ASTUTE PLANNING SERVICES
Benefit from our collective wisdom, so you can devote more time and energy to support your clients.
ABOUT US
Astute Planning Services is a privately owned and operated organisation, which means we are not owned by a bank, fund manager or financial institution. This allows the group to offer tailored and flexible solutions to our network of financial advisers.
We focus on you, providing you with support and resources conducive to business growth. We understand that no business is the same. With in-house, backroom operational support, Astute advisers enjoy many of the support services ordinarily associated with large institutional dealer groups.
As the financial advisory profession becomes increasingly competitive, financial advisers need to ensure they are providing genuine value. This is where we can help. Our team is focused on your success.
OUR SERVICES
SUPPORT
Insight’s in-house knowledge, systems and culture, paired with independent external advice and product management, enables you to make better choices in every area of your business.
TECHNOLOGY
Using our technology systems and tools, you’ll be able to quickly prepare safe, high quality, client friendly advice documents. Systems are continually improved based on the feedback of practitioners to ensure they are functional, user friendly and adding value.
COMMUNICATION
Now more then ever, communication is a crucial part of operating a successful business. At Insight we use a number of different communication tools to ensure you always have the latest information.
Alongside our skilled partners, we can also work with you to improve the value of communication within your own organisation to your clients.