Values discovery tools

Client values discovery(Adviser Package - single)

The goal with this package is to give your client an opportunity to evaluate their goals and expectations before they meet with you so they are better able to articulate them with you when you meet.  

This package includes:

- an online questionnaire sent by us to your client

- a detailed and personalised report automatically sent to your client

- a summary report sent to you the adviser.

- a discussion guide and pointers based on your client's individual values profile.

Client values discovery(Adviser Package - couples)

The goal with this package is to give your client an opportunity to evaluate their goals and expectations before they meet with you so they are better able to articulate them with you when you meet.  

This package includes:

- an online questionnaire sent by us to your client

- a detailed and personalised report automatically sent to your client

- a summary report sent to you the adviser.

- a discussion guide and pointers based on your client's individual values profile.

Personal values discovery

Making a change requires knowing what to change to.

This tool will help you explore your values and understand what makes you tick, so you can have more of it.

This package includes:

- an online questionnaire

- a detailed and personalised report on your values, your attitude to money and how to best engage with your finances.