We are located in Scarborough, at the rear of building 164, Scarborough Beach Road, behind Scarborough Cellars.

Our office hours are Monday to Friday, 9am until 4.30pm. Terry is also available by appointment during business hours.

We are also available for phone enquiries during business hours, or by email at any time convenient to you.

How can we help you?

This form has been designed to establish what your objectives are, so that we may better evaluate how we can help you.

Please complete the form below (all questions are optional, however we ask that you at least enter your name and email address) and hit the submit button.

We will contact you within 48 hours of receiving this questionnaire.

We look forward to hearing from you.
 
Contact title:
*Contact name:
Daytime phone:
*Email address:
Are your current
investments productive?		 I have no investments
Yes, I am satisfied
No, needs attention
How would you cope
if you got sick and could
not work? Do you have risk
insurance?		 I have the correct level of cover
Needs review
I don’t know why I need it
How is your Superannuation
performing?		 I do not know
OK, I am meeting my goals
Needs attention
Do you have a will? Do you need
to consider estate planning?		 I have a current, up to date will
I do not have a will
I do not know if I need a will
Comments:


  Evolving Planning Strategies Pty Ltd is a Corporate Authorised Representative of SECURITOR Financial Group Ltd
Securitor is owned by Westpac Banking Corporation (Westpac)
(ABN 48 009 189 495)
Australian Financial Services Licensee 240687 | Level 38, 152 St George's Terrace, Perth WA 6000