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  5. Existing Clients
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Exit Survey
 
 
How many years have you been our client?
 
Less than 1
 
1 to 2 years
 
3 to 5 years
 
6 years +
 
 
 
What types of products do you own?
 
Life Insurance
 
Saving Plan
 
Mutual Funds
 
Hedge Funds
 
Other
 

 
 
 
What is your biggest financial goals for next 5 years?
 
Earn more from investments
 
Save a bigger portion of earnings
 
Pay for children's education
 
Retire with a solid financial plan
 
Other
 

 
 
 
If we could do anything to help your finances (aside from winning the lottery), what would it be?
   
 
 
 
What percentage of your after tax earnings do you save?
 
Barely anything
 
0 to 5%
 
6 to 15%
 
16 to 25%
 
More than 25%
 
 
 
How much do you earn per month?
 
up to $3,000
 
$3,000 to $6,000
 
$6,000 to $10,000
 
$10,000 to $20,000
 
More than $20,000
 
 
 
What is the percentage of you total assets that is with us?
 
0-20%
 
20-40%
 
40-60%
 
60-80%
 
80-100%
 
 
 
What is your favorite type of investment?
 
Asian Equities
 
American Equities
 
Real Estate
 
Bonds
 
Private Equity
 
Other