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%