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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

AstuteWheel to partner Adviser Innovation Summit 2025

IFA | May 16, 2025

ifa is pleased to announce its partnership with AstuteWheel as a platinum partner for the annual Adviser Innovation Summit. The company has Read more

The Art and Science of Client Engagement for Financial Advisers

IFA | April 30, 2025

More than ever before, client engagement has become a vital skill for financial advisers, blending emotional intelligence with data-driven Read more

Beyond the numbers

Financial Standard | April 24, 2025

Financial advisers often claim they tailor financial plans to meet the client’s specific needs. But how true is this when the Read more

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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

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