Welcome to MAC Financial

Welcome to MAC Financial and thank you for expressing interest in meeting with us, we trust that it will be a valuable investment of your time.

The following Survey will assist us in discovering a little bit more about you! So we can make best use of our time together, we encourage you to fill in this online questionnaire. By doing so we can get straight to the good stuff, like talking about your goals and dreams, learning more about you as a person and discussing where we can provide you financial peace of mind.

The questionnaire will only take approximately 30 minutes to complete and all responses will be used for Financial Planning purposes only (ie we will not pass on your details to anyone else). If you are a couple, we have made it possible for you to answer questions jointly or separately - it's your choice!

Please note that we require you to submit your questionnaire at least 48hrs prior to your appointment to confirm your booking. If we have not received your responses 48 hrs before we will call you to make another appointment time.

If you have any questions about this questionnaire, MAC Financial or your privacy please call us on 03 5222 6557 or email client.services@macfinancialadvice.com.au

 

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