Interested in becoming a client?

In order for our initial meeting or phone call to be both productive and
enjoyable, please complete this simple form below. Our intention is to get a general idea of you and your situation – we hope that it is not intimidating.

First Name *

Last Name *

Email Address *

Phone Number *

Age *

How did you hear about us? Did someone recommend us? *

After hearing about us, did you check us out on any of the following platforms before contacting us? (Select as many as relevant) *WebsiteFacebookInstagramNone

How can we help? *

What is your main financial concern at the moment? *

Have you worked with a Financial Adviser before? If so, how did that go? *

What are you looking for in a Financial Adviser? *

Do you currently have a written, Rand-specific financial plan? *YesNo

What are your hobbies/interests or passions? *

What's the approximate value of your current investable assets (including cash, pensions, investments, etc.)? - exclude rental properties. *

What's your approximate household income per year before tax? (include rental income, bonuses etc.) *

If you were to retire next month, approximately how much monthly income would you require to maintain a dignified and comfortable retirement? Assume your mortgage bond is cleared. *

Occupation category: *Business OwnerEmployeeRetired

If you are a Business Owner or Employee, please describe your occupation? E.g. doctor, farmer, shoe manufacturing business, IT business, etc. (not applicable if you are retired):

We aim to be as flexible as we can in arranging our meeting, however do you have a preferred meeting date or time? *

Which suburb and town/city do you live in? *

How many personal finance/investments books have you read? *NoneOneTwo+

Do you consider yourself to be a: *Very pessimistic personSomewhat pessimistic personIn the middleSomewhat optimistic personVery optimistic person

Anything else you wish for us to know?

Please see our ‘Privacy Policy’ HERE | Please see our ‘POPI Policy’ HERE | Contact Asset Tree HERE

Quick Links

About Us

Our Team

News

Contact

Email: info@assettree.co.za

Tel: (031) 582 1410

Address: Unit 5, La Lucia Park, 64 Armstrong Avenue, La Lucia, 4051

Privacy Policy | POPI Policy