Read about our satisfied customer experiences

Investment Strategists

We incorporated Instead into Investment Strategists from it’s launch. We have come to depend on Instead as an integral tool
in our business. We have built our processes and client service offering around the capabilities of this innovative system

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D Rodwell Pty Ltd Accountants and Business Advisors

My practice specialises in self managed superannuation fund (SMSF) audits and has been involved in using Instead since it was
first launched 6 years ago. I have worked in small to large accounting practices for over 25 years. My experience includes
business and self managed superannuation fund audits.  I have been conducting my own practice for the last 11 years.

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Financial Affairs

I have worked as a financial planner for over a decade in accounting, stockbroking and planning environments, and have used
a number of different software applications designed for planners, however Instead is the first application that has comprehensively
met my requirements as a planner, and has done so in a user friendly manner.

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