What if I don’t return my questionnaire before my initial meeting?

By May 27, 2016 No Comments

What if I don’t return my questionnaire before my initial meeting?

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If we don’t know anything about you before our initial meeting, we cannot judge whether we can add more value in your circumstances than the fees we will charge you.

So, if you are unable to return this completed questionnaire prior to your meeting, please let us know and we will reschedule your meeting.

About Claire Mackay

I am a financial planner, SMSF expert and company director. I thrive on providing independent, expert financial advice to my wonderful clients. I was recognised as Financial Planner of the Year 2015 and Investment Adviser of the Year 2014. My website is here

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