Client Satisfaction Survey

We value your opinion and the feedback from the experience you had in using our services. We continually strive to improve our service level and rely heavily on your comments to achieve this.

Personal Information

Survey Questions

Please Note: 1 = Poor and 5 = Excellent.





SuperannuationProperty InvestmentInsuranceTaxWillsManaged FundsFinancial PlanningHome Loans

Over 80% of our population between the ages of 40 yrs and 60 yrs are not in a position to have their home paid off and have enough in Superannuation to be able to have a reasonable retirement.

You have now taken the first steps in assessing your financial situation to ensure that you are not left in the same position. The real question is; how many other family, friends or colleagues do you know that are in the same situation as you or who are not going to be in a position to retire comfortably?

Thank you for your assistance.
We all lead very busy lives and appreciate the time you have taken from your day to complete this survey.


Yes of courseNo Thanks