Because we know your time is precious … and because we also want you to get the most out of the meeting … we’ve prepared just two ‘quick-and-easy’ questionnaires:
- The first one is a ‘5-Minute Financial Health Check’ to determine your financial priorities.
- The second one is our ‘About You Questionnaire‘. This will take no more than 15 minutes.
It will enable you to provide key information and explain your current financial position.
By the way, you should also read the Financial Services Guide Part 1 & Part 2 as it contains important information about us and our business.