Press coverage

AstuteWheel celebrates 11th anniversary with launch of AstuteWheel 4.0

AstuteWheel has celebrated its 11th anniversary with the launch of AstuteWheel 4.0. Managing Director, Hans Egger, says the goal when AstuteWheel was first launched in 2012 was to Read more

Australian Fintech

AstuteWheel celebrates 11th anniversary with launch of 4.0

AstuteWheel Managing Director, Hans Egger, says the goal when AstuteWheel was first launched in 2012 was to deliver an online program that makes advice practices become more Read more

Adviser Voice

Launch of Enhanced Technology Program

AstuteWheel  Managing Director, Hans Egger, says the goal when AstuteWheel was first launched in 2012 was to deliver an online program that “…makes advice practices become Read more

Risk Info

Tech tools can shave hours off client reviews

Using the right tech solutions could save advisers up to 45 days a year so they can focus on attracting more clients or bolstering their practice, a fintech head said. Ahead of Read more

IFA

The next evolution of financial advice

Want to provide really valuable financial planning advice? Understand your clients’ values. In the course of its short history, the financial advice process has undergone a Read more

IFA

Missed opportunity in Quality of Advice Review survey

The digital advice questions in the Quality of Advice Review (QAR) survey missed their mark, meaning the opportunity to genuinely understand adviser views on fintech has been Read more

Financial Standard Online

Graduates adding value in Professional Year

The well-documented exodus of financial planners from the advice industry has created a significant problem for advice practices trying to grow their business or secure a Read more

Money Management

If nothing changes, nothing changes

Advisers simply will not survive if they continue to spend hours preparing for each client review meeting. Particularly if all those reviews amount to a statement of the Read more

IFA

Refining client engagement through fintech

The use of financial technology is essential for advisers to have a client-centric focus during meetings, as well as improving business growth, according to AstuteWheel. A white Read more

Money Management

Why advisers must change ‘goals discussion’ with clients

The current approach to how advisers discuss goals with their clients is “no longer” viable, according to the managing director of an Australian fintech provider. In a new Read more

IFA

What clients want: It’s all about the endgame

If you had to say what clients want most, the shortest answer would have to be “achieving goals”. For them, it’s all about the endgame. Obviously, financial plans Read more

IFA

The paradox of providing limited advice

Most people would probably agree with the concept that a client (or customer) should understand what service they will receive before they agree to pay for that service. This is Read more

IFA

AstuteWheel shines again in 2021 Netwealth AdviceTech Report

Leading goals-based financial advice and client engagement software platform, AstuteWheel shines again in the 2021 Netwealth AdviceTech Report, ranking highly in three areas of Read more

Australian Fintech

Do annual Goals Based Reviews need a facelift?

There is no doubt that 2020/2021 financial year tested all of us in many ways. Financial advisers and their clients are still navigating the impact. Amidst a sea of change, the Read more

Money Management

AstuteWheel serves cease and desist on rival tech group

The creators of the advice software platform have served a cease and desist letter to a rival technology provider alleging their IP has been copied. Astute Wealth Advice, creators Read more

Astute Wealth sends cease and desist to Lumiant

Creators of client engagement platform AstuteWheel, Astute Wealth, have sent a cease and desist to advice platform Lumiant as it alleges it has breached copyright over a financial Read more

Money Management

Astute Wealth alleges copyright breach

Astute Wealth Advice is alleging that another fintech has ripped off its proprietary questionnaire and has been forced to legal take action. Astute served a Cease and Desist Read more

Financial Standard Online

Advice platform hit with cease and desist by fintech provider

A goals-based advice platform has been issued a cease and desist letter by a fintech provider alleging “substantial copyright breach”. Astute Wealth Advice, creators of Read more

IFA

Risk Advice in 60 minutes. Think it can’t be done? Think again.

