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Thank you for your interest in entering our competition.

By completing the following survey questions we gain valuable insights to deliver the best possible support and services to you, your family and friends. Just so we can help you best, please only complete the survey questions if they are relevant to you. If you enter again, only tick those questions if your circumstances have changed. Thank you

Would you like us to provide a quote on any of the following insurance products to see if we can save you on your premiums?
Income protection
Life insurance
Total and permanent disability
Trauma cover
Child cover
If you were to find out you or your spouse could not work for an extended period of time (> 3 months) due to an accident or illness, what would be your top 3 biggest concerns?
How will I pay the mortgage?
Will my insurance cover it?
When I recover will I be re-employable?
After recovery what happens if I cannot return to my previous industry/profession?
What financial decisions will you be facing in the next 6 months?

Reviewing my finance options when my low fixed interest rate finishes. My interest rate rolls off in (mm/yy):

Exploring my options to refinance
Exploring my options to consolidate my debt, including my home loan
Reviewing my SMSF loan
How to use the equity in my home wisely to buy an investment property
How to finance my first home
How to help my adult children finance their first property
Understanding how the parental guarantee works and if it could be risky
The best way to finance a new car
In the next 6 months are you considering any of the following?
Moving to a new location
Upsizing
Downsizing
Renovating
Buying my first property
My kids are buying their first property
Starting or expanding your investment property portfolio
Using a buyers’ agent to help you find/sell your next property
In the next 6 months are you planning on purchasing any of the following?
New vehicles for family or business
Plant and equipment for your business
Property – inside or outside SMSF
Please indicate if you would like our topic sheets on:
Ditch the credit card and increase your borrowing capacity
Are you cautious or optimistic?
Are late payments a problem for your small business?
How to ensure you are paid on time.
We are always looking to deliver exceptional service to our clients. Please leave valuable feedback or a testimony regarding our services.
Eligibility

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