Online Financial Advice

Questions marked with an * are required

* Have you ever received professional financial advice?

yes

* What are the main reasons you have not sought professional financial advice (choose the three responses that most apply to you) ?

I am confident with my finances and don't need advice

My parents/friends give me advice

I just 'google it' when I have a financial need/question

I don't think a financial adviser would want to see me as a customer

I don't think I earn enough money to get advice

I don't think I have accumulated enough wealth to get advice

I don't trust financial advisers

I have sought advice

Other

* If your financial advice included a recommendation for a product you needed i.e. a superfund, insurance, investment... Would you prefer:

To do your own research and find the required product yourself?

The advisor propose 3 or 4 options that meet your need and you make the final decision?

The adviser choose the product for you?

* In what areas of your financial situation would you expect a financial advisor to assist you with? (Please List)

* Where do you currently get your financial education, knowledge or advice from?

* If it meant the cost of advice would be cheaper, would you be happy to receive financial advice delivered by an advisor online as opposed to seeing them in person?

yes

* How do you rate your financial literacy?

I know nothing

I have the basics...I know what a term deposit is and how home loans work.

I have a good handle on finances- investing, debt, super, insurance, budgeting.

I could be a financial adviser/ I am a financial adviser.

* How much would you be willing to pay for a financial plan delivered online by an adviser (over the phone/skype/click-to-chat).

* Once you received the plan How much would you pay each month for: Ongoing email access to your adviser, integrated app and desktop interface giving you visibility of how you are tracking with your plan , ongoing education and updates/information.

Would you subscribe to a series of online Personal Finance workshops/videos/blogs to learn the basics and get some tips/tricks prior to proceeding to full advice and would you pay for that option? (chose the two options that apply)

Yep- for sure would benefit from some knowledge and a few tips!

Nope- Doesn't interest me.

Yep- Would pay a small fee for that.

Nope- wouldn't part with my hard earned for that.