How are risk advisers to find the extra time to provide a higher standard of risk advice and adhere to the more stringent level of compliance? Standard 5 of the Code of Ethics Read more

Risk Info

The goal of goals-based advice

Goals-based advice allows financial advisers to provide recommendations to clients regarding the strategies, decisions, conduct and effort required to increase the chances of Read more

Money Management

How to create a top-notch review process

As the annual opt-in deadline draws closer, many advisers are understandably nervous about justifying their fees to clients on an annual basis. One industry technology expert Read more

Advisor Innovation

Building a solid goals-based proposition

The transition to annual opt-in agreements is just around the corner and advice practices are having to reassess how they clearly articulate and deliver on client goals to make Read more

IFA

Advice Technology Experiencing Rapid Disruption

Globalisation is an emerging theme in the Australian advice and wealth management space, according to a new report reviewing the developments in technology used by financial Read more

Risk Info

AstuteWheel partners with Adviser Innovation Summit

AstuteWheel has joined the cutting-edge Adviser Innovation Summit as a platinum partner, giving advisers the inside run on its award-winning technology solutions. “When Read more

IFA

What are the most in demand pieces of tech for advisers?

New research has revealed the technology types advice firms are most keen to adopt in the next two years, and which businesses are likely to lead the pack when it comes to getting Read more

IFA

AstuteWheel integrates with Xplan

Financial advice client engagement software provider AstuteWheel has integrated with Xplan following demand from advisers using both services. The integration uses Roar Software Read more

IFA

The Best of Both Worlds: AstuteWheel integrates with Xplan

In response to a call from advisers using both services, leading financial advice client engagement software provider AstuteWheel has successfully integrated with Xplan. Read more

Australian Fintech

The Best of Both Worlds AstuteWheel integrates with Xplan

In response to a call from advisers using both services, leading financial advice client engagement software provider AstuteWheel has successfully integrated with Xplan. Read more

Adviser Voice

AstuteWheel successfully integrates with Xplan

Financial advice client engagement software provider AstuteWheel has successfully integrated with Iress’ financial planning software Xplan. Hans Egger, AstuteWheel managing Read more

Money Management

AstuteWheel Integrates with Xplan

Financial advice client engagement software provider AstuteWheel has announced it has integrated with financial planning software platform Xplan, in a move AstuteWheel believes Read more

Risk Info

AstuteWheel integrates with Xplan

Client engagement software provider AstuteWheel has integrated with financial advice software Xplan following overwhelming demand from advisers who were using both services. Read more

Financial Standard Online

Converting disengaged clients

Many advice practices have a list of low paying disengaged clients that already (or will soon) have their fees switched off. For many practices the impact on their revenue can be Read more

IFA

Building a referral stream through estate planning

A steady flow of the right kind of client referrals is what every business strives for but how do you differentiate yourself from every other adviser when pitching for that Read more

IFA

Building a financial planning business with referrals from COI’s

Are the things we have been taught about referrals still ringing true? Or were they wrong from the start? Hear what academics, industry experts and financial advisers have to say. Read more

IFA

Estate Planning: a competitive advantage

If you are not facilitating your client’s Estate Planning, who is? You are uniquely positioned to help clients prepare a thorough Estate Planning Briefing Document for the Read more

IFA

Virtual Client Meetings

Due to Coronavirus, virtual client meetings quickly became the ‘new normal’, but are they here to stay? And how do you make them part of your business? Most financial Read more

IFA

AstuteWheel shines in 2020 Netwealth AdviceTech Report

Online fact finds and risk profiling tools, and scaled advice tools, are where advice practices believe they will receive the greatest benefits in financial planning technologies Read more

Adviser Voice

Goals based advice process

ASIC has set a very high standard when it comes to providing evidence of the goals conversation throughout the advice process and the onus is on the adviser to prove compliance Read more

IFA

Efficient scoping & scaling of advice

Scoping and scaling advice rules allow advisers to limit their advice to what’s important to the client, but the rules are complex and the onus is on advisers to prove financial Read more

