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Everything from Astute Wealth Advice

AstuteWheel celebrates 11th anniversary with launch of AstuteWheel 4.0

From Astute Wealth Advice

AstuteWheel Managing Director, Hans Egger, says the goal when AstuteWheel was first launched in 2012 was to deliver an online program that makes advice practices become more efficient and compliant

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24 May 2023

AstuteWheel launches newest Insurance Planner solution

From Astute Wealth Advice

AstuteWheel has launched its latest fintech solution, Astute Insurance Planner, which enables advisers to provide better risk advice more efficiently. The solution, which reduces the time taken to prepare risk

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02 Jul 2018

Have more than just a ticket to the game

From Astute Wealth Advice

Social media marketing may be helping consumers find and research financial advisers but in the age of digital media, an online presence is just a ticket to the game, according

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08 Nov 2013

Stop FoFA’ing around with fee disclosure statements

From Astute Wealth Advice

Many advisers may be living in fear of sending out a fee disclosure statement (FDS) to their client base over the next 12 months, as required by the Future of

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17 Sep 2013

Astute makes financial planning sexy

From Astute Wealth Advice

Client engagement and consistent processes are the key to a successful and thriving financial planning business in the post FoFA world says Astute Wealth Advice director, Hans Egger. Speaking at

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08 Jun 2012

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]