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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?
Help you plan your transition to retirement without debt
Review your insurance to obtain a better policy or price
Other – please tell us…
In the next 6 months, please tick if additional finance would help you with any of these business decisions.
Expand your product line or services
Expand your team
Upgrade, purchase or relocate your business premises
Introduce new technology and systems
Changeover/upgrade your fleet or other vehicles/assets
Pay your tax debt
Have access to cashflow solutions
Pay your insurance premiums
Refinance existing business debt
Purchase another business
Anything else we can help you with?
What’s your #1 MUST DO finance strategy for you and/or your business in the next 6 months?
Please indicate if you would like our topic sheets on:
Unlocking the secrets to a stellar credit score
Two cool strategies to repay your debt
How to secure working capital for your business
The finance road to your dream car
We are always looking to deliver exceptional service to our clients. Please leave valuable feedback or a testimony regarding our services.
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