Accounting Practice For Sale in Sydney NSW

Exciting digital advice / investments business. The financial services industry is in poor shape

Have you ever wondered

.... how an investment portfolio might need to change over the years to 'maintain the plan / the goals'?

.... how you would re-balance your investment portfolio as time goes by to best serve your changing lifestyle or any one of life's events?

.... If you could build a foundational life plan,

.... And have you ever wondered if you could do these things yourself, via one dashboard on an app or a computer screen?

1. Goals can be savings targets, retirement plans or other life events

1. Investments can be securities - listed by name - or asset allocation classes, eg 'equities' (shares, ETFs, bonds, Australian or international)

1. Life's events / goals could be marriage, income loss, holidays, inheritances

1. Goals are best 10 years or longer - very long term, eg retirement income**.**

1. Currently has over 40 life-style / life events questions, plus

a. Projection results based on asset allocation - Growth, Conservative, and lifecycle dynamic asset allocation (and recently added inheritance and legacy payments, and annuities)

Next steps, we are seeking investment capital.

1. A$250,000* is required now and to create revenue

1. Within 3 months of funding, we will:

1. Complete links to BGL; initial steps to include individual securities

1. Roll out a Initial Interactive web-site

1. Improve our CX and UX


Future development:

1. Investments to include range of individual securities

1. Full AI capabilities.

1. Inter-generational (extends remaining family wealth to grandchildren)


mSmart is in pre-revenue, scale-up phase: its products will range from basic no fee offers through to prices from $85 to $350 in 'one-off' and annual subscriptions, plus investment management (IMA) ongoing %age based fees.

We have invested slightly over A$1,000,000 (plus R&D Grants) to build the mProjections algorithm, and the existing web site.

Less than $20,000 has gone to payments for the Founders / Directors.

$2,250,000 equity capital amount is estimated to develop its product, marketing and AI needs.

Additional further capital will most likely be required. (.

The business is looking for investors to purchase new shares in the business. To date less than 24M shares have been issued.

This next generation business model is targeted to give new & existing shareholders substantial multiples of the 25c entry share price.
With an ASX listing planned, get in on the ground floor and if you are one of the first $250,000 investors, you will benefit from a 20% discount on the share price.

Customer review "At face value, your new platform seems to be a revolutionary step forward not merely an evolutionary development in the myriad plethora of investment management tools available these days.
Both sophisticated and everyday investors are crying out for simplicity in their interactions with markets, intermediaries, regulators and fiscal authorities. Superannuation, as you are more aware than I, is a particular case in point. If your new platform did no more than de-risk and uncomplicate that nightmare, it would be a boon to mankind.

As far as I can see, your new platform seems to change and shift the paradigm. It presents a holistic platform that connects many of the current discontinuities to allow investors, those who intermediate on their behalf and those who account and regulate the investment process to both make decisions and communicate in a more seamless way to simplify what is an inordinately complex and tortuous process particularly for simpletons like me.

As a potential consumer, will the platform be easy to for me to access, is it customer centric, simple to use, make my life easier, allow me to test hypotheses relevant to my specific investment needs? Is it dynamic capable of adapting to my changing needs?