MoneyBrilliant

How it works

MoneyBrilliant provides the tools to help you make better decisions about your money. Being able to see all your money in one place allows you to easily get a complete view of your money and understand where you are financially. Get a comprehensive view of your financial situation by connecting your bank accounts, credit cards, loans, mortgages, and superannuation. Set your Money Priorities, detect bills and set bill reminders, create customised budgets and predictive tax deductions. Keep track of your progress with customised reporting and receive insights for better money management.

Category

• General Information
• Budgeting
• Managing Cashflow
• Borrowing
• Saving
• Tax Planning

Type of help

• DIY Tool

Where can I get this?

Online
App Store

Are there any other availability restrictions?

Services Offered

Will I learn what type of risk taker I am?

Yes

Will it produce a financial plan?

No

What types of investments are available?

Not Applicable

How many investment portfolio options are available?

Where can I invest?

• Not Applicable

Who manages my investments?

Not Applicable

In whose name are investments held?

Not Applicable

Is there professional research available on the investment options?

Not Applicable

Will it allow me to trade automatically?

Not Applicable

Will it automatically rebalance my portfolio?

Not Applicable

Will it provide reports on my investment performance?

Not Applicable

Cash management account

Not Applicable

Automated alerts and updates

Yes

Can I access other professional help through this service?

• No

On which platform can I use this?

• Computer
• Tablet
• Smartphone

Account opening & closing

How do I create an account?

Online

Account opening speed

• 5 minutes

Will it capture my personal financial information automatically?

Yes

Will I be asked questions about my situation?

Complex (> 5 questions)

How fast can I get my invested money back?

Not Applicable

Who it's for

Accessable by

Myself

Life stage

• Starting Out
• Mid-Career
• Established
• Retiring
• Winding Down

Type of customer

• Consumer

Advice stage

Define Where I Need Help
Define My Goals & Objectives
Assess My Financial Situation
Review My Progress
Multiple Stages

What is the minimum amount I have to invest?

Not Applicable

What is the minimum amount I have to be earning?

Not Applicable

Customer service & support

Is there general financial education information provided?

Yes

Customer support

• Email

Who do I complain to as a last resort?

• Not Applicable

What it costs

Fee structure

• Free Service
• Subscription

Minimum contract period

1 month

Free Trial

1 Month

Payment method

• Credit Card

Is it legitimate & secure

Trading name

MoneyBrilliant Pty Ltd

Who owns the company

AMP New Ventures Pty Limited

Who runs the business

• Peter Lalor

Date founded

2011

Number of staff

10-20

Security & Regulatory Compliance

Will it verify my identity?

Online

Will it send me a confirmation security number to sign-up?

No

Are my records destroyed when I leave?

Unknown

Is there detailed documentation about the product?

Not Applicable

What company holds the financial license?

Not Applicable

Financial Services Guide?

Not Applicable

Contact Information

Website

Visit website

Email

Send email

Phone Number

02 8014 8611

Address

PO Box 640 Darlinghurst 1300

Social Media