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Home » Reuben Zelwer – Adapt Wealth

Reuben Zelwer – Adapt Wealth

Senior Partner, Adapt Wealth Management, Malvern VIC

Congratulations on the estate planning tool. Simply brilliant!

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Recent news

Missed opportunity in Quality of Advice Review survey
FS Advisor | July 20, 2022

The digital advice questions in the Quality of Advice Review (QAR) survey missed their mark, meaning the opportunity to genuinely Read more

Graduates adding value in Professional Year
Money Management | April 4, 2022

The well-documented exodus of financial planners from the advice industry has created a significant problem for advice practices trying to Read more

If nothing changes, nothing changes
IFA | March 29, 2022

Advisers simply will not survive if they continue to spend hours preparing for each client review meeting. Particularly if all those Read more

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Astute Wheel Client Engagement Software

AstuteWheel is Australia’s leading client engagement software providing financial planners with financial modelling calculators, online questionnaires, educational videos and presentation tools to help clients understand your value proposition. ... Read more

Our solutions

Astute Financial Planner 360

Astute Financial Planner

Astute Client Engager

Astute Estate Planner

Astute Insurance Planner

Modellng Calculators

Income Calculators

Investment Calculators

Debt Calculators

Insurance Calculators

Retirement Calculators

Estate Planning Calculators

Contact us

Level 1,
154 Pacific Highway,
St Leonards NSW 2065,
Australia

0455 02 77 22

Copyright © 2022 AstuteWheel. ABN: 74 115 663 600

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02 94 533 588
  • How it works
    ▾
    • What is AstuteWheel
    • Goals Based Advice
    • Values Based Advice
    • Client Information Gathering
    • Client Education Tools
    • Scoping & Scaling Advice
    • Compliance Built In
    • Automated Reporting Tools
    • Integrations + CRM
    • FAQs
  • Products
    ▾
    • Pricing
    • Astute Client Engager
    • Astute Financial Planner
    • Astute Financial Planner 360
    • Astute Estate Planner
    • Astute Insurance Planner
    • Add-on Calculators
    • Dealer Groups
  • News
    ▾
    • Press
    • Blog
    • Podcasts
  • About
    ▾
    • About AstuteWheel
    • The Team
    • Reviews
    • Support & Training
  • Contact
  • |
  • Login
Book Demo
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