Pre-Appointment Questions
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Name *
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To what level do the following feature in your vision of financial success?
Nil
Low
Mid
High
Renos
International Travel
Domestic Travel
Home Upgrade
Standard Car Upgrade
Luxury Car
Feeling good about my financial future
Retire Early
Maintain Lifestyle in Retirement
Increase time with family
Save Money Easier
Spend Extended Time Overseas
Private Education for the Kids
Gift to the Kids (wedding/first car)
Philanthropy/Donations
Reduce Financial Stress
Pay off my Home Loan Faster
Experience an Iconic Sporting Event
Reduce how much tax I pay
Improve my health
Increase my education
Leave a legacy/Inheritance
Clear selection
Is there anything else that you would like to include?
How confident are you about achieving financial success *
No Confidence
Absolute Confidence
My preference is to take an audio recording of our meeting - so I can review our discussion when creating a financial plan and reduce the time it takes after the appointment to document our discussion.  Are you comfortable with me taking an audio recording of the meeting? *
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