Getting to
know you
Before we meet, we would like to learn more about you — your goals, your financial position, your priorities, and the areas where you would like greater clarity or confidence.
To help with this, we have prepared a questionnaire that asks you to reflect on the six key areas of financial health:
Your answers will help us understand what is most important to you, where you feel confident, and where there may be opportunities to improve or strengthen your financial position.
The questionnaire should take around 15 to 20 minutes to complete. It does not need to be perfect, it is simply a starting point for a more meaningful conversation.
By completing it before our first meeting, we can make better use of our time together and focus the discussion on the things that matter most to you.
We look forward to learning more about your goals and exploring how we may be able to help you move forward with greater confidence.
From there, we follow a clear advice process designed to help you move from uncertainty to structure, strategy and confident decision-making.
Learn more about our Financial Planning Process to understand what to expect after completing the questionnaire and how each stage of the advice journey works.