Reviews

Testimonials. Matthew Bazzica - Zobel
Matthew Bazzica
The Empty Nesters Advice Group
Testimonials Emma Cunningham, Aventree
Emma Cunningham
Aventree
Testimonials: Matthew Leech – PSK
Matthew Leech
Incite Wealth
Testimonials - Brett Abikhair, The Selector Group
Brett Abikhair
The Selector Group

I had a client complete the new values questionnaire yesterday. It is an excellent document and is going to greatly assist in the advice process for them as they want to do a lot and need to be able to Read more

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 Read more

We have a major corporate client that we have traditionally engaged with in a face to face seminar series throughout Australia. We would typically have conducted the About You meeting over the phone or in person after the session. With Read more

When we used our old “client engagement” process we would send our licensee’s 101 page document to clients and ask them to complete it. It took forever to get a response, if we got one at all, and going through Read more

Since we have the staff engaged in updating the AstuteWheel for clients we have been a lot more successful in creating new business and leads. Read more

AstuteWheel has helped my business by allowing a complete re-engineering of our client engagement process, building greater client connection and care, and importantly by streamlining the adviser meeting experience. Our adviser meetings across Crescere are now ‘strategic’ in nature rather Read more

AstuteWheel has helped my business by obtaining the fact find from interested prospects & clients; providing the ability to do more in the estate planning need; and assisting in defining the scope of advice. Read more

AstuteWheel has helped by providing me with the tools to assist prospects & clients to solve their financial problems & needs, whether it be simple or complex they walk away understanding the real value of having a good financial advisor Read more

I have been using Astute Financial Planner for over two years now and it has become an invaluable part of my business. It allows me to: send a link to prospects which allows them to provide information about their personal Read more

For the first 15 years of my career, I referred hundreds of clients to various solicitors to get wills and powers of attorney drafted. Whilst we diligently set up referral partners, making it very lucrative for our lawyer friends, I Read more

AstuteWheel has helped me by effectively engaging with clients across all spectrums – young wealth accumulators to pre and post retirees. It has helped us re-engage with existing somewhat disengaged clients to show them the value of more holistic comprehensive Read more

AstuteWheel has helped providing meaningful discussions with new and existing clients at every meeting. The ability to show value-add graphically on the screen with new clients is incredibly powerful. Every meeting I can demonstrate how the advice we provide is Read more

I have started using the goals and scoping tools and find them both to be excellent additions to your software. The goals tool helps me to more efficiently and accurately capture goals and include them in my advice documents. I Read more

Astute really helped me pull it all together as I had to start up a new Financial Planning business. After leaving the corporate world, it has enabled me to engage clients much, much more professionally than any other Financial Planning Read more

I wanted to share some feedback and positive experiences with our continued use of AstuteWheel software within our client onboarding and review process. We have been using AstuteWheel since last year. The convenience of the electronic ‘reverse fact find’, the Read more

AstuteWheel has helped my business by making it easy for our clients to engage us. Astute provides a process that is driven by technology and real client/adviser experience. Gathering client’s goals, objectives, data and how they feel about their financial health Read more

We have been using AstuteWheel in our practice now for about 12 months. From my perspective, as an adviser, I don’t know how we offered holistic financial planning without this tool. From the client’s perspective they understand the process right Read more

I just thought I would pass on my feedback on my experiences in using AstuteWheel software for virtual meetings since the outbreak of COVID-19. I have been using the AstuteWheel financial planning and estate planning tools for many years to Read more

I wanted to share some feedback and positive experiences with our continued use of AstuteWheel software within our client onboarding and review process. We have been using AstuteWheel since last year. The convenience of the electronic ‘reverse fact find’, the Read more

We have been using AstuteWheel in our practice now for about 12 months. From my perspective, as an adviser, I don’t know how we offered holistic financial planning without this tool. From the client’s perspective they understand the process right Read more

I have been using the Astute Wheel for almost 2 years now and find it a fantastic tool to use with all my clients, even the more elderly ones. It is a great way to demonstrate the different key areas Read more

As the Astute Wheel has developed, so has the way we have integrated it into our everyday processes. The very first insurance risk needs analysis I ran through with the Astute Wheel calculator resulted in an insurance recommendation of life, Read more

AstuteWheel has helped my business by vastly streamlining and professionalising a number of functions in my advice process. It makes collection of important client data (before each meeting) a breeze and compliantly stores the client responses. The calculators are fantastic Read more

I have found the engagement process Astute Financial Planner provides very efficient and sorts out the tyre-kickers. It made my practice easy to manage with reviews and new clients. It allowed me to cut back to three days a week Read more

I have been using the AstuteWheel for many years now. Like many, I started using their client facing calculators as a visual aid during my appointments. As the AstuteWheel has developed so has the way we have integrated it into Read more

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 be referring every client to Read more

The biggest challenge that our industry generally faces is that of engaging the uninitiated in a true financial planning conversation. The Astute wheel allows advisers to better structure their initial and ongoing client interactions, quickly highlight areas of concern and 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 Super 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 quickly and succinctly identified for the client the 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 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 offering which services clients’ broader needs and can solve far more complex financial issues Read more

Congratulations on the estate planning tool. Simply brilliant! Read more

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 allows them Read more

AstuteWheel has helped me to quantify and answer the fundamental questions almost all clients want to know, that is: “how’s my retirement income looking and what can I do about it?”. We have embedded the AstuteWheel process to create 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 family tree building 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 in law, I fully appreciate how time consuming 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! 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 perspective rather Read more