Become a Client
To help you decide whether The Money Managers can provide the financial
planning solutions you are seeking, we encourage you to read our Corporate Profile.
To arrange an appointment with one of our fully qualified Senior
Financial Planners, simply complete the below Client
Data Questionnaire. This information can be mailed, faxed or emailed to our office
and once received, we will contact you to arrange a convenient appointment
and assign a Senior Planner.
Alternatively, simply contact our office on 03 8620 9900 and one
of our staff will help further explain our services and how we can
address your financial planning needs.
Please complete either of the following:
Client Data Questionnaire (.doc)
Client Data Questionnaire (.pdf) |
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