Client Intake Survey – Funding Options · PGFS Financial Advisors

(For preview only. Not shown to clients.)

Date

Who are you engaging with today?*

Who specifically? (if applicable)

Funding Options: Dom, Cathy, Giorgia · PGFS: Sab, Gregg, Gary · Zappia: no name needed

Your full name*

Date of Birth*

Email*

Phone

We'll only use this to follow up about your request.

Preferred contact method

Which services are you interested in today?*

Mortgage (Funding Options) Financial Planning (PGFS Financial Advisors) Accounting (Zappia)

Tick all that apply. Additional questions will appear below based on your choices.

Mortgage – Funding Options

Funding Options helps clients review their loans and explore better rates and features. We can also provide a complimentary property value estimate.

When did you last review your home loan?

Would you like a complimentary home loan review?

Interested in an updated property valuation & equity check?

Are you interested in an investment property?

Notes (optional)

Financial Planning – PGFS Financial Advisors

PGFS Financial Advisors can help with your overall financial strategy, investments, superannuation and insurance.

Would you like to book an appointment with PGFS Financial Advisors to discuss your financial overview?*

Preferred timing*

Would you like to map out a plan to retirement?*

Would you like to have your super reviewed?*

Would you like to review your insurance (e.g., income protection)?*

Would you like to be contacted to discuss the requirements you’ve noted?*

Notes (optional)

Accounting – Zappia Accountants

Our accounting team can assist with personal and business tax, BAS, bookkeeping, and structuring.

Would you like to know more about our accounting services?*

Would you like to organise an appointment with an accountant?*

Would you like to be contacted to discuss accounting needs?*

Notes (optional)

Anything else we should know?

I agree to be contacted about my requests. Email me a copy of my responses.