Press coverage

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 »

Financial Observer

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 »

Financial Observer

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

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 »

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 »

A new kid takes the planning software fight to XPLAN

New home-grown financial planning software provider Adviser Intelligence claims it can help planners become up to four times more efficient – just as ASIC begins policing... Read more »

Professional Planner

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 financial 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... 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

10 October 2013 Troubled dealer group WealthSure has begun the slow task of rebuilding its creditability among independent financial advisers, with its national roadshow... 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 Astute Wheel... 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 »

Wealth Professional

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 »

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