Can we help you?

Receiving financial advice should be a part of every persons planning, it can either be very complex or relatively simple depending on your situation.

To be able to assess your situation and determine whether we can provide you with advice we need to gather information via a client questionnaire.

If you would like Advice Direct to assess your situation please proceed to complete our online questionnaire *


 
Before we get started, please tell us your first name? *

 
{{answer_44321984}}, what areas of advice can we help you with?

To help you achieve the things that are most important to you we need to ask you some questions to gain a better understanding of your situation today and the personal and financial goals you have for the future.

Specifically, what areas are you seeking advice on?
(Please note that the more areas you select the broader the scope of advice and may prove difficult to address online, be specific and we can always address more individual goals in the future)

 
Your Lifestyle Goals and Objectives – What’s important to you?

 
Goal 1 - What goal would you like to achieve?

Ok thank you, now to help us understand what your specific goals are and how important they are to you.  Can you please provide us with your specific goals and how quickly you would like to achieve them.

(E.g. Set up life insurance, save for a holiday, purchase a house, boost retirement savings, asset protection)
 
How quickly would you like to achieve your goal of {{answer_44492349}}?

 
Would you like to add another Goal?

     
 
Goal 2 - What goal would you like to achieve?

(eg. Holiday, purchase a house, boost retirement savings, asset protection)
 
How quickly would you like to achieve your goal of {{answer_44492901}}?

 
Would you like to add another Goal?

     
 
Goal 3 - What goal would you like to achieve?

(eg. Holiday, purchase a house, boost retirement savings, asset protection)
 
How quickly would you like to achieve your goal of {{answer_44493036}}?

 
Would you like to add another Goal?

     
 
Goal 4 - What goal would you like to achieve?

(eg. Holiday, purchase a house, boost retirement savings, asset protection)
 
How quickly would you like to achieve your goal of {{answer_44493086}}?

 
Would you like to add another Goal?

     
 
Goal 5 - What goal would you like to achieve?

(eg. Holiday, purchase a house, boost retirement savings, asset protection)
 
How quickly would you like to achieve your goal of {{answer_44493330}}?

 
Ok Great! So we now understand a little better what you are looking for.

Can you now tell us what areas of your current situation you would like to exclude from your advice.


 
Now for some Legal Stuff *

Thanks for making a start, now let's cover off on some Legal Acknowledgements before we progress further.

Please review and accept or decline the following acknowledgement.

The information I will provide in this online form is complete and accurate at the time of completion to the best of my/our knowledge (expect where I/we have indicated that I/we have chosen not to provide information).

I/We understand and acknowledge that by either not fully or accurately completing the online form (which will form part of my Client Profile), any recommendation or advice given by the adviser in these circumstances may be inapproproate to my/our needs and that I/we risk making a financial commitment that may be inappropriate for the needs identified.

Scope of our advice
As agreed
the key areas that I/we require advice on are:

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* Please note, while you may only be seeking advice on certain aspects of your current situation, your adviser will discuss key advice areas that you should consider.

From the key advice area(s) you have specifically requested advice on the following;

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You have specifically requested that your adviser not consider the following areas;

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Where we have not been able to undertake a needs analysis for your current situation because you have not provided all of the information requested; then this lack of complete information limits our ability to provide recommendations that are entirely appropriate to your goals and objectives. Because of this, before acting on this advice, you should consider the appropriateness of our advice with regard to your overall circumstances.

     
WONDERFUL! GREAT START
NOW LET'S CONTINUE

The next set of questions we ask will form part of your personal questionnaire and will be used to formulate the recommendations for your advice.
Next Questionnaire
Thank you for visiting Advice Direct if we can be of assistance in the future please do not hesitate to contact us.
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