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Recent news

Client reviews: Conducting client reviews in difficult times

Money Management | June 2, 2020

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

Wealth Professional Interview

Wealth Professional | May 14, 2020

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

Lifespan Partnership Interview

Liffespan Partnership | May 14, 2020

In the following video with Lifespan Partnership, Hans Egger discusses the efficiencies that Astute Financial Planner affords Financial... 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.

More about Astute

Client Engagement Software

Astute Client Engager

Astute Financial Planner

Astute Financial Planner 360

Astute Estate Planner

Better advice. More clients.

Level 2, 53 Berry Street,
North Sydney NSW 2060
Australia

02 94 533 588

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