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Questionnaire

Questionnaire

Whether your affairs appear simple or you’re an investor, business owner or retiree there are simple strategies that can make a big difference to your life.  Our skill is in understanding and identifying the right strategies for you.  We even help Accountants in Commerce with their strategies!  Can we help you?

Please click on the link below to download our questionnaire.  It’s a word document which we find more flexible and easier to use than Web Forms because you can write what you want quite flexibly.  This allows us to efficiently understand your situation and provide effective advice and strategies appropriate to you.  What’s your ten-year plan?  How much will you be worth in ten years and what can you do to improve on this?

Client Information Questionnaire

Click on the link above for the questionnaire and email the completed questionnaire to info@sondergaard.com.au and we’ll get back to you within one working day.

Do you want to contact us via Skype?

All our accountants are on Skype – just insert their email address in your skype – invite a connection and they will add you to their Skype contacts and skype you.

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