Conduct financial modelling with the client to explain complex financial strategies using AstuteWheel’s suite of financial calculators.
When a client clearly understands a strategy and how it may improve their financial position they are more likely to value your advice and proceed with recommendations.
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Income tax calculator | |
Income Split Calculator | |
Salary Sacrifice Calculator | |
Capital Gains Tax Calculator |
Four income calculators that will empower you to:
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Investment Options Calculator | |
Portfolio calculator | |
Property Analysis calculator | |
Rent vs Buy calculator |
Four investment calculators to:
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Debt Analysis Calculator | |
Debt recycling calculator | |
Cost of Debt Calculator |
Astute Debt Planner’s three calculators allow for:
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Details tab | |
Life Insurance Calculator | |
Income protection calculator | |
Total & Permanent Disability Calculator | |
Trauma Calculator | |
Insurance summary |
Six powerful insurance modelling calculators that will:
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Retirement calculator | |
Transition to retirement calculator (TTR) | |
Age pension calculator |
Three important modelling calculators for use in:
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Family Tree diagram | |
Entity Diagram | |
Structure Diagram | |
Briefing paper for lawyer |
Add this suite of calculators to Astute Client Engager or Astute Financial Planner to:
More advisers can now enter this previously specialist field of financial advice. Our set of estate planning tools now makes the process of protecting your clients’ estate into an expedient and profitable journey.