Peter Audet – Varria
Managing Director, Varria, West End QLD
There is no doubt that the only way to really see how powerful the software to be is to take it for a test drive. I can truly say that it has reopened my eyes to the ways we can make a difference to clients’ lives by taking on a combination of strategies simultaneously. For the advisers in our industry that now exclusively use paraplanners to construct reports, I would challenge you to take the Astute Wheel for a test drive and reconnect with some great modelling. It’s a great experience.
Excellent tool for adviser value proposition and client engagement. Best risk calculator I have seen in 20 years in the business.
I believe that Astute Wheel Financial Planner is an excellent tool for advisers to use for issues such as value proposition and client engagement. It does so many more things including the best risk calculator I have seen in 20 years in the business.
Given the value, it is very competitively priced. This has been Hans’ passion for quite some time and he has driven this development to take to the broader planning community.