Accountants face a bright future but on one condition, according to new paper

From

Accounting will be one of the next professions savaged by digital disruption with up to 40 per cent of the work traditionally completed by accountants already being done by cloud-based computer programs and cheap, qualified bookkeepers, according to a confronting new white paper by non-institutionally owned licensee GPS Wealth. According to the Paper’s author Greg […]

continue reading

GPS Wealth’s Moneybowl for Accountants – a comprehensive limited advice solution

From

Leading independently-owned dealer group GPS Wealth has launched a complete software package for accounting firms including a cloud-based version of its popular Statement of Advice (SOA) tool and a range of financial calculators, in a bid to help accountants deliver quality, compliant advice and run more efficient practices. The launch of MoneyBowl for Accountants, which […]

continue reading

GPS Wealth expands regional footprint with 60 new accounting practices

From

Regional accounting practices have flocked to leading independently-owned licensee GPS Wealth in the financial year to June 30, 2016, demonstrating the dealer group’s commitment to supporting advisers and accountants nationally. In the last year, 60 practices including Collins Hume, a five partner practice in Ballina and Byron Bay in New South Wales’ Northern Rivers region […]

continue reading

Accounting and advice firm takes a new path for growth with GPS

From

Former BT Select practice, BCB Financial Planning has joined noninstitutionally-owned dealer group GPS Wealth in a move expected to see the rapidly growing Sydney-based practice strike further referral agreements with accounting firms who specifically want to partner with a non-aligned practice. In May, BCB Financial Planning, affiliated with BCB Accountants and Business Advisors, also entered […]

continue reading

GPS slashes the time, cost for accountants to produce SOAs

From

Non-institutionally owned financial planning and accounting dealer group, GPS Wealth has launched an automated Statement of Advice (SoA) tool, designed to slash the time it takes accountants to produce a range of advice documents by around 80 per cent. The program, which is exclusively available to GPS Wealth’s limited authorised representatives, produces clear, concise and compliant SoAs in […]

continue reading

Digital disruption to hit accountants hard: GPS Wealth

From

Digital disruption is transforming the accounting industry, scaling back the traditional “hackwork” done by practitioners and will ultimately drive an increasing number to get qualified and licensed to provide a broad range of financial services in order to stay relevant and survive, according to Certified Practising Accountant Greg Holman. Holman, co-founder of GPS Wealth, said […]

continue reading

GPS Wealth’s new business acumon

From

 Former Count Financial member firm, Acumon Accountants and Business Advisors is the latest accounting firm to join independently-owned licensee GPS Wealth, citing the dealer group’s strong reputation and innovative client engagement tools as key reasons. Acumon Accountants and Business Advisors, which has 14 staff in two locations in Newcastle, is the 28th business to join […]

continue reading

Instant financial planning: start providing advice in 90 days

From

Accounting firms that want to enhance their client value proposition and lock in a licensing solution ahead of the imminent removal of the accountants’ exemption can establish a professional financial planning business in just three months and be profitable from day one, according to a leading Certified Practicing Accountant. Experienced accountant and co-founder of GPS […]

continue reading

Accountants partner with GPS on licensing journey

From

Thirty accounting practices have joined independently-owned financial planning and accounting group, GPS Wealth in the last 12 months, with more than 70 accountants attending the group’s two-day RG 146 course. GPS Wealth has two licensing offers for accountants: a limited authority and a full authority. A limited authority has been the most popular option to […]

continue reading

GPS Wealth white label speeds to market with HUB24

From

HUB24 and GPS Wealth have launched a new white label platform for the independently owned national licensee, within weeks of agreeing to work together. GPS Wealth’s new platform, branded CAREportfolio, spans super, pension and investments, and provides a complete managed account and wrap offering for all its member firms. GPS Wealth Managing Director, Grahame Evans, […]

continue reading