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.

1

Financial Review

Complete Questionnaire

2

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.

View PDF

Contact Us

    Collection & Use of Personal Information

    By submitting your data, you are providing us with some level of personal information. This information is not stored on our website database. However, in order to respond to your enquiry, your data is emailed to our website email address where it is saved. Additionally, we may use your contact details to send you marketing material in the future. You may unsubscribe from any emails you receive following our first reply. We do not pass your data on to any third parties.