Andrew Julius – PSK Financial Service

Partner | Senior Adviser, PSK Financial Service, Sydney

AstuteWheel has helped my business by vastly streamlining and professionalising a number of functions in my advice process.

It makes collection of important client data (before each meeting) a breeze and compliantly stores the client responses. The calculators are fantastic and can be used in front of clients or as tools to assist with paraplanning submissions. I am starting to use the Goals Tool as a quick go-to section for storing client goals ready to be used in future meetings. AstuteWheel has quickly become a vital part of the way I run my business.