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What are your top financial goals?

Help us tailor our advice, select the financial goals that are most important to you. Select as many options as required.

Question 1/7

What are your top financial goals?

Grow my wealth

Protect my financial position

Plan for retirement

Manage my finances

Reduce tax

Which stage best describes you?

Question 2/7

Which stage best describes you?

Early career

Peak earning years

Nearing retirement

Retired

Life event – inheritance, sale of property

Do you have other assets to consider?

Question 3/7

Do you have other assets to consider

Investment property

Business ownership

Trusts/SMSF

Other (please specify)

How did you hear (Other)

How would you describe your risk tolerance?

Question 4/7

How would you describe your risk tolerance?

Conservative

Balanced

Growth-focused

Unsure

How involved do you want to be in managing your investments?

Question 5/7

How involved do you want to be in managing your investments?

I want expert guidance and regular updates

I prefer to be hands-on and make decisions together

Do you have a preferred meeting time?

Question 6/7

Do you have a preferred meeting time?

Morning (8:00am – 11am)

Midday (11am – 2pm)

Afternoon (2pm – 5pm)

No preference

How did you hear about Vantage?

Question 7/7

How did you hear about Vantage?

Google search

Email / newsletter

Existing client

Professional referral (accountant, lawyer, broker)

Other (please specify)

How did you hear (Other)

Consent

I consent to being contacted by Vantage Wealth Management regarding my enquiry.