How confident are you in your savings strategy?
Not confident Somewhat confident Confident Very confident
Do you regularly review your finances?
Never Occasionally Often Always
Are you satisfied with your liquidity?
Not satisfied Somewhat satisfied Satisfied Very satisfied
How important is fund control to you?
Not important Somewhat important Important Very important
Is wealth growth a priority for you?
Not a priority Somewhat a priority A priority Top priority
Would you like to improve these areas?
Yes No Unsure
All set, how can we reach you?
Name
Email
Phone
(Details here)
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