- Tools & Resources
- About You Questionnaire
"About You" Questionnaire
For our new and prospective clients
We invite you to take our 'About You Questionnaire', which will take no more than 15 minutes. The questionnaire will allow you to share key information and explain your current financial position.
Before providing any personal information, please read through our Privacy Policy and Financial Services Guide. Start now and let's get to know you better!
You may also be interested in...
- Financial Planning (under Services)
RCB Wealth Advisors are the experts when it comes to Financial Planning.
- Wealth Management (under Financial Planning)
Wealth Management is the science of improving your financial well-being.
- Superannuation (under Financial Planning)
Superannuation monies are savings for when you retire.
- 5 Minute Financial Health Check (under Tools & Resources)
Take a few minutes to complete our Financial Health Check.
- How We Can Help You (under Tools & Resources)
RCB Advisors is here to help you reach your financial goals with professional advice and services.