Certified Financial Planner, Carwardines & Associates, Enoggera, Queensland
AstuteWheel has helped me by effectively engaging with clients across all spectrums – young wealth accumulators to pre and post retirees. It has helped us re-engage with existing somewhat disengaged clients to show them the value of more holistic comprehensive advice. Which has in turn increased our business revenue by effectively up-selling these clients with additional advice and services.
Finally it has helped us improve and be able to better document our adherence to compliance, which has then been vetted and verified by independent external auditors. The ability to provide a FSG at the initial booking, effectively scope the engagement at the initial meeting, and use the tools in an ongoing way to show that we know the client’s relevant personal circumstances and can meet our best interest duty at all times has been and still is one of the best features of the AstuteWheel suite of tools.