Andrew Bowring, CS Capital Group
Founder, CS Capital Group, Werribee, Victoria
We have been using AstuteWheel in our practice now for about 12 months. From my perspective, as an adviser, I don’t know how we offered holistic financial planning without this tool. From the client’s perspective they understand the process right from the get-go and they engage with the process – it makes the final recommendations a natural consequence of this process.
From a compliance perspective my files have improved 100% with scoping documents, a detailed fact find, letters of engagement and on-going fee agreements all prepared from the system I feel as though I am in control from beginning to end. I would recommend that all advisers who want an efficient delivery system to engage with AstuteWheel.