Fiduciary Financial Group Pty Ltd

What Fiduciary Financial Group Pty Ltd does

Fiduciary Financial Group Pty Ltd is an Australian-headquartered, privately held fintech company that operates the MoneyGPS platform, accessible via the moneygpsprofessional.com.au web property. The company provides digital personal financial advice and Self-Managed Superannuation Fund (SMSF) services, positioning itself around the delivery of 'affordable' guidance for the mass-market Australian consumer segment that is typically underserved by traditional full-service advisory firms. The 'professional' designation in the primary domain suggests the platform also extends to financial advisers, either through a separate B2B product tier or as a distribution channel for advice practices. The SMSF capability indicates a focus on the Australian self-managed superannuation segment, which is a substantial and regulated retirement savings category.\n\nUnderlying technical architecture, product catalogue, pricing mechanics, revenue model, ownership structure, and management team are not disclosed in the available source material. The company's primary web property returned only a loading/verification page during data collection, and structured firmographic fields — including headcount, funding history, customer composition, and technology stack — were not populated. Consequently, the company's technology approach, go-to-market motion, customer acquisition channels, and unit economics cannot be characterised with confidence from the supplied evidence, and most investment-relevant dimensions are documented here as gaps rather than assertions.

Name

Fiduciary Financial Group Pty Ltd

Website

https://moneygpsprofessional.com.au

Company type

Private

Operating status

Operating

Short description

Fiduciary Financial Group Pty Ltd operates the MoneyGPS platform, an Australian fintech providing affordable digital personal financial advice and Self-Managed Superannuation Fund (SMSF) services to Australian consumers and financial advisers.

Ownership category

akta.pro rank

Product category

Financial Advisory Software

NAICS

Funds, Trusts, and Other Financial Vehicles (525)

SIC

Finance Services (6199)

akta.pro primary industry

Expense Tracking & Financial Dashboards (FSAGADAB)

akta.pro secondary industry

Net Worth & Personal Balance Sheet Tracking (FSAGADAF)

Keywords

• Financial advisory platforms
• SMSF administration software
• Digital financial advice
• Wealth management technology
• Fintech advisory tools

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations, Marketing or Sales

Core offering

Fiduciary Financial Group Pty Ltd operates fintech platforms that deliver affordable digital personal financial advice and Self-Managed Superannuation Fund (SMSF) services. The platforms are accessed through moneygpsprofessional.com.au and are positioned for the Australian financial advisory market, enabling personal financial advice workflows and SMSF administration in a digital format.

Differentiator

Problem solved

Functional benefit

Products and services

• Digital Personal Financial Advice Platform
• SMSF Services Platform

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves3 records

Expansion highlights2 records

Direct peers

• BGL Corporate Solutions: BGL provides SMSF administration and compliance software (Simple Fund 360, CAS 360) widely used by Australian accountants and advisers. It is the most direct comparable to Fiduciary Financial Group's SMSF service line and similar adviser-facing tooling.
• Class Super: Class Super (now part of Class Ltd / Hub24) provides cloud-based SMSF administration software for accountants, advisers, and trustees. It directly overlaps with the SMSF services component of Fiduciary Financial Group's offering.
• Frollo: Frollo is an Australian open-banking personal finance management platform used by banks, fintechs, and employers for budgeting, expense tracking, and financial wellness. It is closely comparable to the PFM/dashboard layer implied by Money GPS Professional.
• MoneyBrilliant: MoneyBrilliant is an Australian personal finance management platform offering budgeting, spending insights, and financial guidance tools. It competes in the same consumer PFM category targeted by Fiduciary Financial Group.
• Midwinter Financial Services: Midwinter provides financial advice technology and analytics tools used by Australian advisers and dealer groups for modelling, scenarios, and client engagement. It is directly comparable to the adviser-facing 'Professional' tooling positioning of Money GPS Professional.

Broad incumbents

• Raiz Invest: Raiz is an ASX-listed Australian micro-investing and savings app targeting mass-market consumers with simple, affordable digital financial tools. It overlaps with the 'affordable digital personal financial advice' positioning but extends into investing.
• Xero: Xero is a dominant Australian cloud accounting platform used by accountants and small businesses, increasingly extending into advisory and superannuation workflows via Xero Practice Manager and integrations. It represents a broad incumbent that could absorb or replicate PFM and SMSF tooling.
• Hub24: Hub24 is a major Australian wealth management and SMSF administration platform following its acquisition of Class. It is a broad incumbent serving advisers and SMSF trustees with comprehensive tooling comparable to Fiduciary Financial Group's offering.

Emerging players

• Capdesk (Australia) / Ignition: Ignition is an Australian SaaS platform for accountants and advisers to automate engagement, billing, and client workflows. While not a PFM product directly, it overlaps in serving the same adviser/accountant channel that Fiduciary Financial Group targets.
• Grow Super: Grow Super is an Australian digital superannuation and SMSF platform offering low-cost, tech-enabled super and SMSF solutions. It is an emerging player in the same affordable digital advice and SMSF niche.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fiduciary Financial Group Pty Ltd