At Auswide Bank, we understand that everyone is different – which is why we place great importance on meeting your individual needs. We want you to achieve your personal hopes and dreams and help you start building the future you want - whatever that may be. We understand that making the right financial decisions for you can have a huge impact on your future.
 
To ensure our customers have access to appropriate financial advice we have teamed up with our partners Alliance Wealth to create this short survey in order to identify any areas where we may be able to assist you in making sure your financial goals are on track.
 

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* 1. How comfortable are you in understanding what your total financial situation looks like right now?

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* 2. How comfortable are you in knowing you will achieve your short, medium and long term goals?

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* 3. How confident are you in managing your tax effectively?

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* 4. How comfortable are you in your ability to budget and manage your money?

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* 5. How confident are you in knowing that your super will provide you with the lifestyle you want in retirement?

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* 6. How confident are you that your family will still be on track to achieve your family's goals if you had a serious accident, illness or passed away?

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* 7. Are you comfortable that your estate planning (wills, Powers of Attorney) needs are in place and up to date?

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* 8. Are you comfortable in your ability to cope with the stress and worry caused by money problems that may arise?

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* 9. Are you comfortable in knowing which professionals to speak with to get help and advice for your financial and lifestyle needs?

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* 10. How comfortable are you in being able to regularly review all of the above and know whether you're on track now, and where you are headed?

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* 11. If we feel we can provide value to your situation, are you open to being contacted by an Auswide Bank specialist?

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* 12. Please provide your contact details below

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