Australian advisory firm Positive Real Estate has signed a long-term partnership agreement to provide Monefly’s Membership services to both their Property Investment Advisors and their property investment focused clients.
Positive Real Estate Founder Jason Whitton said “One of the biggest challenges our clients face is getting all of their financial information into one place and then keeping it up to date. It can be a tedious task that can take hours to do. Without current financial information, helping clients set goals for building a property portfolio is almost impossible, as you can’t work out where you are going, unless you know your starting point.
“Our clients are time-poor, busy people, so when I discovered our clients could set Monefly up in just a few minutes and then securely share it with their trusted professionals, I saw the potential to save our clients a lot of time. With data that’s automatically updated and includes property value estimates, share prices, credit scores, cash, debt and mortgage balances, it has got the potential to be really powerful when it releases in mid-2017.”
Monefly Managing Director, David Hows added “Having Positive Real Estate onboard as a partner months before we are ready to release, is a great endorsement that we are on the right track with our product strategy and website. Positive Real Estate have a lot of expertise in property investment, coaching and finance, so getting early feedback from their Property Investment Advisors and property investment focused clients is going to help us refine and perfect the user experience.
“Joining forces with our early sponsors, such as Positive Real Estate, also means we can deliver on our goal of keeping Monefly free for Personal Members. Our sponsors will help fund the cost of our data licensing, which we expect to rise rapidly to more than $1 million per year as Monefly grows.”
Monefly is a Fintech platform that provides personal membership tools that enable financial health and wealth to be easily understood, managed and continuously improved, in collaboration with professional advisors. Monefly is an independent website focused on providing tools and resources that help empower its members to grow income, reduce expenses, build assets, eliminate debt and project themselves. Monefly is free for Personal Members to use. Its Advisor Members can also use Monefly free or have the option to upgrade and pay $50 – $178 per month (+GST) to add additional professional subscription features and tools to their membership.
Find out more at www.monefly.com.
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About Positive Real Estate
Positive Real Estate is a professional services company that offers property investors advice, education and strategies with the mission to enable them to build their wealth through property. The Positive team has a long and successful history in helping people realise their investment and financial goals. Starting out over 15 years ago, the team now consists of over 70 people across Australia and New Zealand. Positive Real Estate has won many awards for excellence within is various services and is an Investor’s choice Winner for property education. They believe property is a long-term investment with many market highs and lows, and only a long-term strategic approach can provide a path to the financial success that we all want for ourselves and our families.
Find out more at: www.positiverealestate.com.au