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Thank you for taking the time to answer these questions thoughtfully. This form helps to clarify your understanding of your finances, what you would prefer and how we should best work with you to improve your financial wellbeing.

First Name
Last Name
E-mail Address
Phone Number
How did you hear about us?If referred, please let us know who referred you
Do you own a business?

What services interest you?

Who is your current accountant?
Why are you unhappy with your current accountant?
Are your payments with the ATO up to date?
When was your last tax return done?
Have you had a recent review of your financial situation?
Are your personal insurances up to date?
Why did you choose to come to The Money Edge?
What outcomes do you want from our relationship with you?
Do you feel that your current financial positions is a reflection of?

Do you have any financial habits that sabotage or compromise your current financial wellbeing?
What might it cost you if you don’t significantly improve your business and financial position? (e.g. cashflow, business operations, health, relationships)
What is your current level of commitment to address the underlying causes of your current financial situation?
What potential obstacles do you foresee, in addressing the lifestyle factors, which are undermining your finances?

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