Matt Hern - Financial Education and Advice

What Financial Decisions Occupy Your Mind?

I estimate it may take 4 to 7 minutes to complete the questions. Thank you in advance for sharing that time with me.

As a sign of my gratitude I offer you free access to the upcoming FAQ Webinar. Full details are provided after you submit your answers.

If you want to stop part way through that's fine - please just submit as many anwers as you completed. None of the questions are mandatory.

In regard to the way you manage (use & grow) your money once you’ve earned it:

1. What financial related decisions are most on your mind?

(For example: How will I afford children's education; Where should I invest my savings? When will I ever be able to retire?)

2. In general how much time would you spend thinking about such decisions?

Daily on my mind
Few times a week
Once or twice a month
Every few months
Other:

3. If the decisions could be made clear by speaking to a professional about it would you do that?

Yes No Maybe

4a. Do you have an existing financial advisory relationship? (This question determines the wording of the next question)

Yes No

Thanks a lot for getting this far. You've nailed the meaty questions.
There are only three more quicker questions and two demographic questions on the final page.

5. What OTHER concerns about your money and financial situation sit in the back of your mind, perhaps nagging at your sub-conscious?

6. Let’s assume now that many financial decisions could fall into one of these five overall categories. For the decisions on your mind now please select the three most important categories:

Earning more money from my job
Saving up for important things
Investing for wealth creation
Protecting my money and lifestyle
Planning to achieve financial and lifestyle goals

7. What financial decisions do you want to learn how to make by yourself?

Thank you, you're almost finished.

Finally two demographic questions about you please

8. What age are you now?

years

9. Which life stage most closely describes you now?

Full details how to receive my gift of thanks to you are on the next page once you anonymously submit your answers.

Matt Hern With thanks

Matt Hern
Certified Financial Planner

Home | Terms of Use | Privacy Policy | Search This Site

Matt Hern trades as FINDRE
(Empowered Wealth Pty Ltd t/as)
ABN: 21 592 525 720

Phone: 08 9467 7320, Fax: 08 9463 7848
PO Box 259, Bull Creek, Perth, Western Australia 6149, Australia
Website: www.MattHern.com.au Blog: www.Money-Guide.com.au

Add to Favourites

Please note that the information and resources on and accessed from this site are general information only and not personal advice. Please read the Terms of Use before using this website.

Matt Hern is an Authorised Representative of Sentry Financial Services Pty Ltd (AFSL 286786).

CFP® and CERTIFIED FINANCIAL PLANNER™ are marks owned outside the U.S. by Financial Planning Standards Board Ltd and used by the FPA in Australia under licence.

Three times awarded as one of Australia's Top 50 Financial Advisors