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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

What are the most in demand pieces of tech for advisers?
IFA | October 21, 2020

New research has revealed the technology types advice firms are most keen to adopt in the next two years, and which businesses are likely... Read more »


AstuteWheel integrates with Xplan
IFA | September 29, 2020

Financial advice engagement software provider AstuteWheel has integrated with Xplan following demand from advisers using both services. he... Read more »


The Best of Both Worlds: AstuteWheel integrates with Xplan
Australian FinTech | September 29, 2020

In response to a call from advisers using both services, leading financial advice client engagement software provider AstuteWheel has... Read more »


About Astute Wheel

Astute Wheel 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.

More about Astute

Client Engagement Software

Astute Client Engager
Astute Financial Planner
Astute Financial Planner 360
Astute Estate Planner
Astute Wheel Client Engagement Software

Better advice. More clients.

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

02 94 533 588

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02 94 533 588
  • What is AstuteWheel?
    ▾
    • Overview
    • Info Gathering Systems
    • Client education tools
    • Compliance and goal setting
    • Automated Reporting Tools
    • FAQs
  • Products
    ▾
    • PRODUCT PRICING
    • Client Engager
    • Financial Planner
    • Financial Planner 360
    • Insurance Planner
    • Estate Planner
    • Add-on Calculators
    • Dealer Groups
  • Support & Training
  • About us
  • Reviews
  • News
    ▾
    • Press coverage
    • Financial adviser blog
  • Contact us
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