Before joining the financial planning industry Hans Egger gained valuable experience as a Management Consultant with Price Waterhouse Urwick and as National Marketing Manager for Australian Associated Press (AAP) in its Information Services and Financial Services departments.
It was his role at AAP, developing new markets for distribution via the Internet, that would later open his eyes to the possibilities of web based interactive information and efficiencies.
Hans became a financial planner in 1998, starting his own practice in 2001. Over 14 year he built this practice into a successful business based in North Sydney and then sold it to concentrate on the growing AstuteWheel business. Hans remains active in the financial planning business.
Recognising a gap in the tools available to him to effectively engage with his clients for initial meetings and review meeting,s Hans, in conjunction with financial services marketing executive, Michael Topper and financial planner Andrew Wardle developed the ground-breaking online client engagement platform, The AstuteWheel.
Hans holds a Bachelor of Business (Marketing), the Graduate Diploma in Applied Finance, the Graduate Diploma in Financial Planning and Certificate IV in Mortgage Lending. He is a Certified Financial Planner (CFP) and is a current member of the FPA, AFA and FINSIA.
Hans is currently studying the Doctorate of Business Administration
Other interesting information about Hans:
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In 1992/93, he drove a Land Rover west to east across Africa
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He walked the Kokoda Track in 2007
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He and wife Ann-Marie were active patrolling members of Killcare Surf club for 7 years
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He was a Lieutenant in the Australian Army Reserve
Recent News
09 June 2016
Leading client engagement platform AstuteWheel today launched Astute Estate Planner at a media event hosted at fintech hub Stone & Chalk.
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09 June 2016
Adviser platform AstuteWheel has launched its Astute Estate Planner service, which enables rapid implementation of the estate planning process.
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10 June 2016
Financial technology firm Astute Wheel has launched an estate-planning solution aimed at removing friction from advisers’ interactions with clients and providing them with a tangible estate plan tool.
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10 June 2016
Fintech company AstuteWheel has released a stand-alone software tool that will enable advisers to facilitate their component of the estate planning process in under one hour.
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07 April 2014
Financial services firm Astute Wealth has developed a series of estate planning solutions that allow financial advisers to provide clients with a tangible estate plan.
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14 April 2014
Financial planners can now provide clients with a tangible estate plan in the time it takes to deliver a client review, according to Hans Egger, co-creator of the AstuteWheel Estate Planning suite of tools.
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06 May 2014
Many financial planners put estate planning in the “too hard basket” and simply tell their clients to put a will or a power of attorney in place, says the co-creator of a client engagement platform.
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11 January 2017
By introducing estate planning to your offering, you can add value to the client discussion process in a way an insurance provider simply can't.
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15 June 2015
The kids have all finished school, the mortgage paid off, there’s plenty of money in the super fund and your client is either approaching retirement or already retired. As Financial Planners, over many years we have provided them financial guidance and they pay us well – these are the clients we love!
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15 June 2015
Estate Planning is, in many cases, treated by financial planners as an afterthought… a couple of questions about whether the client has a Will or Power of Attorney and if not, then a cut and paste addition to the SOA advising the client to see a solicitor and get the documents in place. This pointless exercise is repeated year after year and apparently makes us compliant. It adds little to the client /planner relationship and it is usually deemed all too hard and not particularly lucrative.
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01 February 2017
What currently sets you apart from every other financial planner in Australia? If your answer is “probably not that much”, it’s time you consider facilitating estate planning.
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10 June 2016
Client engagement platform, AstuteWheel, has launched its Astute Estate Planner at a media event at Sydney fintech hub, Stone & Chalk.
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02 May 2014
On this week’s Wealth Professional TV, Hans Egger, founder and creator of the Astute Wheel explains how new software will help engage clients with the importance of the estate planning process.
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22 June 2016
Risk advisers are facing multiple threats to their businesses. Numerous industry reviews have led to lower upfront revenue, clawback provisions and increased education requirements. Competition from the direct market is also affecting the risk adviser’s bottom line and many may be considering leaving the industry.
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