The AstuteWheel Toolset of over 30 tools
and modeling calculators helps Financial Advisers :

  • Gather key information from prospects and clients prior to meetings (efficiency).
  • Better prepare for meetings so the real value of advice is shown early on (control).
  • Simplifiy the complex and explain what financial planning is in plain English (education).
  • Model options live to visually illustrate how particular strategies would benefit them (value).
  • Price your fee-for-advice (sales).
  • Produce comprehensive file notes and save time on para-planner briefings (compliance).
  • Promote their services to gain new prospects (marketing).
  • It’s really engaging for my clients and helps them understand exactly what we can do for them, and the best part is, it’s twice as efficient for my business.

      (Matt Leech, Financial Adviser, PSK Financial Services, Sydney, NSW)
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  • The insurance calculator has been an excellent tool working with clients - a huge improvement on the ‘back of the envelope’ calculation the client had experienced with a previous adviser.

      (Robert Reid, Financial Planner, RK Financial Planning, Sydney, NSW)
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  • Excellent tool for adviser value proposition and client engagement. Best risk calculator I have seen in 20 years in the business.

      (Peter Audet, Director, Varria, West End, QLD)
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  • I found the Risk Calculator to be highly intuitive and the client will ultimately end up with more significant cover by moving through this
    process.

      (Murray Bennett, Director, Warren Saunders Life & Superannuation, Hurstville, NSW)
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  • I received responses from 30 prospective new clients. Of the 26 that I met with I would estimate that for at least 10 - 15 there is further work.

      (Ben Mitchell, Client Advice, Priority Planners, Sydney, NSW)
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  • I met with a local solicitor for the first time and I took her through the Astute Client Engagement platform to show her our methodology when meeting a new client. She confirmed she would be referring every client to me.

      (Paul Birch, BFT Group, Erina, NSW)
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  • There is no doubt that the only way to really see how powerful the software to be is to take it for a test drive. I can truly say that it has reopened my eyes to the ways we can make a difference to clients lives by taking on a combination of strategies simultaneously.

      (Peter Audet, Managing Director, Varria)
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Advice Innovation Partner

Benefits to

Financial Planners


  • Client needs analysis & scoping
  • Financial Planning in plain English
  • Client engagement and sales
  • Client review and retention
  • Consistent Processes
Find out more