How can interested PROs reach you?

How comfortable are you with managing your finances?

Very comfortable Somewhat comfortable Not comfortable at all

What stage in your career are you?

Entry-level / Junior Mid-level Senior-level / Management Executive Approaching retirement Already retired

What is your annual income?

Less than $ 40,000 $ 40,000 - $ 60,000 $ 60,000 - $ 80,000 $ 80,000 - $ 100,000 $ 100,000 - $ 150,000 $ 150,000 - $ 250,000 Greater than $ 250,000

What primary financial planning assistance do you need?

General financial planning Retirement planning Life insurance review Investment review Tax planning College planning Trusts or estate planning Annuities Mutual funds Home purchase

Please describe any major financial obligations you have now, or will have within the next five years.

Fixando specialists pay a small fee to send you a quote. Please only submit a request if you are seriously considering hiring a specialist!

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I understand

Where would you like the Financial Services Agent to carry out this service?

I would like to travel to the Financial Services Agent I would like the Financial Services Agent to travel to me By telephone or video call (no in-person meeting)

Do you have any other requests or requirements that potential Financial Services Agents should be aware of?

With more details, you'll receive proposals faster! For your safety, do not include your contact information.

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Which related services might you be interested in?

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Why do we need this?

So that we can send your request to Financial Services Agents in your area.

How will users see this information?

Other users will only see the first 4 digits and the area.

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Why do we need this?

We need your email address so that we can send you quotes and the contact details of available specialists.

How will users see this information?

Your email is stored securely and will never be shown to other users.

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Why do we need this?

We need your phone number so that we can verify your request and send you quotes and proposals from available specialists.

Will my phone number be visible to other users?

Your name will be partially obscured - for example, J. Smith.

Only specialists who send you a quote will be able to see your contact details.

To all other specialists, it will appeared partially obscured.

I need this service in District 09. What should I do now?

To submit your Financial Services and Planning request to Fixando, simply answer the questions on this form. You'll then start to receive personalised Financial Services Agents quotes and proposals. Discuss any questions you may have directly with the Financial Services Agents, and then choose the right one for you!