financial planning

Sep
06

Centrepoint signs deal with Moneysoft

Centrepoint Alliance has announced a partnership with fintech Moneysoft as part of the company’s goal to deliver a full-service money management and cash flow platform. Centrepoint’s new platform is expected to give advisers a deeper understanding of the financial situation of their clients while enhancing adviser-client relationships. According to Eoin McDonnell, head of technology delivery […]

By Reposted by Australian FinTech | FinTech
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Sep
04

Picturewealth app that lets you take a ‘welfie’ pic of your finances raises $1.2m

A Perth start-up that claims to offer a snapshot of your finances – dubbed a “welfie” – has raised $1.2 million, led by the financial planning group that will distribute its app first. The funding for PictureWealth shows the excitement around personal budgeting fintechs created by the likes of Acorns and Pocketbook – both of […]

By Reposted by Australian FinTech | FinTech . Investing . Venture Capital
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Sep
01

Ignition Wealth launches Ignition Priority One Assist to support XPLAN solutions

Ignition Wealth’s XPLAN consultancy team offer Australian advice practices a full range of consultancy and customisation options, either under a bespoke arrangement or through our Managed Services packages, Core, Pro and Ignition Next. From September 1, the XPLAN Consultancy Team will also offer the Ignition Priority One Assist Service. “If your practice is using XPLAN […]

By Australian FinTech | FinTech
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Aug
30

APP Securities and Ignition Wealth announce partnership to provide digital advice

APP Securities and fintech Ignition Wealth have today announced a new partnership to provide digital financial advice to APP Securities’ clients. APP Securities is an Australian stockbroking and investment banking firm, which offers a wide range of investment products, as well as a comprehensive suite of financial services spanning Corporate Finance and Advisory, Institutional Sales […]

By Australian FinTech | FinTech . Robo-Advice
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Aug
30

Australia’s CommBank arms combine to launch robo-advice service

Two units of Australia’s largest bank have teamed up to launch a ‘robo-for-adviser’ portal aimed at financial advisers servicing high net worth clients. CommSec Adviser Services, the adviser support arm of the Commonwealth Bank of Australia (CBA / CommBank), and Colonial First State, part of the CBA’s global asset management business, will jointly provide the […]

By Reposted by Australian FinTech | Banking . FinTech . Investing . Robo-Advice
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Aug
17

Retirement fintech makes senior appointment

A financial advice start-up founded by former Challenger executive Paul Rogan has appointed a chief customer officer. Joining Retirement Essentials in the new role is Antoinette Tyrrell. She joins a growing team to lead the ‘direct to consumer’ marketing strategy including brand building, designing the member experience and being responsible for the customer growth plan. […]

By Reposted by Australian FinTech | FinTech
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Aug
10

Fintech announces plans for expansion

Fintech firm Intiger Group Limited has announced the appointment of a non-executive director as well as plans for business expansion that will include new acquisitions. In a statement yesterday, Intiger announced the appointment of Tony Chong to the position of non-executive director. Mr Chong is the lead partner at corporate law firm Lavan’s Corporate Services […]

By Reposted by Australian FinTech | FinTech . Robo-Advice
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Aug
08

Fear and loathing from Silicon Valley

By Jacqui Henderson, Founder & CEO – Advice Intelligence An all-pervasive feature of modern life is the speed of technological change, and of our collective capacity to adapt to the multiple impacts of change. It is natural to question the benefits: does the constant challenge to keep up and adapt simplify my life or make […]

By Australian FinTech | FinTech . Robo-Advice
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