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Client Survey Form
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2021-08-10T06:49:17+10:00
Can You Help Us Do Better?
We are a premium service and want to help you and others better in future. What can we do differently?
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What best describes the reason(s) you cancelled?
Cancellation Reasons
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Someone (Friend/ Accountant etc) referred me to someone else
Got the answer to my question and don't need to see a planner now.
The Financial Planner is too far away
Don't like the financial planner you allocated to me
I have changed my mind (Please explain what changed in comments)
Dont like Find Financial Planner's Processes (Please explain in the comments what we need to do differently)
A different reason (Explain in the box)
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