Financial Advisers

MoneyBrilliant is closed to new customers and financial advisers.
MoneyBrilliant is still operating for existing financial advisers who use MoneyBrilliant with their clients.

Get the real picture
Get the real picture

We give you a dynamic view of your clients’ complete financial life, including cash flow, savings, investments, debt and superannuation. Gain essential knowledge about your new and existing clients in order to provide them with relevant and valuable advice in real time.

Work together
Work together

You and your clients can collaborate with a single, accurate view of their finances creating stronger relationships. Help your clients set goals and achieve their goals with easy-to-use tools. Check your clients’ progress, to keep them accountable.

Create value
Create value

By using MoneyBrilliants’ innovative technology you can help clients’ with the important basics of money management. Leverage the visibility you have into their finances to create new opportunities to service them better.

Grow your business
Grow your business

MoneyBrilliant can help you grow your business. We can provide you with the tools and technology so you can offer your clients an efficient and effective cash flow management service and help them make better decisions about their money.

Ready to join?

  MoneyBrilliant Partner Access is exclusively available to financial planners, and advisors. Don’t miss out.
Get the MoneyBrilliant advantage today.

Want to know more?

 Our dedicated team are ready to help.
Request more information or call us on 1300 41 40 84 or
02 8014 8611

Partner Resources

Here are a range of guides and resources to help you and your clients with MoneyBrilliant

Join Us Now

Get started with a free account and join a growing community of people looking to live better lives by making better decisions about their money.