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 on autopilot that doesn't happen.”
Qualifying the value of a financial coaching service
Advisers who can help wealth accumulators and retirees manage their spending and cashflow will be able to demonstrate their value and justify their fees year-in and year-out, Peter Malekas writes.Read more
Moneysoft enters new partnership with Mortgage Choice
April 11th, 2017: Moneysoft’s advice technology will power a new Mortgage Choice Financial Planning tool aimed at bolstering clients’ money management skills and helping them reach their financial goals.Read more
Moneysoft expands footprint with Investfit and Xeppo integrations
Moneysoft has struck new deals to integrate its cashflow as a service solution with goals-based advice software Investfit and software data connector Xeppo.Read more
Moneysoft and IRESS XPLAN deliver a powerful combination
Curbing regulatory changeMaintaining and adhering to the regulatory compliance standards in Australia, means that Financial advisers face new challenges to deliver a quality service offering.Read more
Pay for technology but make sure it pays off for you
Moneysoft founder Peter Malekas believes in technology. He also believes technology vendors should pay their own way.Read more
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.Read more
With trust levels plummeting, it's time to get personal
Tackling the trust issue is one of the greatest challenges currently facing our industry.Read more
Innovative benchmarking for advisers and clients
As part of the standard offering, Moneysoft includes free access to a benchmarking and reporting tool giving Advisers unique insights into the spending habits of their clients and the ability...Read more
How to help young professionals reach their goals
Michael Chew, Co-Founder & Director of Orange Wealth Michael's clients are typically young, professional families.Read more