Moneysoft has partnered with Mortgage Choice to produce a financial planning tool for its network of advisers through its cashflow coaching service.
Perth fintech startup Future Penny has today announced its first partnership with leading Australian and New Zealand employee benefits company Super-Advice. The newly formed relationship will help improve financial literacy for people in the ANZ region.
From the first budget apps to apps helping users build solid investment portfolio, fintech startups have done a lot to make financial planning and investing accessible to a wider audience that may not necessarily have the means to engage professionals to handle their money. However, many of these services, like traditional financial planners, link advice to associated financial products, taking a commission.
Sydney startup ProAdviser aims to slash the hefty price of financial advice with an online fund manager and investment adviser. The online platform manages all the trades, investment, and administration for the client.