IFA

Risky business – Life Insurance advice post LIF

Provide valuable, efficient & compliant risk advice using a next generation Risk Insurance Needs Analysis calculator suite that also produces a Strategy Paper and SOA. The Read more

IFA

Turning grandfathered commissions into fee-for-service

Financial advisers will have one meeting to convince their disengaged clients to become fee paying. Time spent developing a first-class client engagement process is crucial as Read more

Financial Standard Online

Client reviews: Conducting client reviews in difficult times (Part 2)

In Part 1, we looked at why the client review meeting is so important, particularly in these difficult times. Here we outline the steps to take in the actual client review Read more

Money Management

Client reviews: Conducting client reviews in difficult times (Part 1)

COVID-19 is obviously causing financial advice clients a great deal of concern. Not only are they worried about what the resultant stock market volatility is doing to their Read more

Money Management

Wealth Professional Interview

Hans Egger, founder and creator of the AstuteWheel explains to Wealth Professional how AstuteWheel software helps to engage clients with the importance of the Estate Planning Read more

Wealth Professional

Lifespan Partnership Interview

In the following video with Lifespan Partnership, Hans Egger discusses the efficiencies that Astute Financial Planner affords Financial Advisor practices. Hans also discusses how Read more

Lifespan Partnership

Count Financial Launches Technology Integrations

Accountants adviser network, Count Financial, says it has solved one of the challenges faced by converged accounting and advice businesses as it launches a series of back-end Read more

Risk Info

Count Financial improves platform integrations

Count Financial has launched a series of back-end integrations on its myprosperity, AstuteWheel, Padua Sorrento, Moneysoft and Iress platforms which will remove the double Read more

Money Management

Count Financial technology integrations

Count Financial technology integrations have solved one of the fundamental challenges faced by converged accounting and advice businesses as it launches a series of back-end Read more

Australian Fintech

AstuteWheel passes cybersecurity check with flying colours

AstuteWheel has passed an independent IT & Cybersecurity health check on its business with flying colours. The health check was commissioned by AstuteWheel and conducted by Read more

Australian Fintech

Virtual client meetings

Coronavirus is just one reason to start virtual client meetings. Coronavirus could be the catalyst to start offering clients virtual meetings – but there are many other reasons. Read more

IFA

Letter of initial engagement – where the rubber hits the road

Most financial planners provide a substantial amount of free time and expertise in the early stages of the advice process for prospective clients, but at some point the Read more

IFA

AstuteWheel expands Fintech with Regtech

Client engagement solution, AstuteWheel, is celebrating its seventh birthday with the launch of third generation software that includes a regtech solution for financial planners. Read more

Australian Fintech

AstuteWheel expands into regtech

The Advisor Voice, an online magazine facilitating learning and professionalism within the financial advice sector published an article about AstuteWheel’s recent expansion. Read more

Adviser Voice

AstuteWheel expands into regtech

The Investor Daily, a national online news and information resource for Australia’s financial services sector recently published an article about AstuteWheel’s new regtech Read more

Investor Daily

AstuteWheel adds capability

The Financial Standard, an open forum for the delivery and exchange of information and ideas for superannuation trustees, financial planners, researchers, consultants, investment Read more

Financial Standard Online

Misunderstood: scoping and scaling of advice

One of the most misunderstood and badly executed aspects of the client engagement process, according to ASIC, is the scoping and scaling of advice. Scoping and scaling of advice Read more

IFA

A practical application of goals-based advice

For those advisers who don’t have a degree in psychology and just want to provide good and compliant advice to their clients, goals based advice doesn’t need to be a mystery Read more

IFA

How to stop wasting time

Hans Egger discusses how to stop wasting your time in a guest blog at The Independent Financial Adviser (IFA), a digital resource delivering analysis and business strategy to Read more

IFA

AstuteWheel launches new risk software

The Independent Financial Adviser (IFA), a digital resource delivering analysis and business strategy to Australia’s financial planners discussed AstuteWheel’s new suite Read more

