Our Clients
Our clients include some of Australia’s most prominent financial planning groups

Our strategic alignment with each of our clients ensures we work together to deliver unique solutions designed specifically to meet their individual needs. MoneyOne has developed strong relationships with each client and provides tailored solutions to meet their organisational needs. Our platforms are flexible and scalable to cater for our client base. With our dedicated commitment to quality, MoneyOne is able to provide high levels of product and service solutions.

Avenue Capital Management Ltd
Avenue is based in NSW and has in excess of $1.2B of funds under advice. The core philosophies of respect, honesty, integrity and professionalism combine to provide quality advice to a broad range of clients. The administration services provided by MoneyOne play a key role in assisting Avenue to deliver their tailored portfolio management solutions.

Dominion Equity Ltd
Dominion Equity Limited provides the full range of support services to over 120 Advisers located throughout Australia, operating under a number of different AFS Licences. These Advisers are responsible for in excess of $1B of funds under advice. Working closely with MoneyOne, Dominion is committed to providing product and service solutions that meet the future needs of investors and their Advisers, as well as maintaining standards at the leading edge of the financial services industry.

Matrix Planning Solutions
Matrix is an Australian Financial Services Licensee with more than 70 Financial Planners nationwide and in excess of $1B of funds under advice. Working together with MoneyOne, Matrix prides itself on delivering the best available product and service solutions to meet the needs of its client base.

Mentor Investment Services
The Mentor brand was developed for Professional Investment Services, Australia's largest non institutionally aligned securities dealer with in excess of $10B of funds under advice. Working in a close collaborative relationship with MoneyOne, Mentor Investment Services offers first class personalised services in financial planning, wealth creation and wealth preservation strategies.

Portfoliofocus
Portfoliofocus was developed for Infocus Money Management, a recognised leader in the financial planning profession in Australia.

Mariner Retirement Solutions
Mariner Retirement Solutions Limited (ASX: MRT) is a wholly owned subsidiary of Mariner Financial Limited (ASX: MFI). Mariner Retirement Solutions focuses specifically on designing products that offer long-term, predictable, tax-effective retirement income streams.

Strategy Portfolio Limited
Strategy Portfolio Limited is associated with Australian Financial Services Limited (AFS), a holder of Australian Financial Service Licence No. 259 586 with over 130 Financial Advisers and $2.5B of funds under advice. Strategy, together with MoneyOne, is committed to delivering high quality and professional product and service solutions to their customers.

Wealthtrac Pty Ltd
Wealthtrac is a group of co-operative independent Dealers with over $295M of funds under advice. MoneyOne supports Wealthtrac Dealers in offering product and service solutions to facilitate efficient customer management.