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%
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Recent news

Your tech stack and your business
IFA | September 30, 2024

In today’s digital world, clients expect their financial advisers to use the latest technology for a seamless financial experience. With Read more

The embedded value of digital vaults
Financial Standard | August 21, 2024

Those of us working within the financial services industry are only too aware how important it is to safeguard sensitive information Read more

Values as important as goals
Adviser Voice | July 1, 2024

Values are as important to clients as goals, according to AstuteWheel, and the evidence is in plain sight. ‘A recent report by the Read more

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