How did we do? Client FeedBack Your opinion counts. Honest feedback helps us to ensure we are meeting your needs. How did we do? How satisfied are you with our service, so far? Handling your financial affairs without mistake and promptly resolving any issues which arose? star star_full 1 Star star star_full 2 Stars star star_full 3 Stars star star_full 4 Stars star star_full 5 Stars In helping to ensure that you understand the financial services we have implemented for you? star star_full 1 Star star star_full 2 Stars star star_full 3 Stars star star_full 4 Stars star star_full 5 Stars Being honest with you and dealing with your affairs in a professional and confidential manner star star_full 1 Star star star_full 2 Stars star star_full 3 Stars star star_full 4 Stars star star_full 5 Stars Being available when you needed us to discuss your financial affairs? star star_full 1 Star star star_full 2 Stars star star_full 3 Stars star star_full 4 Stars star star_full 5 Stars In making you feel like a valued client? star star_full 1 Star star star_full 2 Stars star star_full 3 Stars star star_full 4 Stars star star_full 5 Stars Keeping you informed throughout the process star star_full 1 Star star star_full 2 Stars star star_full 3 Stars star star_full 4 Stars star star_full 5 Stars What did we do well/How can we do better? Please tell us in your opinion what you think we did well and how we could improve? What did we do well? Is there anything you think we did particularly well and which stands out for you in our work with you so far? What didn't we do so well? Is there anything we did or didn't do which you felt could be done better or which we should be doing to improve our service to you. Going forward Please provide some feedback on what you would like from us How regularly would you like to hear from us? Monthly Quarterly Semi-Annually Yearly OtherOther Which of the following areas are you interested in learning more about? Investments Retirement Planning and KiwiSaver Financial Security (Life, health and disability insurance) Property investment Estate planning (wills and trusts) Mortgage planning Would you be happy recommending our services to friends or relatives? Yes No Recommendations Is there anyone who you would like to recommend us to who could benefits from our services at this time?We can help with debt management, mortgages, investment property financing, retirement planning, Kiwisaver and insurance. First Name Last Name Email Address Phone # plus1 Add minus1 Remove Testimonials We welcome testimonials from clients who would like to recommend our services. Would you be prepared to provide a testimonial that we can use on our website? Yes No May be but please contact me Please type or copy and paste your testimonial here? If you would like to provide a testimonial which we can use on our website, please put it here. Are you happy for us to include your real name on the testimonial? Yes No Your Details Please provide your name and email so that we can verify the legitimacy of this feedback. We will not contact you. Your Name * Your Email Address * Please enter your email address reCAPTCHA
