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We appreciate your feedback.
1. My greatest concerns with regards to my finances are...
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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:
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2. My adviser found suitable solutions to suit my needs.
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Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
Comments:
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3. My adviser was knowledgeable about the product solutions I was interested in.
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Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
Comments:
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4. The strategy document (financial plan) I was presented with was clear and consise and provided all the info I needed.
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Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
Comments:
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5. I am happy with the advice and product solutions recommended.
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Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
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6. I am happy with the service I received from my adviser.
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Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
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7. I would be happy to refer my adviser to my friends, family and/or associates.
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Yes
No
I would like to refer the following clients (Please leave name, Phone Number, and e-mail).
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