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 »
Press coverage
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 »
AstuteWheel shines in 2020 Netwealth AdviceTech Report Copy
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 »
Goals based advice
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 »
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... Read more »
Risky business – Life Insurance advice post LIF
Provide valuable, efficient & compliant risk advice using a next generation Risk Insurance Needs Analysis calculator that also produces a Strategy Paper and SOA. The visual... Read more »
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 »
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 »
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 »
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 »
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 »
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 »
Count Financial improves platform integrations
Count Financial has launched a series of back-end integrations on its myprosperity, Astute Wheel, Padua Sorrento, Moneysoft and Iress platforms which will remove the double... Read more »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
AstuteWheel launches newest fintech solution
Advisor Voice, an online thought leadership conduit for financial advisers comments on the recent launch of AstuteWheels newest fintech solution: Insurance Planner. AstuteWheel... Read more »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
AstuteWheel expands into South Africa
Client engagement software platform AstuteWheel has expanded into the South African financial advice market having been picked by around 35 advisers working across more than 20... Read more »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 Astute Wheel... Read more »
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 »
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 »
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 »
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 »
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 Astute Wheel Client Engagement Platform is an online program... Read more »
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 »
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 »
About Astute Wheel
Astute Wheel is Australia’s leading client engagement software providing financial planners with financial modelling calculators, online questionnaires, educational videos and presentation tools to help clients understand your value proposition.
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