Matt Leech - Incite Wealth


It’s really engaging for my clients and helps them understand exactly what we can do for them, and the best part is, it’s twice as efficient for my business.

“To the Team at Astute Wheel, as I have mentioned before, I was very impressed with your client engagement tool when I first saw it!

Firstly, it articulates what we do as advisers perfectly, and in a way that the clients understand and see value in…

It’s really engaging for my clients and helps them understand exactly what we can do for them, and the best part is, it’s twice as efficient for my business.

Fantastic opportunity for Advisers across Australia & also families taking control of their financial situation.

One client will cover the cost! The first client that I presented the Astute Wheel process to ended up being worth $7,000 in fees easily covering my first year’s subscription.

Thanks again”.

(Matt Leech, Financial Adviser, Incite Wealth, Sydney, NSW)