- Home »
- Corporate Members
Astute Wheel is an Australian owned fin-tech business providing financial planning software and estate planning tools for financial advisers, accountants and lawyers.
Built by advisers for advisers, AstuteWheel was co-founded by Hans Egger (Certified Financial Planner), Michael Topper (Chartered Accountant) and Andrew Wardle (AFP).
Driven by the belief that financial advisers have an obligation first and foremost to their clients, the AstuteWheel Client Engagement platform succeeds in empowering financial advisers with innovative methods of enhancing their client experience.
Clients are rapidly educated and empowered to make informed financial decisions. Accordingly their perception of value in your advice rises dramatically, which inevitably leads to closer, more enduring client relationships.
Astute Wheel’s online client engagement tools and financial calculators provide a technological improvement to an adviser’s existing process. So the outcome for advisers, regardless of age or experience, is the delivery of better advice, to more clients.
The assets we manage represent more than shares in a portfolio. That money represents the savings, sacrifice, and …
Bringing together leading providers in the financial services sector. With over 20 years of experience and expertise in …
We are an Australian company dedicated to developing retirement products to meet the unique needs of Australian retirees. We …
Franklin Templeton has been partnering with clients in Australia since 1987, and we are proud of the heritage …
North is one of the largest wrap platforms in Australia. With deep experience and understanding of the advice …
Founded in 2014, Capital Preferences is an independently owned decision science technology and research firm created by globally …