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Information Letter Exploration into the economic, financial and psychological benefits of professional financial planning
As a financial planning client, you are being asked to complete an anonymous questionnaire about financial planning as part of a PhD research project being conducted by Julie Knutsen, student researcher at Griffith University.
Why is the research being conducted? The outcomes from the study will be used to inform the financial advice industry, academia and interested parties about the benefits of financial planning. The research is expected to further our knowledge of the educational, economic, financial and psychological benefits of financial planning in the professional financial advice context.
Risks to you: There are no risks to you by participating in this research.
Your confidentiality: The researcher does not have your contact details. Any information collected from the questionnaire will be anonymous. The researcher will not be recording any information that could link you with the survey. The surveys will be securely stored and will be only accessible to the researcher and a research assistant.
Your participation is voluntary: You do not have any obligation to participate in this research.
Questions/further information: If you have any questions about the research you can contact Ms Knutsenās PhD Supervisor - Dr Mark Brimble, Ph 3382 1355, Logan Campus, Griffith University, University Drive, Meadowbrook, Email: [email protected].
The ethical conduct of this research: Griffith University conducts research in accordance with the National Statement on Ethical Conduct in Research Involving Humans. If you have any concerns or complaints about the ethical conduct of the research project you should contact the Manager, Research Ethics on 373 54375 or [email protected].
Feedback to you: At the completion of the project you will have the opportunity to receive a summary of the results from this research via your financial planner.
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* What is your highest level of education? |
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* How many dependant children do you have? |
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* What is your work status? |
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* How long have you been a financial planning client? |
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* How many sessions do you have with your financial planner each year? |
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* Have you been to other financial planners before? |
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In relation to the professionalism of your financial planner ...
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Your financial planner builds your self-belief for financial success by:
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Importance of guidance and direction:
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Does your financial planner's guidance and direction help you to:
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As a result of financial planning ...
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Does your financial planner's wealth creation approach help you to:
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Are the strategies valuable to you because:
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The education support is valuable because:
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Does the educational support help you to understand how to:
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Have the personal outcomes from the education support been:
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Communication Effectiveness
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The teaching is effective because:
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Are the financial tools useful because they help you:
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Benefits of the Money Max financial profiling to your financial goal achievement:
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Financial planning has long term benefits for you such as:
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Financial planning has financial benefits for you such as:
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Financial planning has peace of mind benefits such as:
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Financial planning has improved your sense of financial satisfaction by:
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Financial planning has a positive effect on your health because of:
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Your client relationship with your financial planner:
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As a result of financial planning:
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* Would you like to go into the prize draw for $100 Coles/Myer gift card? |
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| Please provide an email address so we can contact you if you win.: | | |
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