Kevin Moran – Australian Financial Planning

Principal, Australian Financial Planning, NSW

I have found the engagement process Astute Financial Planner provides very efficient and sorts out the tyre-kickers. It made my practice easy to manage with reviews and new clients. It allowed me to cut back to three days a week while managing over 300 clients.

 

 

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Your tech stack and your business
IFA | September 30, 2024

In today’s digital world, clients expect their financial advisers to use the latest technology for a seamless financial experience. With Read more

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Values as important as goals
Adviser Voice | July 1, 2024

Values are as important to clients as goals, according to AstuteWheel, and the evidence is in plain sight. ‘A recent report by the Read more

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