Financial Planners
Risk Advisers

Powerful software that enables you to easily in a few minutes engage clients, produce strategy papers and SoAs from the GPS Wealth MoneyBowl.

GPS Wealth MoneyBowl

Financial Advisers | Risk Advisers | Accountants

Client Friendly
Cloud Based

Comprehensive Training Solutions Provided

Video Training Library - PDF Training Manual Provided - Online Webinars - Face to Face Workshops nationwide
9am-5pm Support Hotline

What Advisers are saying

“Hi GPS Wealth Team, Just a quick email to congratulate you both on an amazing presentation of the new Moneybowl. We can’t wait to start using it and reaping the rewards and productivity gains. It makes us even more certain and excited about our decision to join GPS. Thanks so much for all your hard work.” Michael Tobin - Brisbane Based Adviser for more than 20 years.

For Accountants

Slash up to 80% of the time
it takes to generate an SoA

In under 8 minutes Paul Pavlic demonstrates the MoneyBowl and how it's efficiencies speed up the SoA production for Accountants. The MoneyBowl is Built for Financial Advisers and Accountants for Financial Advisers and Accountants.

Built with compliance in mind

The MoneyBowl system is designed as both a client engagement and compliance tool. The front and the back end both being completed at the same time.

The MoneyBowl system helps you stay compliant and helps GPS Wealth maintain a strong compliance culture.

Calculators based on the Game of Money Philosophy, created by GPS Wealth