consider if they are right adviser to deal with clients’ ESG concerns.
