Client Feedback Form

1

Please enter your details* This field is required.

First Name

Last Name

Email Address

2

Who was your Twine Adviser?* This field is required.

3

Your Overall Experience* This field is required.On a scale of 1 to 5, how would you rate your overall experience with Twine Financial Advisers?

1
2
3
4
5

Poor

Excellent!

4

Our Communication* This field is required.On a scale of 1 to 5, how satisfied were you with the communication from your Twine Adviser?

5

Our Knowledge & ExpertiseOn a scale of 1 to 5, how would you rate the knowledge and expertise of your Twine Adviser?

6

Clarity of Advice ProvidedOn a scale of 1 to 5, how would you rate the clarity of advice provided about your mortgage strategy and/or mortgage structure?

7

Suggestions for Improvement* This field is required.Do you have any specific suggestions for how we can improve our mortgage advisory services?

8

Feedback or Testimonial* This field is required.Is there anything else you would like to share about your experience with Twine Financial Advisers?

9

Consent for TestimonialMay we use your feedback as a testimonial on our website or marketing materials?

YESNO

10

If we haven't done so already, would you like us to refer you to our preferred partners?* This field is required.

Personal Insurance

General Insurance

KiwiSaver Review

Lawyer

Accountant

No thanks, we're sorted.

Other

11

Finally, do you know of anyone—be it a friend, family member, or colleague—who might find value in our services* This field is required.

YESNO

12

Please provide their name and contact details

First Name

Last Name

Phone Number

Email Address

13

Please verify that you are not a robot* This field is required.