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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

Please tell us how we can help you achieve your property and finance goals in the next 6 months.
Review your finance options when your low interest rate ends soon
Consolidate your debt to reduce your combined monthly payments
Refinance to a lower interest rate
Help you buy your first home/investment property
Help your adult children buy their first home/investment property
Help you expand your investment property portfolio
Purchase a property in your SMSF
Refinance your SMSF loan
You’re thinking about buying a new car. How is the best way to finance it?
Review your insurance to obtain a better policy or price
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Other – please tell us…

We have many great connections in the finance industry. Please tick if we can introduce you to:
a great accountant who understands tax minimisation and property investment strategies
a good adviser who can help with wealth creation
an experienced buyers’ advocate or real estate agent to help you find a property
an insurance professional who can save money on your premiums
a good conveyancer who is reasonably priced
What’s your #1 MUST DO finance strategy in the next 6 months?
Please indicate if you would like our topic sheets on:
Navigating the costs of buying and selling property
8 top tips to improve your finances
Unlocking the secrets to a stellar credit score
Two cool strategies to repay your debt
We are always looking to deliver exceptional service. Please leave valuable feedback or a testimony regarding our services.

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