IFA

Fintech software won’t replace advisers

Killian Plastow of Fintech Business discusses the impact of fintech software on Advisers following the launch of Insurance Planner. The role of financial advisers is unlikely to Read more

2018 Fintech Business Awards

AstuteWheel speeds up risk advice timeframe

The Financial Standard, an open forum for the delivery and exchange of information and ideas, analyses the new Insurance Planner software platform. Financial planning software Read more

Financial Standard Online

Fintech Offers Advisers One Hour Risk SoA

RiskInfo,  an information resource service designed for financial services professionals in Australia discusses the launch of Astute Insurance Planner. Advisers will be able to Read more

Risk Info

AstuteWheel launches newest fintech solution

Advisor Voice, an online thought leadership conduit for financial advisers comments on the recent launch of AstuteWheel’s newest fintech solution: Insurance Planner. Read more

Adviser Voice

AustralianFintech discusses insurance planner

Australian FinTech, Australia’s online space dedicated to discussing all things FinTech, covers the launch of Astute Insurance Planner. Hans Egger, Managing Director of Read more

2018 Fintech Business Awards

Estate Planning. Journey towards peace of mind

When it’s time for your estate to be passed on, will it be a gift or a burden? Last week an article discussing Estate Planning Services in the Sydney Morning Herald and The Read more

Estate Planning - Sydney Morning Herald SMH

Financial Planner shortlisted for 2018 Fintech Business Awards

Astute Financial Planner has been announced as a finalist in the “Financial Advice Innovator of the Year” category in the 2018 Fintech Business Awards. The Fintech Business Read more

2018 Fintech Business Awards

Fintech adoption benefiting Financial Planners

A recent article in the Financial Standard discusses how Financial Planners’ adopting professional financial planning software such as Astute Financial Planner are Read more

Financial Standard Online

Make estate planning your competitive advantage

What currently sets you apart from every other financial planner in Australia? If your answer is “probably not that much”, it’s time you consider making estate planning Read more

Risk Advisor

Estate planning – the other half of insurance advice

By introducing estate planning to your offering, you can add value to the client discussion process in a way an insurance provider simply can’t. In your role as an adviser, Read more

Risk Advisor

Why would risk advisers be interested in estate planning?

Those who are not will almost certainly need to have a more diverse service offering and estate planning is a natural choice. Why? Because the largest asset many risk advice Read more

Risk Advisor

AstuteWheel launches one-hour estate planning

Adviser platform AstuteWheel has launched its Astute Estate Planner service, which enables rapid implementation of the estate planning process. Specifically, the tool allows Read more

Financial Standard Online

AstuteWheel smooths estate-planning drive

Financial technology firm AstuteWheel has launched an estate-planning solution aimed at removing friction from advisers’ interactions with clients and providing them with a Read more

Estate planning tool to cut planning time to under an hour

AstuteWheel co-founder Hans Egger presented the estate planning tool, Astute Estate Planner, at a media event hosted at fintech start-up hub Stone and Chalk in Sydney yesterday. Read more

IFA

Astute Wheel launches stand-alone estate planning tool

Leading client engagement platform AstuteWheel today launched Astute Estate Planner at a media event hosted at fintech hub Stone & Chalk. Astute Estate Planner is a Read more

Professional Planner

New estate planning tool does the job in an hour

Astute Estate Planner is a new estate planning tool which allows planners, financial advisers, accountants, risk advisers and lawyers to cut down their work to an hour or less. Read more

Money Management

AstuteWheel goes on safari

It’s not every day that a product launch results in visiting exotic locations and witnessing majestic beasts but that is exactly what happened when fintech group AstuteWheel Read more

Doing things differently

Why is it that one advice firm is able to completely redefine what’s possible, while another similar one simply does what it’s always done? That’s a question I Read more

Risk Advisor

AstuteWheel expands into South Africa

Financial planning software company AstuteWheel has expanded into the South African financial advice market having been picked by around 35 advisers working across more than 20 Read more

