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Valued client satisfaction survey

Now that your financial planning strategies have been implemented, we would like to take a moment to ask for your feedback on your experience.






1: A lot less confident2: A little less unconfident3: About the same as before4: A little more confident5: A lot more confident


1: Very low quality2: Somewhat low quality3: Average quality4: Somewhat high quality5: Very high quality


1: Very helpful2: Somewhat helpful3: Moderately helpful4: Somewhat helpful5: Very helpful


1: They don't at all2: Not well3: Moderate4: Mostly well5: Very well


1: A lot worse2: Somewhat worse3: About the same4: Somewhat better5: A lot better




Holistic strategic financial planningPersonal insuranceLending (home and investment)Estate planningCentrelink support


1: Very unsatisfied2: Somewhat unsatisfied3: Neither satisfied or unsatisfied4: Somewhat satisfied5: Very satisfied


1: Very unlikely2: Somewhat unlikely3: Somewhat likely4: Very likely





Long hot summer days have been a cornerstone of this summer. With just a few short days left until the kids go back to school, be sure to steal some lazy time to soak up the summer warmth. ... See MoreSee Less

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