Aim Financial Client Survey Survey form for AIM Financial Step 1 of 3 33% Aim Financialgood advice and good solutions advice insurance investments mortgages kiwiSaver planningName First Last Email PhoneWhen thinking about insurance advice, where would you look first?*Please identify all areas where you would typically search. Internet Newspaper Yellow Pages Your bank Family/Friends Lawyer/Accountant Where did you hear about Aim Financial?* Internet Search Yellow Pages Colleague or friend Advertisement Direct contact Web Site In an ideal world which of the following 6 statements would be your ideal insurance adviserYou may choose more than one. Provides the best solution for my budget Specialises in small and medium-sized businesses I know and can trust them to do what is best for me, the client Is independent, knowledgeable, professional and makes insurance stress-free Is my one-stop shop for all my financial services needs. Provides excellent service and pragmatic solutions Aim Financial FeedbackHow would you rate the service you received from Aim Financial?Would you recommend Aim Financial to others?* Yes, definitely Most Likely Unlikely Is there any feedback you'd like to give us?Is there an insurance or financial need you have right now that we have not discussed with you?Please tell us about it.Adviser FeedbackWhich of these statements would describe your Aim Financial adviser?(You can tick as many boxes as you want.) Was very helpful and took the time to make sure I understood the sometimes complicated financial jargon. Is very knowledgeable and provided very good advice and solutions Provided very good value, the service and advice was more than I expected so would have no hesitation in recommending to friends, family or business associates. Went out of his way to listen and understand our situation and then provide the best advice for us. Took the time to do a comprehensive review and we felt very satisfied with the service. We fell like we have got some important areas under control Followed us up and ensured we were on track. We have never had such a comprehensive financial health check and we are grateful to have him as our adviser Has been our personal adviser and risk consultant for many years and are more than happy with his advice. Provided the best solution for my/our budget. Provided us with very helpful support at claim time and ensured the process went smoothly. Other, please elaborate in the box below. Please elaborateUse this field to elaborate on your 'Other' comment or anything else you would like to add in relation to your experience with your adviser. Would you like to give us a brief few words about your experience with Aim Financial that we can use on our customer feedback page?Thank you for taking the time to do this. Can we use your first names or initials on our website feedback page? First Name only Initials Only Full Name Please dont publish any of my details. Do you like what we did for you? - Tell Others.If you liked how we helped you, appreciate the service and value you have received from Aim Financial and your adviser , the biggest thanks you can give us is a referral in the box below. They are key to our business so we really appreciate you taking the time to do this.(Use the + sign to add more names.)NamePhoneEmail Other itemsPlease tick all that apply We would like a newsletter by email We would like more contact with our adviser between reviews. I am happy with the current level of correspondence with Aim Financial. EmailThis field is for validation purposes and should be left unchanged.
