GPS Wealth

At GPS Wealth, we pride ourselves on being the premier destination for progressive financial advisers seeking to create their ideal practice. Our high-touch support model, built on a culture of sharing and collaboration, empowers our advisers to reach their goals and beyond. With a proven client engagement framework, we provide unparalleled support to help our advisers succeed.

Our Services

As a leading financial services licensee, we offer comprehensive services designed to support the growth and development of our advisers. Our services are categorized into 12 key areas:

• Business Growth & Practice Development: We help our advisers achieve their business goals and create their ideal practice.
• Investment Solutions: Our expert investment committee provides guidance and support during times of uncertainty.
• Referral Development: We assist our advisers in engaging with their accounting referral partners.
• Quality Advice Coaching & Support: Our QA team monitors and assists our advisers every step of the way to ensure compliance and Worry-Free business operations.
• Technical Support: Our in-house SMSF and technical specialists provide expert guidance and support.
• Advice Technology Tools & Templates: We offer expert assistance with advice technology, including Xplan, Midwinter, and Enzumo.
• Professional Development & Education: We believe education is a pillar of professionalism, and our training programs keep our advisers up-to-date with industry knowledge.
• Back Office: Our Operations team supports our advisers with day-to-day operations, ensuring efficiency and professionalism.
• Revenue Management: We handle payments and enquiries in a timely and professional manner.
• Peer to Peer Forums: We foster a collaborative culture where our advisers share their experience and knowledge.

Our Mission

Our mission is to support the growth and development of our advisers, empowering them to create their ideal practice. We believe in the importance of education, collaboration, and innovation in achieving success.

Our Values

At GPS Wealth, we value:

• Progressive thinking and innovation
• Collaboration and sharing
• High-touch support and accountability
• Education and professional development
• A culture of excellence and continuous improvement