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AFSL 222640 · Global Mutual Funds Pty Ltd

Brief → Match → Pitch

Three steps. The power stays with you the entire time.

STEP 1

You Brief

Describe the service you are looking for in plain language.

Example Brief

“I need a mortgage broker for a first home loan in Sydney. Budget around $800K. Looking for someone who specialises in first-home buyers and can compare multiple lenders.”

One brief. Posted once. That’s all it takes.

Service Area
Mortgage Broker
Goal
First home loan comparison
Timeline
Within 3 months
Budget
~$800,000
Brief posted — providers notified
STEP 2

We Match

Our Intelligence Swarm matches the brief to verified professionals who specialise in the service area selected.

  • Matches based on service area and specialisation
  • Only verified, credentialled providers receive briefs
  • Matching uses general information only — no suitability assessment
  • You stay anonymous until you choose to connect
STEP 3

Receive Pitches

They prepare proposals based on the brief provided. Each proposal includes their approach, pricing, credentials, and reasoning. Our Transparent Box™ uses a scoring framework to help compare proposals and displays the factors considered in the ranking. The scoring may involve judgment and may not capture every relevant factor, so it is designed for general informational purposes only.

  • Proposals include approach, pricing, and credentials
  • Every proposal scored by the Transparent Box™ engine
  • Ranking is transparent — you see the reasoning
  • No obligation to accept any proposal
Proposals Received (3)
#1
Smith & Co Mortgages
First-home specialist, 15 yrs experience
92
TB™ Score
#2
Harbor Finance Group
Multi-lender comparison, low fees
87
TB™ Score
#3
Pacific Lending
Regional specialist, fast approvals
81
TB™ Score

Scores are for general comparison only — not a recommendation.

What Happens Next?

After proposals come in, you are always in control.

Review & Compare

View all proposals side-by-side. See scores, reasoning, pricing, and credentials. Filter by what matters to you.

Connect Directly

Accept a proposal to share contact details. You choose when and how to engage — the provider cannot contact you first.

No Obligation

You are under no obligation to accept any proposal. Decline all if none suit. You can also post a new brief at any time.

Connecting with a provider does not constitute financial advice. Any engagement is between you and the provider directly.

The Old Way Is Broken

Traditional directories make you do all the work. MyMoney® makes the professionals work for you.

The Old Way

High friction, manual, opaque

You search directories and comparison sites

You call 10 different providers

Explain requirements 10 separate times

Opaque fee structures — you never know if it’s competitive

You hope for the best with no transparency

You do all the work. Providers sit back and wait.

THE BETTER WAY

The MyMoney® Way

Reverse marketplace, transparent scoring

Post one brief describing what YOU need

Our Intelligence Swarm helps connect the brief with verified professionals who may offer services in the selected area.

They prepare proposals based on the brief provided

Transparent Box™ scores every proposal with visible reasoning

You compare, choose, and engage — on YOUR terms

Providers may present proposals for consideration, and you may wish to compare the available options, including relevant features, costs, risks and limitations.

AFSL Regulated

Licensed financial services marketplace

Verified Providers

Licence, insurance & credentials checked

Transparent Scoring

Every decision visible — no black boxes

Free for Consumers

Consumers pay nothing to post or receive

General Advice Warning

General advice only — does not take into account your personal objectives, financial situation or needs. Consider whether the information is appropriate before acting on it. Scores shown on this page are illustrative examples for general comparison purposes only and do not constitute a recommendation or statement of suitability. Read our Financial Services Guide.

10 Specialist Verticals

Explore the professional service areas covered by the MyMoney® reverse marketplace.