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CONTACT
| Customer Satisfaction Survey |

We would like to thank you most sincerely for taking the time to complete this survey. We are constantly trying to improve our services to you, and strive to ensure that all your dealings with Crue Consulting are professional and of the highest standard at every level within our organisation. If you have any comments or ideas for improvement, we would be most grateful if you could include them under the “Comments” section. We are acutely aware that the success of our business is dependent on customers, such as yourself, referring your friends and family to us. If there is anything that we can do to improve our services, we would love to hear from you.

Your Personal Details:
Name:
Email:
1. How did you hear about Crue Consulting?
Friends
Family
Colleague
Was contacted by Crue Consulting
Other:
2. How would you rate your overall experience when dealing with Crue Consulting?
Excellent
Good
Average
Poor
Comments:
3. If you directed queries to our offices, were they dealt with efficiently and quickly?
Yes
No
Not applicable
   
Comments
4. Do you receive regular communication from your Wealth Manager and Crue?
Yes
No
       
Comments:
5. How would you rate the quality of the communication that you receive from us?
Excellent
Good
Average
Poor
Comments:
6. Were you satisfied with the financial plan that was prepared for you?
Yes
No
       
Comments:
7. Did you find the financial plan easy to understand and well presented?
Yes
No
       
Comments:
8. Would you refer your family and friends to Crue Consulting for financial planning advice?
Yes
No
       
Comments:
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