AstuteWheel launches newest Insurance Planner solution

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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 advice to about an hour integrates three FinTech software systems to provide one seamless solution. It includes an online mini fact-find and risk needs analysis […]

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Have more than just a ticket to the game

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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 to Hans Egger, director of Astute Wealth Advice, creators of the AstuteWheel. “The good news is that if an adviser has executed the right social […]

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Stop FoFA’ing around with fee disclosure statements

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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 Financial Advice (FoFA) reforms, because they believe they will lose their currently disengaged, but valuable, clients. “Disengaged clients probably represent between 10 and 30% of […]

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Astute makes financial planning sexy

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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 the launch of the Astute Wealth Advice -­ Client Engagement Platform, Mr Egger said, “Let’s face it, most people do not find financial planning sexy. […]

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