Below is our client information form and link to our WITY survey.

Please complete and submit BOTH at your earliest convenience.

We approach things a little differently to other accountants and like to ask our clients to complete a ‘What’s Important To You’ survey or WITY.

The WITY survey asks you to consider what really matters to you on a range of key issues. Please complete this survey prior to your scheduled meeting. We can discuss these with you and look at creating an action plan for addressing the main issues.

This is a very valuable process that will help clarify your thoughts on complex issues and prioritise your actions.

Click on the logo below to follow the link.