The strategy engine behind
your advice.
Vesta takes a client's full financial position and works out which strategies actually apply to them — with the dollar impact, the deadline, and the reasoning behind every one. You keep the licence and the client relationship. Vesta does the modelling.
34 strategies, assessed against the actual client
Tax, super, debt, property, protection, estate. Every strategy is a deterministic rule — it either applies to this client or it doesn't, and Vesta shows you the reason and the figures either way.
Sequenced into a plan, not a list
Selected strategies are ordered by deadline and dependency: what must happen before 30 June, what's leaking money now, what waits for a property settlement.
Every number traceable
Download an Excel workbook with live formulas seeded from the client's own data, and reconcile it line by line against the engine. Nothing is a black box.
Your letterhead, not ours
Export the plan as a client-ready document under your firm's name, adviser, and AFSL. Vesta is the engine behind your advice — you remain the licensee.
Vesta produces general financial information and modelling — it is a tool for licensed professionals, not a replacement for them. The adviser holds the AFSL, reviews the output, and gives the advice. Every figure is traceable to its inputs and to the legislation it was calculated under.