DIRECT INSIGHTS INTO IMPACT
Know your clients before they walk through the door.
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Gain deep behavioural insights into how clients think and feel about money
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Build stronger relationships with data-driven conversations that demonstrate emotional intelligence
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Deliver human-first financial guidance that resonates
'MoneyMind makes it easy to understand my clients and prospects - a brilliant tool that is part of my advice process.'
Wayne Lear, Financial Adviser
CONVERT PROSPECTS INTO CLIENTS
Turn first meetings into long-term relationships.
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Engage prospects instantly with insights that create meaningful discussions
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Fast-track client onboarding by understanding financial attitudes upfront
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Use real data to build trust and deliver advice that connects
'MoneyMind helps me build trust from the first meeting, it has become a key tool for driving engagement and conversions .'
John Stallman, Financial Adviser
ALIGN RISK TO INVESTING
A new lens on risk profiling.
Risk is not just about numbers, it’s about mindset. MoneyMind maps a client’s psychological traits, risk tolerance, and risk capacity into a comprehensive profile that aligns with their investment goals.
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Balance financial psychology with risk capacity for a more robust assessment
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Leverage proven, research-backed methodologies to enhance client engagement
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Seamlessly integrate risk profiles with portfolio asset allocations
'MoneyMind provides me with a much more comprehensive way of profiling my client's psychology around risk and investing.'
Dr Ben Neilson, Financial Adviser
Validated on 380,579+ research participants across the globe.
Be your own Chief Behavioural Officer
Designed for wealth professionals who want to understand the psychology of their client's financial life.
MoneyMind works in 3 simple steps.
02. Client completes & submits
Questionnaire (takes 3-7 minutes)
03. Adviser & Client receives their own MoneyMind Dashboard
& PDF Report
01. Send Client MoneyMind
Questionnaire from Dashboard
Our Founders
Passionate. Dedicated. Thought leaders.
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Insights about MoneyMinds
Interesting insights. Learn more.
