Werner Jansen

Financial Planner, Burford Partners, Bella Vista, NSW

The AstuteWheel software has been great:

  • Digital fact find completion, health check is a great tool and very valuable to us.
  • The individual calculators are very handy and I enjoy using these.
  • Scoping and the subsequent Client Engagement Letter is very good, and we have managed to increase our initial advice fee by about 40%
AstuteWheel Client Engagement Platform <i class="fas fa-phone mid-blue"></i> 02 94 533 588
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