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Financial Planner Survey Form2022-04-11T11:22:56+10:00

Financial Planner Survey Form

On a scale of 1 to 10 with 1 being the lowest and 10 being the highest how would you rate the quality of the client that you saw? *
On a scale of 1 to 10 with 1 being the lowest and 10 being the highest how likely do you think they are to go ahead with you? *
On a scale of 1 to 10 with 1 being the lowest and 10 being the highest how would you rate the service overall that you have received from us? *
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Refinement Of The Customer Service Departments Decision Making Matrix

We love feedback from our subscribers and while less than 25% of all people who contact us looking for help from a qualified local Financial Planner we have had some consistent feedback from our subscribers that we have just implemented to further refine the decision-making matrix our Customer Services team use to verify and set an appointment with a subscribing Financial Planner.

Keep the feedback coming to us as we believe in the Japanese philosophy of Kaizen – Constant And Never Ending Improvement.

If you have any suggestions we would love to hear from you. Please call 03 86280921 from 9 am to 6 pm Monday to Friday or email us at admin@findfinancialplanners.com.au

If you know a Financial Planner who might benefit from our service that is based in Melbourne, Sydney, Canberra or Perth please refer them to https://www.financialplannerleads.com.au/ as we are currently at capacity in the rest of the country but have limited availability in those 4 cities within 50km of the CBD.

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