Risk Info

Aussie fintech company AstuteWheel expands to South Africa

Fintech company AstuteWheel has launched its client engagement platform in South Africa, as the overseas advice market prepares to undergo similar regulatory reforms to Australia. Read more

Australian Fintech

Challenging boundaries takes up Turnbull’s FinTech challenge

AstuteWheel is challenging the boundaries of Australian financial advice, exporting its flagship client engagement platform to South Africa and becoming a member of Stone and Read more

Professional Planner

Aussie fintech company expands to South Africa

Fintech company AstuteWheel has launched its client engagement platform in South Africa, as the overseas advice market prepares to undergo similar regulatory reforms to Australia. Read more

IFA

Australian financial advice firm expands to South Africa

North Sydney-based client engagement platform AstuteWheel has gained a foothold in the South African planning market. The company, which recently joined Stone and Chalk, confirmed Read more

Money Management

AstuteWheel rolls out South African safari

AstuteWheel has exported its flagship client engagement platform to South Africa following its success with Australian advisers. The group, which established the platform in June Read more

Advisers put estate planning in too hard basket

Hans Egger of Astute Wheel has told Wealth Professional TV of the lack of engagement between clients and advisers about estate planning, which he said is a highly important and Read more

Wealth Professional

Visual Estate Planning tool increases engagement

Hans Egger, founder and creator of the Astute Wheel explains how new professional estate planning software will help engage clients with the importance of the estate planning Read more

Wealth Professional

Taking estate planning to the extreme

The topic of ageing and death are usually high up on the list of difficult conversations for advisers. However, one advice firm found a novel way to broach the subject earlier Read more

AstuteWheel’s Estate Planning Tool

The comprehensive AstuteWheel Estate Planning solution enables all parties involved in the process – the client, financial planner, solicitor and accountant – to Read more

Wealth Professional

AstuteWheel unveils estate planning tools

Financial services firm Astute Wealth has developed a series of estate planning solutions that allow financial advisers to provide clients with a tangible estate plan. The tools Read more

Estate Planning Tool Creates a Will and a Way

A new estate planning tool to be used with clients has been developed with the aim of encouraging more Australians to get a Will. Created as part of the AstuteWheel, a digital Read more

Risk Info

AstuteWheel launch estate planning tool

AstuteWheel have launched an estate planning tool that helps advisers gather their clients’ information before they meet with the solicitor. “Usually clients Read more

Financial Standard Online

AstuteWheel launches estate planning component

The developers of the AstuteWheel tool have unveiled the sixth and final component of the product, allowing advisers to provide an estate plan in “the time it takes to deliver Read more

IFA

Ageing boomers highlight estate planning opportunity

The unprecedented inter-generational transfer of wealth looming for Australia, driven by a huge baby-boomer demographic that holds a significant proportion of the nation’s Read more

Professional Planner

Skill gap for young gun advisers

Young advisers are facing a soft skill knowledge gap which sees many attempt to ‘baffle the client with brilliance’ rather than listen at the first sit-down meeting, says an Read more

Wealth Professional

Younger advisers seek client soft skills

Young advisers are increasingly seeking more support in the use of soft skills to develop relationships with clients, according to AstuteWheel. There is a knowledge gap Read more

IFA

Young advisers get on board the AstuteWheel

While many young adviers are now degree-qualified, they are seeking more support in the use of soft skills to develop relationships with clients, according to Hans Egger, Read more

Adviser Voice

Young advisers get on board the AstuteWheel

Whilst many young advisers are now degree-qualified, they are seeking more support in the use of soft skills to develop relationships with clients, according to Hans Egger, Read more

Professional Planner

Best practice urged on fee disclosure statements

Financial planning businesses – whether aligned or non-aligned – should continue investing in a fee disclosure statement regime, despite the provision being watered Read more

ab+f

FDS preparation work should not be wasted

Financial planning practices that have already prepared for the implementation of fee disclosure statements (FDS) would gain little benefit from the work if they chose to shelve Read more

