Wealth Design Group Client Survey 2019


1. Delivering a Meaningful Service
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We are committed to providing the highest standard of financial advice and service possible. Therefore, we would like your feedback to help deliver a service that works for you.

We value your input and appreciate your time in responding to our questions; the insights gained will be used to enhance our client offering. If there are any questions you do not wish to complete, please skip them.

1. Who is your Financial Adviser?


2. How did you meet your Financial Adviser?


3. How well does your financial adviser meet your expectations?


4. Name three things you expect from your financial adviser


5. Which other members of the team have you had contact with?


6. What is your impression of the Wealth Design team?

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