I met with a local solicitor for the first time and I took her through the Financial Planner Client Engagement platform to show her our methodology when meeting a new client. She confirmed she would b... read more
I received responses from 30 prospective new clients. Of the 26 that I met with I would estimate that for at least 10 - 15 there is further work. I contacted the HR Manager at one of our Corporate... read more
I found the Risk Calculator to be highly intuitive. The questions that were listed to prompt responses from the clients were very much along the lines that we would normally travel.
It quickl... read more
There is no doubt that the only way to really see how powerful the software to be is to take it for a test drive. I can truly say that it has reopened my eyes to the ways we can make a difference to c... read more
We have re-engineered our practice’s client offering - especially our financial advisory offering, from a traditional investment/transactional based offering to a new Wealth Management and Advisory... read more
Congratulations on the estate planning tool. Simply brilliant!
What I like most is that it is a simple tool to use to facilitate the estate planning process and easy for a client to understand. By them answering the right questions, and by mapping it out, it a... read more
Now it has become a really light-hearted process and the thing that I hear back from my clients afterwards is that it was such a daunting process before.
There is a whole lot of relief and the fam... read more
This tool allows financial planners to add real value for their clients, by giving them the opportunity to plan the preservation of their estate in a clear, illustrative process.
With a background... read more
Estate planning is going so well. It is all done online-electronically and clients LOVE it. Astute Estate Planner is amazing! Worth the wait. Well done!
I've had a good look through the new release of the estate planning module and it's fantastic! I ran through my own detailed situation both as a client, then importing the details work email to me... read more
So far the 5 Minute Financial Health Check has been great. I have used it with a few new clients already and it has been a good discussion starter for the most critical issues – from the client’s... read more
The 1-day Astute Advisor course in Sydney was highly informative, interactive and enjoyable. Solid concepts and principles discussed, which provided me with a good foundation upon which I’ve been... read more