As part of our comprehensive financial planning process, we like to take some time at the beginning to get to know you a little bit better. It is important that we understand your goals and objectives, but also your current financial position. We also want to understand your risk profile and previous investment experience.

With that in mind, we would ask that you complete these 2 questionnaires, which should take approximately 30 minutes.
All information is securely stored and confidentiality is guaranteed.


Financial Review

Complete Questionnaire


Expenses Review

Complete Questionnaire

Investwise Financial report - benefits of financial planning

"Being rich is having money, being wealthy is having time"

Money is not the end goal but the freedom and possibilities it can bring.

Check out the Investwise Financial Planning Impact Report here.

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