Brad Downes – Progressive Financial Planners
Managing Director, Progressive Financial Planners , NSW
As the Astute Wheel has developed, so has the way we have integrated it into our everyday processes.
The very first insurance risk needs analysis I ran through with the Astute Wheel calculator resulted in an insurance recommendation of life, TPD trauma and income protection of over $25,000 per annum in insurance premiums.
The clients had very strong buy-in to the process as it was their numbers that determined the additional cover.
Each year the review of this insurance is relatively straightforward, given we can go back to these earlier parameters which simply reinforces the need for the existing cover.
The level of cover we recommend using the Astute Wheel tends is far more comprehensive than if we were not using this interactive tool.”