AstuteWheel to partner Adviser Innovation Summit 2025
ifa is pleased to announce its partnership with AstuteWheel as a platinum partner for the annual Adviser Innovation Summit. The company has joined this year’s summit as a Read more
Press coverage
The Art and Science of Client Engagement for Financial Advisers
More than ever before, client engagement has become a vital skill for financial advisers, blending emotional intelligence with data-driven strategy and tools. Successful advisers Read more
Beyond the numbers
Financial advisers often claim they tailor financial plans to meet the client’s specific needs. But how true is this when the traditional focus is almost entirely on Read more
Understand What Makes Clients Tick
Financial planning and client engagement firm AstuteWheel has launched Cognitive Style, a tool the company says can help advisers deliver financial advice that resonates with Read more
AstuteWheel launches tool to improve adviser-client communication
The Australian financial advice software provider has unveiled a new tool to help advisers determine clients’ preferred communication style and deliver information accordingly. Read more
AstuteWheel launches Cognitive Style
AstuteWheel has announced the launch of Cognitive Style, empowering financial advisers and their teams to frame advice in line with how their clients think, process information Read more
AstuteWheel launches Cognitive Style
AstuteWheel has announced the launch of Cognitive Style, empowering financial advisers and their teams to frame advice in line with how their clients think, process information Read more
Helping clients thrive: Why wellbeing is essential to financial advice
For decades, financial advisers have focused on building wealth, managing portfolios and, more recently, goals-based advice. However, societal priorities are evolving, with Read more
Financial advice in the digital age
The financial advice landscape is undergoing rapid transformation as technology and shifting client expectations reshape how services are delivered. The rise of digital tools, Read more
Why do some advisers see more referrals than others?
In much the same way that medical specialists benefit from referrals from general practitioners, financial planners have much to gain from referral arrangements with other Read more
AstuteWheel overhauls flagship platform, insources dev team
Australian adviser technology developer AstuteWheel has announced a wholesale rebuild of its client engagement platform, leveraging a low-code app development. AstuteWheel Read more
AstuteWheel Rebuilds Client Engagement Offer
Financial advice client engagement platform AstuteWheel has rebuilt its offer on a new platform in a move it sees as delivering a better experience for users. The company says Read more
AstuteWheel enhances client engagement platform
AstuteWheel has rebuilt its platform and brought its development team in-house to better adapt to industry changes. The financial planning software helps advisers to improve their Read more
Your tech stack and your business
In today’s digital world, clients expect their financial advisers to use the latest technology for a seamless financial experience. With technology playing a growing role in Read more
The embedded value of digital vaults
Those of us working within the financial services industry are only too aware how important it is to safeguard sensitive information against data breaches and other cyber threats. Read more
Values as important as goals
Values are as important to clients as goals, according to AstuteWheel, and the evidence is in plain sight. ‘A recent report by the Responsible Investment Association Read more
Values as important as goals
Values are as important to clients as goals and the evidence is in plain sight. Australians increasingly want their super funds and investments to not only help them realise their Read more
How investment goals and personal values intertwine
Financial planning software provider, AstuteWheel, has suggested how financial advisers can deliver for clients by connecting their investment goals and personal values. Read more
Your Portal to a Premium Client Experience
A decade ago, when large screen TVs were expensive and the internet was slow, financial planners provided a client experience that was largely personality-based. To be one of the Read more
Engage: How to create enduring client relationships
The not-so-secret sauce of enduring client relationships is an effective and engaging onboarding process. Do it well and you will likely have clients for life. What a prospective Read more
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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, AstuteWheel, 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
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
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 AstuteWheel’s newest fintech solution: Insurance Planner. 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
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
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 AstuteWheel client 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 AstuteWheel Insurance Planner is an online program designed to 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
To find out more please contact us or book a live demonstration webinar
AstuteWheel 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. ... Read more