Moneysoft is an automated cloud-based financial management platform, enabling advisers and their clients to collaborate in the area of cashflow, budgeting and savings.
Watch the short 90-second video explaining how Moneysoft works for a client.
Special Offer For AIA Advisers
Register now for a Moneysoft account and receive your special AIA 20% discount offer.
As an affiliated AIA adviser or planning practice, if you register through the registration button below, Moneysoft will offer a free 30 days trial plus a special one-off 20% discount on your first quarterly invoice. That's a minimum saving of $120 on a standard Moneysoft plan. For the details on this offer, see the Moneysoft guide.
Or alternatively, speak to your AIA CDM for more information. You can also call Moneysoft on 1300 850 878 or visit www.Moneysoft.com.au to find out more about our service.
Terms and conditions: *This special offer is only applicable for all AIA affiliated advisers and anyone new to Moneysoft only. IT is not applicable to existing Moneysoft account holders. The 20% off is applicable to a basic plan and all plans above that and will be calculated off the first invoice once you have moved from a free trial to a paid plan.
The Life Explorer Adviser Program (LEAP) from Global Advice Training gives you the tools to understand a client’s life journey, and how to engage them in the importance of financial advice.
The program is accredited with CPD hours from the FPA of Australia. Watch tutorials, get started on some modules and earn CPD points. Visit the LEAP website to find out more.
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