Engaging with you in a different way
There has been a shift in how Financial Advisors engage with clients and how clients want to engage with Financial Advisers. Like you, many consumers spend time researching new financial strategies, investment products, and services to gain insights into how these could help them achieve their financial goals before deciding to see a Financial Adviser.
The internet has played a massive role in this shift. Consumers are now very comfortable using technology to search for and receive financial insights and ideas via different devices and platforms 24/7. The hard part is, however, that once the research is done, tying everything together to navigate your way through the many options available to determine the most appropriate path or your circumstances.
This is where the true value of financial benefits a financial adviser comes to the fore. Once the decision is made to see an adviser, the old-fashioned approach usually involves a few visits to the adviser's office, filling out lots of tedious paperwork, and listening to abstract concepts that don't always make sense or relate directly to a client's personal situation. As a result of this old-fashioned approach, many people were put off and didn’t take the next step to seek advice.
This is backed up by recent research By ASIC in their 2019 report Financial Advice: What Consumers Think (REP 627), where they confirmed that almost 41% of people confirmed their intent to get financial advice, but only around 27% of people decided to see a Financial Adviser, with many citing they are put off by factors like high cost, complexity and the perception that "financial advice is complex and only for the Wealthy."
A fresh approach
Based on this and our own experience, we decided to take a fresh approach to make obtaining advice easier and more cost-effective. Through the innovative use of secure technology, we have adopted a system to make getting the advice you need easier and cheaper. Astute Wheel is a new and fresh approach to helping you make sense of your financial position, understand how you are travelling financially, keep track of your financial situation and, once the decision has been made to engage a financial Adviser, making that engagement process simple, painless and more cost-effective than ever before.
About Astute Wheel
Astute Wheel is a secure, easy-to-use engagement tool that allows you to answer a range of questionnaires on your own personal situation to help us quickly understand where you are currently at and how you are travelling financially and assess how you feel against the six key areas of financial well-being. This includes Income management & Budgeting (Making it), Investments & Superannuation (Growing It), Debts & Liabilities (Leveraging it), Risk Management & Insurance (Protecting it) Retirement Planning (Sending it), & Estate Planning (Preserving it).
Astute Wheel can also be used to model different strategies such as good Debt versus Bad Debt, how to pay off your mortgage sooner, where to put excess capital and Invest and what type of investment will provide the best long-term return, it identifies your current tax position, The benefits of gearing (Negative & Positive) and how much money and what income you will have in retirement, the options are truly amazing.
The great thing is that we already have your information in the system, which saves you and us hours of completing boring paper documents and data entry ( we may even save a few trees!), keeping the costs of providing advice to you down.
Access 24/7 all year round
If you decide to become a client, from then on, Astute Wheel will be available 24/7, all year round, for you to update your information, continue to model different scenarios and keep your information up to date. All this is done in a secure and cutting-edge online portal that both you and us, as your Financial Adviser, have access to.
Do you know how financially fit you are? Would a better understanding of your current financial position help you achieve your goals?
In just 15 minutes, you can gain valuable insights by creating your own obligation and cost-free, personalised Astute Wheel that helps you unlock the answers to:
- How do my finances stack up?
- How am I tracking towards my goals?
- How long will my money last?
- Should I own or rent? What is the impact of my current living situation on my net worth?
- What risks should I consider?
- Etc, etc
Click the box below to Start your Astute Wheel questionnaires Now.
