1. Do you currently make use of a broker or financial planner?

Please select the most appropriate optionPlease select the most appropriate optionYes - a financial planner oversees my full portfolioI use a financial planner or broker for some of my productsNo - I deal directly with insurers and manage everything myselfOther

2. Do you believe a broker or financial planner adds value to your financial planning?

Select the option that best reflects your experienceSelect the option that best reflects your experienceYes - I have seen clear value in working with a financial plannerI’m unsure of the role they play or how they add valueNo - I prefer to manage my own financial planning without assistanceOther

3. In your opinion, which of the following is your most important financial focus right now?

Choose the option that applies most to youChoose the option that applies most to youShort-term insurance to protect my possessionsEstate planning and providing for my family in case of death or disabilitySaving and investing for retirementReducing or repaying debtOther

4. What is your age bracket?

Choose the option that applies most to youChoose the option that applies most to youUnder 30Between 30 and 50Over 50I prefer not to say

5. What is your preferred method of communication when engaging with a service provider?

Choose the option that applies most to youChoose the option that applies most to youEmailTelephone callWhatsAppNo preference

6. Do you want an advisor of Innofin Financial Solutions to contact you?

Choose your preferenceChoose your preferenceYes PleaseNo Thank You

7. Please provide us with your information:

Full Name *

Contact Number *

Email Address *