Pre-appointment Questionnaire |
Your details
| 17% |
Whether you’re looking to change the world or want more time to spend with your family; we believe it is our purpose to support you to live a life that you love, that you are truly passionate about and one that embraces everything that is important to you.
We believe in abundance and that there is more than enough of the good stuff to go around for everyone, and we want to share this with you. It starts from the inside and transpires into the external results we achieve.
Our support team of financial planners, accountants, solicitors and personal coaches can help you with most of the technical foundations of life and business, but for you to get the most out of your initial meeting we’d really appreciate your support to help us understand your current position and what it means to be supported by us - if you decide to engage our services.
We understand that your time, like ours, is limited so before we meet with any potential new client we ask that you take the time to complete the details below. On receipt of the completed form, one of our Financial Planning team will phone you to go into further details regarding your answers. If at this stage it is agreed there is value in meeting face to face, an appointment time will be scheduled. This meeting is estimated to take 40 - 60 minutes, and unless advised in advance, is a complimentary meeting.
We believe in abundance and that there is more than enough of the good stuff to go around for everyone, and we want to share this with you. It starts from the inside and transpires into the external results we achieve.
Our support team of financial planners, accountants, solicitors and personal coaches can help you with most of the technical foundations of life and business, but for you to get the most out of your initial meeting we’d really appreciate your support to help us understand your current position and what it means to be supported by us - if you decide to engage our services.
We understand that your time, like ours, is limited so before we meet with any potential new client we ask that you take the time to complete the details below. On receipt of the completed form, one of our Financial Planning team will phone you to go into further details regarding your answers. If at this stage it is agreed there is value in meeting face to face, an appointment time will be scheduled. This meeting is estimated to take 40 - 60 minutes, and unless advised in advance, is a complimentary meeting.
We look forward to speaking with you further on receipt of your questionnaire.
Thank you in advance
The Rethink team
Thank you in advance
The Rethink team