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You are invited to participate in this confidential survey because you are seeking financial advice. The adviser you are about to see has volunteered to participate in this survey by asking for potential clients to complete this questionnaire before they get financial advice. You are under no obligation to complete this survey and it is not linked in any way to your potential adviser 


Please understand that there are no right answers in this questionnaire - we are looking only for your opinions.


We appreciate your involvement in this survey. It should take between 10-15 minutes to complete and will assist in developing a better understanding of the financial advice needs of Australians.


In this survey we are looking for individual responses. If you are a member of a couple please complete the survey separately from each other


The survey is completely anonymous and your responses will not be identifiable or available to your financial adviser.


Please click the link below to commence the survey.  

What is your age?

What is your gender?

What is your relationship status?

What is the highest level of formal education you attained?

What is your best estimate of your total household income?

How would you describe your residential status?