In order for us to do our job as Financial Advisers, we need to know about your lifestyle, spending habits and financials. Each person is at a different stage in their life with different goals and different needs; we understand that no two people are the same, and that’s why the information gathering part of our job is so important!
For us to give you the right advice, we need the right knowledge, and these financial tools provide us with the quality information we need prior to our meeting. Knowing your financial situation, main concerns and priorities beforehand means we are well prepared as we discuss getting you where you want to go. And ultimately, it allows you to get more out of our meeting.
If you’re a new client, this short 5 Minute Health Check and About You questionnaire will help us to better understand (and meet) your goals and objectives.
If you’re an existing client with a change in circumstance, the Review Your Changes questionnaire will help us to update your current plan accordingly.
Both our existing and new clients may find our informational videos informative.
Complete the appropriate option below and we'll be in touch with you shortly.
*Please note, you will be directed to an external site to complete these questionnaires.