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Unlock your client's
money & risk behaviours.

Conversation starter.
Deepen relationships.
Academically tested.

MoneyMind Profile is an engaging conversation starter that helps you understand your clients & prospects upfront.

Knowing how your clients think and feel about money & risk demonstrates how deeply you care about them.

Our profiling software is backed by the latest in academic research - tested for validity and reliability.

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Product

Designed for.

Financial Advisers

 

MoneyMind Profile is a software tool that enables wealth professionals to gather a robust assessment of their client's unique money beliefs, values, behaviours, and risk attitude.

 

Our profile report offers insights that help guide advisers in understanding the various dimensions of their clients.

Superannuation & Investment Funds

MoneyMind Profile provides funds with a custom, white-labeled behaviour & risk profiling solution designed for their members.

 

Our custom questionnaire can be embedded within a digital advice journey or used as a hybrid tool for an adviser team.

How it works.

For advisers.
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Send a MoneyMind Profile questionnaire to any client or prospect from your dashboard.

(It only takes 3-7 minutes to complete & submit)

Clients instantly receive their MoneyMind Profile report, providing valuable personal insights into their money behaviours & risk attitude.

Advisers instantly receive a detailed guide that helps prompt powerful personalised

conversations with prospects and clients.

Sample Reports
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Plans & Pricing.

Adviser

$99 *per month/user

 

Unlimited client profiles.

Perfect for financial advisers or admin support users

About Us.

WHY

We’re all wired differently - our beliefs, values and emotions make up our individual blueprint which drives our money relationships.

VISION

We believe the key to client success is through unlocking a deeper understanding of their unique money psychology. 

TECHNOLOGY

Our profiling technology provides a simplistic customer experience designed for advisers and their clients.

Our Founders.

Passionate. Dedicated. Thought leaders.

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Demo

Take off with a Demo.

Thank you for getting in touch!

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