Money Management

Tactical advantage to FDS

Financial planning businesses preparing for the new fee disclosure statement regime can now either embrace the opportunity to secure a return on their investments, or squander it, Read more

Wealth Professional

Astute Wheel boss likens FDS to Iraq ‘surge’ strategy

Financial advisers should look at preparing for the new fee disclosure statement regime in a similar way to the US Army’s “surge” strategy employed during the war in Iraq, Read more

IFA

Don’t squander your FoFA peace dividend

Financial planning businesses invested heavily in preparing for the new fee disclosure statement (FDS) regime and can now either embrace the opportunity to secure a return on Read more

Professional Planner

No ‘one-liners’ for client value proposition

FOFA may be getting scaled back to better suit advisers, but many advisers are still snowed under complying with regulations to properly engage with new or existing clients. Read more

Wealth Professional

Five minutes with … Hans Egger, Astute Wealth Advice

Astute Wealth Advice director Hans Egger enjoys overcoming client engagement problems by creating visual presentations and using interactive tools to explain the financial Read more

Wealth Professional

Have more than just a ticket to the game

Social media marketing may be helping consumers find and research financial advisers but in the age of digital media, an online presence is just a ticket to the game, according to Read more

Adviser Voice

Social media presence not enough to engage: planner

Advisers should be fine-tuning their social media strategy to introduce their offerings to new prospective clients and answer basic questions, a financial planner believes. A mere Read more

Money Management

Advisers battle to reconnect with disengaged clients

Financial planners are fishing for new clients among Australians who have never sought advice before, but technology could help them reconnect with disengaged clients already in Read more

Financial Standard Online

Advice on re-engaging under FOFA

I get a feeling that 10 to 30% of a client base is a fair representation of disengaged clients across Australia. Hans Egger, Creator of the Astute Wheel Client Engagement Platform Read more

Wealth Professional

Eggern ’em on the Astute Wheel

A new web-based client engagement platform is helping advice businesses boost productivity by 30 per cent and lift profitability by up to 50 per cent, according to the Read more

Professional Planner

WealthSure on the road to recovery

Troubled dealer group WealthSure has begun the slow task of rebuilding its creditability among independent financial advisers, with its national roadshow concluding in Perth on Read more

Professional Planner

Client reviews pose catch22 for advisers

Advisers need to re-engage about 10 to 30% of their client base before they send out their Fee Disclosure Statements, according to Hans Egger, co-founder of the AstuteWheel client Read more

Wealth Professional

FDS poses disengaged client risk

Advisers who fail to connect with disengaged clients stand to lose up to 30 per cent of their client base due to fee disclosure statements (FDS), according to a consultant to Read more

IFA

Stop FoFA’ing around with fee disclosure statements

Many advisers may be living in fear of sending out a fee disclosure statement (FDS) to their client base over the next 12 months, as required by the Future of Financial Advice Read more

Adviser Voice

Astute makes financial planning sexy

Client engagement and consistent processes are the key to a successful and thriving financial planning business in the post FoFA world says Astute Wealth Advice director, Hans Read more

Adviser Voice

Client engagement in a post-FoFA world

Clients simply don’t find financial planning “sexy”, and it’s vital to focus your efforts on client engagement if you want your business to thrive in the post-FoFA world. Read more

Adviser Voice

Value of advice illustrated in new Insurance Calculator

A new client engagement tool has been launched which can help advisers illustrate the value of insurance. The AstuteWheel Insurance Planner is an online program designed to Read more

Risk Info

Client engagement tools post FOFA

A new Client engagement platform for financial planners has been launched with the aim of making it easier to engage with clients, over the internet as well as face to face. The Read more

Financial Standard Online

Initial client meetings can be ‘overwhelming’

By engaging with prospective clients prior to the initial client meeting, advisers can make the planning process much less overwhelming, according to AstuteWheel director Hans Read more

Money Management
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