Case Studies

Case Studies

How to help young professionals reach their goals

Michael Chew, Co-Founder & Director of Orange Wealth Michael’s clients are typically young, professional families. They have higher-than-average incomes but their wealth often comes with big lifestyle goals and expenses. Most know they need to change but not all are ready for it. “They smile – there’s a moment when they twig. They say ‘I didn’t believe it but it seems like it’s working at the moment’ and the next month it gets better and the following month it gets even better.” To read the full case study click here.

Read More
Case Studies

Bringing tailored advice to the mass market using technology

Adele Martin, Money Mentor. Adele Martin, is transforming the advice industry, using technology to scale her business. A multi-award winning Certified Financial Planner, Adele is the founder of Firefly Wealth and The Savings Squad. Adele sat down with us to tell us all about how she has made cashflow and budgeting a fundamental part of her thriving financial planning business. Adele’s practice has generated an extra $20,000 in revenue, while simultaneously creating a strong pipeline of leads that become full planning clients. “When it’s in your face you start to make sure money is directed towards your values. When we’re …

Read More
Case Studies

Building a scalable advice business

Mad About Life Case Study Jodie Douglas, Founder of a relatively young advice practice, ‘Mad About Life’, recently sat down with us to tell us how she has successfully built a thriving practice, by shifting her traditional commission-based risk-insurance business, to an even more profitable and scalable one, using a holistic-based approach. Through applying Moneysoft’s solutions, Jodie has built trust with her clients, providing an even stronger service and value proposition to them– one that keeps her clients engaged and they are willing to pay for. “I don’t think we’ve had any client that’s on Moneysoft leave us. The clients …

Read More
Case Studies

Creating new revenue and client engagement

Dynamic Orange Case Study When it comes to financial advice, people tend consider how much it’s going to cost before they can realise and can appreciate the actual value it may bring to them. Bridging the gap in understanding is a key challenge for many advisers and one that Simon Rayner, a director and financial adviser at Dynamic Orange, has helped his clients with. Since using Moneysoft, he’s seen a vast change not only in his client’s behaviours, but in how efficiently he’s been able to grow and scale his business. “Moneysoft provides the on-going accuracy we need to see the …

Read More
Case Studies

How to Change Lives and Build Client Engagement with Moneysoft

Jackson Millan knows what it’s like to help a client out of insolvency and get back on the path to home ownership. Moneysoft spoke to the Yellow Brick Road Dee Why principal and money coach about the power of budgeting and how he uses it to build a closer relationship with clients. Traditionally financial planning has been focused on investments and products while budgeting has been neglected. But isn’t that how most people get ahead and achieve their goals? I agree. A couple that came to us around a year ago had a problem with some unsecured debt. The wife …

Read More
Case Studies

Meeting growing demand for budgeting and cashflow services

Brava Financial Services recognised that there was a gap in the financial advice market, in terms of providing something of tangible value to their clients that goes beyond having a conversation around a clients spending habits. As client demand for budget and cash flow advice was increasing, Brava implemented Moneysoft to complement their advice offering and saw the benefits of using a cash-as a service solution in their business. Financial Adviser, Adam van der Water, discusses how using Moneysoft has improved their engagement with clients. Financial planning is becoming more holistic. How big a role does overall money management play in this shift? Traditionally, it was directed more from …

Read More