Step 1 of 2 50% 1. Are you planning for any of the following in the next 12 months?* Buying a new home Downsizing Upsizing Investing Estate planning in the event of my passing 2. Are you maximising your tax deductions?* I have the best strategies in place I need some advice 3. In the next year, will you be funding any large expense(s)?* Select All Kids’ schooling (ie, day care fees, private school, tertiary) Engagement/wedding Holiday Deposit for a house A new car Renovations/maintenance and repairs 4. About your super* I have a few super accounts but don’t know which one is best I think I have some lost super I would like one fund for my partner and myself Is an SMSF right for me? I want to know how much to or how to maximise my super contributions I know nothing about super and need help 5. Please tell us about your personal risk insurances* I don’t have any/enough – Time for a review? I’m not sure if my premium is cost competitive I’m not confident my policy is still suited to my situation I don’t know if I have enough/too much cover Please leave some constructive feedback or an awesome testimony about our services.*Topic sheets* Mistakes to avoid when writing a will Why investors don’t like low cash rates The lifestyle you have could disappear overnight No, it is not your salary that makes you rich Designers, below disclaimer is only for landing page* Disclaimer: If we do not provide the following services included in the above survey we are happy to introduce you to our preferred service providers.