Brad Downes – Progressive Financial Planners
Managing Director, Progressive Financial Planners, NSW
AstuteWheel has helped me to quantify and answer the fundamental questions almost all clients want to know, that is: “how’s my retirement income looking and what can I do about it?”.
We have embedded the AstuteWheel process to create a much more client friendly and efficient fact finding process, review process, insurance needs analysis, retirement planning and estate planning. Clients are far more engaged in the planning process when they are can be included in the development of their strategies in a fun, easy and interactive way.