Let’s get started!Complete the form below and I will be in touch shortly to set up our Strategy Session. Name * First Name Last Name Email * Phone * (###) ### #### Age range * 20 - 25 25 - 35 35 - 45 45-50 50 - 65 65+ What is your approx. annual income before tax Less than $20k $20k - $39K $40k - $59k $60k - 99k $100k - $149k $150 + I'd prefer not to say Which one best describes your current status Pay down mortgage faster Buy first home Buy an investment property learning how to invest Cashflow management How confident are you at managing your finances Confident Fairly confident Not confident I want to: * Click the option that represents your opinion Use my KiwiSaver for my first home Strongly Disagree Disagree Neutral Agree Strongly Agree Start investing Strongly Disagree Disagree Neutral Agree Strongly Agree Set up kids future fund Strongly Disagree Disagree Neutral Agree Strongly Agree Improve my retirement plan Strongly Disagree Disagree Neutral Agree Strongly Agree What are your goals over the next 1 - 5 years * Thank you for completing the form I can’t wait to book this time in with you. I will be in touch within 24 hours by phone, if I miss you I will follow up with an email. Talk soon!Terri
