Ideal Client Questionnaire

Can your attitude be described as:

  • Has a positive outlook on life
  • Has a strong desire to improve your financial position and ready to make steps required
  • Recognizes the power of having and implementing a comprehensive written financial plan
  • Feels a sense of responsibility about planning for the future
  • Recognizes the power of having accountant and financial adviser under one roof
  • Prefers an ongoing relationship with a fee-only, independent advisor

If all as above ‘yes’ – you are a perfect fit for our partnership working on your wealth plan.

There is no cost for an initial meeting with SMART team for financial planning or tax services. We do ask that you complete the Client Information Sheet and e-mail it back to us.