Financial Planning Client Engagement Software.
Sydney, New South Wales
Joined February 2013
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AstuteWheel named in Wealthtech 100. Fintech Global has announced it's top 100 most innovative providers of digital solutions having a lasting impact on the wealth industry wealthtech100.com
How do you standout from other advisers in Australia? Another article of ours published in RiskAdviser: bit.ly/2lqlrJV
This Thursday we discuss innovation in the advice industry & how we took AW overseas: ow.ly/Xa8L300vPsr
Low invstmnt returns are seeing clients opt out of advice, it's time to talk about your broader service offering. ow.ly/4mIcYI
Financial Planners have had to face so many changes in the last decade, not all planners have been able to keep up. ow.ly/Yv0BS
I'm an adviser in my 30s, should I start my own business? Should I buy an existing one? ow.ly/YuZLB
New education requirements and FoFA rules... What does this mean for older advisers? What's it mean for us all? ow.ly/YuO3t
Advice on re-engaging under FOFA - Wealth Professional TV wealthprofessional.com.au/tv…
Astute Wheel Demonstration
27th February 2013
Gold Coast 10am
Brisbane 3pm
To find out more email [email protected]
Astute Wheel retweeted
Great workshop on demonstrating the value of advice with Hans and Michael from @Astutewheel. Looking fwd to next workshop.
#AdviserEdge
A great day and excellent info thanks Adviser Edge team and all the presenters.
#adviseredge
Check out our website or catch Hans, Michael or Sharon at the Adviser Edge conference - astutewheel.com.au