Client Feedback - Shaping your financial future

Shaping your financial future

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We appreciate your feedback.

1. My greatest concerns with regards to my finances are... *

Minimising Tax Having adequate protection/insurance in place Planning for retirement Ensuring I have a succession plan in place for my business Investing Budgeting

Comments: *

2. My adviser found suitable solutions to suit my needs. *

Strongly Agree Agree Neutral Disagree Strongly Disagree

Comments: *

3. My adviser was knowledgeable about the product solutions I was interested in. *

Strongly Agree Agree Neutral Disagree Strongly Disagree

Comments: *

4. The strategy document (financial plan) I was presented with was clear and consise and provided all the info I needed. *

Strongly Agree Agree Neutral Disagree Strongly Disagree

Comments: *

5. I am happy with the advice and product solutions recommended. *

Strongly Agree Agree Neutral Disagree Strongly Disagree

Comments: *

6. I am happy with the service I received from my adviser. *

Strongly Agree Agree Neutral Disagree Strongly Disagree

Comments: *

7. I would be happy to refer my adviser to my friends, family and/or associates. *

Yes No

I would like to refer the following clients (Please leave name, Phone Number, and e-mail). *

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