New Client Survey
The following Survey will assist us in discovering a little bit more about you. So we can make the best use of our time together, we encourage you to fill in this online questionnaire. By doing so, we can get straight to the good stuff, like talking about your goals and dreams, learning more about you as a person and discussing where we can provide you financial peace of mind.The questionnaire will only take approximately 30 minutes to complete and all responses will be used for Financial Planning purposes only (we will not pass on your details to anyone else). If you are a couple, we have made it possible for you to answer questions jointly or separately - it's your choice.
Client Login Portal
Through the Client Portal our clients are able to access their financial portfolio. To get started, you will be required to enter either your My Portfolio or BankNet username and password. Contact the MAC office and we can help get you started.