Enquire Now
Visual Estate Planning tool increases engagement
02 May 2014


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.
  • “ It’s really engaging for my clients and helps them understand exactly what we can do for them, and the best part is, it’s twice as efficient for my business. ”
      Matt Leech, PSK Financial Services

  • “ The insurance calculator has been an excellent tool working with clients - a huge improvement on the ‘back of the envelope’ calculation the client had experienced with a previous adviser.”
      (Robert Reid, RK Financial Planning)
      Read more
  • “ Excellent tool for adviser value proposition and client engagement. Best risk calculator I have seen in 20 years in the business.”
      (Robert Reid, RK Financial Planning)
      Read more