What do you want from a financial adviser?
I'd like to get an understanding of what is important to you.
Email address *
Name and Surname
Your answer
Do you feel a financial adviser should help you with monthly personal budgeting?
How frequently would you like your adviser to contact you via phone?
How frequently would you like your adviser to contact you via email?
How frequently would you like your adviser to contact you via electronic newsletter?
How important is it to you, that your adviser interacts with you via digital means?
Not Important
Very Important
Would you be happy to interact with your client using?
In terms of travelling to meet with your adviser...
What are the three words that come to mind when I say the words ‘investment performance’ ?
Your answer
What is your most important financial planning concern that you'd like an adviser to ask you about?
Your answer
What do you most want out of your relationship with your financial adviser?
Your answer
Who do you think is the person in your life most responsible for influencing your present attitude towards your money?
Your answer
How do you make your important investment and financial decisions?
Your answer
What changes do you expect in the future in your finances that you wish to plan for?
Your answer
How do you envision your life 1 year from now? 5 years from now?
Your answer
Is your outlook generally optimistic or pessimistic concerning the future?
Your answer
What are your most important non-financial concerns and objectives right now?
Your answer
What are the keys to making the financial advising relationship successful for you?
Your answer
What would you like to accomplish through financial planning?
Your answer
Have you ever worked with a financial advisor before? If yes, what was your experience?
Your answer
Do you see financial advisers as sales people from companies or professionals dispensing advice?
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