Customer Stories

All Stories

View all of our customer success stories below.

"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."

Read full case study
Michael Chew

Co-Founder & Director of Orange Wealth

"When it's in your face you start to make sure money is directed towards your values. When we're on autopilot that doesn't happen."

Read full case study
Adele Martin Firefly Wealth 300x293
Adele Martin

Money Mentor

“Our clients far and away find Moneysoft the most engaging piece of the advice process. When we start showing them how it works, they sit forward in their chairs and their ears prick up.”

Read full case study
David Titan
David McLean

Founder and Director Titan Financial Planning

"I don’t think we’ve had any client that’s on Moneysoft leave us. The clients that have left us have been the risk only clients – they’re not really engaged."

Read full case study
Jodie 2 150x150
Jodie Douglas

Founder at Mad About Life

“We plan to strip out the cashflow business from our existing business into a separate business – there’s a huge market for us to tap into there.”

Read full case study
Jacques 6a
Jacques Hugo

Jacques Hugo, Managing Director, Luda Financial

"Moneysoft provides the on-going accuracy we need to see the way clients are behaving by collating and analysing all of their accounts and investments in real time."

Read full case study
Simon Rayner crop 150x150
Simon Rayner

Director of Dynamic Orange

"It’s shifted long term client relationships… Now we are working together, more closely, seeing the same things and they hear from me much more frequently because I have something tangible.”

Read full case study
Jonathon Mannion CFP®

Sandringham Wealth

"What Moneysoft allows us to do is increase and deepen our client engagement."

Read full case study
Jackson Millan Blog image 683x1024
Jackson Millan

Principal at Yellow Brick Road