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 & investing
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Build stronger relationships with data-driven conversations demonstrating 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 need, risk tolerance, and risk capacity into a comprehensive profile that aligns with their investment goals.
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Balance behavioural psychology with risk need & risk capacity for a more robust assessment
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Leverage proven, research-backed methodologies that 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
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
Validated on 380,579+ research participants across the globe.
Our Team
Passionate. Dedicated. Thought leaders.
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Insights about MoneyMinds
Interesting insights. Learn more.
