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Financial adviser blog
Astute Wheel Blog
Video
Virtual meetings: How to build rapport with clients
By Hans Egger | July 13, 2020
Video
Wealth Professional: Engaging clients in Estate Planning
By Hans Egger | May 2, 2019
Let’s get real about banning grandfathered commissions
By Hans Egger | July 5, 2018
Life Insurance Remunerations Reform in Conflict with Clients Best Interest
By Hans Egger | June 27, 2018
Financial planners on the brink of opportunity or disaster?
By Hans Egger | June 6, 2018
Financial Planning Industry winners and losers: a new era
By Hans Egger | May 16, 2018
Modern Financial Advice: The Six Million Dollar Adviser
By Hans Egger | April 7, 2017
Modern Adviser or Dinosaur? 5 Ways You Can Make The Evolutionary Leap
By Hans Egger | February 10, 2017
Let’s get serious about estate planning
By Hans Egger | November 16, 2016
Winter is Coming: 5 Ways to Prepare Your Clients
By Hans Egger | September 18, 2016
“Gamma” – The New Measure of Good Financial Advice
By Hans Egger | July 18, 2016
NAB’s Robo Advice – should financial planners be concerned?
By Hans Egger | May 17, 2016
The modern adviser and the upside of estate planning for young families
By Hans Egger | March 16, 2016
Estate planning for “A” clients – how to value add and get referrals
By Hans Egger | November 15, 2015
Robot advice or financial planner – what’s best for the client?
By Hans Egger | September 4, 2015
I’m an adviser in my late 50’s – what is my exit strategy?
By Hans Egger | July 4, 2015
I’m an adviser in my 30’s – how do I start my own business?
By Hans Egger | July 4, 2015
Six Easy Steps to Turn Good Advice into Great Advice
By Hans Egger | May 7, 2014
02 94 533 588
What is AstuteWheel?
▾
Overview
Goals Based Advice
Client Info Gathering
Client Education Tools
Scoping & Scaling Advice
Compliance Built In
Automated Reporting Tools
FAQs
Products
▾
PRODUCT PRICING
Client Engager
Financial Planner
Financial Planner 360
Insurance Planner
Estate Planner
Add-on Calculators
Dealer Groups
Support & Training
About us
Reviews
News
▴
Press coverage
Financial adviser blog
Contact us
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