Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.What is your biggest financial concern? *Interest Rate ChangesTax ImplicationsLiquidity and Access to FundsFraud & ScamsWhat are your top financial goals for the next 12months? *Reducing DebtBeating InflationIncreasing Passive Income StreamsCapital PreservationAchieving Target ReturnsHow do you currently manage your finances? *DIY InvestingWorking with a Financial AdvisorOnline Financial ToolsOthersOthers (please specify)Building Trust: What factors are most important to you when considering a financial manager? *Fees and CostCommunication StyleProfessional CredentialInvestment PerformanceothersOthers (please specify)Would you embrace a 3 in 1 portfolio that helps you save, invest and access loans?YESNOSelect a Date and Time to schedule for onboarding *Monday: 12pm – 4pmWednesday: 12am -4pmFriday: 12am – 4pmIf previous answer is yes, please pick a date .Full Names *Email *Phone Number *Submit
