Reviews

Brad Downes, Progressive Financial Planners

“I've had a good look through the new release of the estate planning module and it's fantastic! I ran through my own detailed situation both as a client, then importing the details work email to me and updating the details as the planner. This is a fantastic tool that we are already using with clients thanks again! Job well done guys!”

(Brad Downes. Managing Director. Progressive Financial Planners.)

Janean Hicks - Director MVP Wealth

“Estate planning is going so well. It is all done online-electronically and clients LOVE it. Astute Estate Planner is amazing! Worth the wait. Well done!”

(Janean Hicks - Director MVP Wealth)

Emma Linton Doig, Fortress Financial Solutions

“ This tool allows financial planners to add real value for their clients, by giving them the opportunity to plan the preservation of their estate in a clear, illustrative process.”

“With a background in law, I fully appreciate how time consuming it can be for a solicitor to meet with a client who has never before considered their estate planning. This tool allows financial planners to add real value for their clients, by giving them the opportunity to plan the preservation of their estate in a clear, illustrative process. The clients not only feel confident that they understand their estate and non-estate assets, they are able to present the finalised notes to their solicitor, which saves both parties time and money.”

(Emma Linton Doig, Fortress Financial Solutions)

 
Emma Cunningham, Aventree

“Now it has become a really light-hearted process and the thing that I hear back from my clients afterwards is that it was such a daunting process before.”

“There is a whole lot of relief and the family tree building process is where a lot of that comes to life. I can have the conversation with the client and provide the report to the solicitor so he can take the clients through the documents. And it’s done!”

(Emma Cunningham, Aventree)

 
Matthew Bazzica, Zobel Wealth Management

“What I like most is that it is a simple tool to use to facilitate the estate planning process and easy for a client to understand.”

By them answering the right questions, and by mapping it out, it allows them to see the bigger picture and how everything can be put in place from an estate planning point of view. And how they want their assets to be distributed. We just find the process really easy. And the tool is fantastic and a great way to engage with our clients.”

(Matthew Bazzica, Zobel Wealth Management)


Video Testimonial