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Survey for potential new clients

What is your name?
What is your email address?
What type of structure do you have?
Please select the most appropriate if multiple are relevant
When did you lodge your last income tax return(s)
Please let us know the year ended 30 June YYYY
How do you prefer to communicate with your accountant?
Have you reviewed your financial plan in the last 2 years?
When did you last obtain help from a financial planner?
Will you require car finance in the next 12 months?
Will you require equipment finance in the next 12 months?
Will you require home or investment property finance in the next 12 months?
Progress: 0%

Contact us...

Office Location
1 Nareen Parade,
North Narrabeen NSW 2101,

Phone: 02 9970 5267

...or make an appointment

If you would like to meet with one of our team to discuss your financial needs, please feel free to book an appointment with us.

Book your appointment