Win a bottle of Penfolds Grange Hermitage

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Win a bottle of Penfolds Grange Hermitage

Alpha is giving away a bottle of Grange as part of the Alpha Investment Expectations Survey for FY2009.

One adviser will win a bottle for distributing the Alpha survey to their clients, while clients who complete the survey go into the draw to win one of 10 $200 vouchers from online retailer, Wishlist.

The Alpha Investments Expectations survey is being conducted with Investment Trends, the leading market researcher in the financial services sector.

Our aim is to provide genuinely useful information for Australia’s top advisers on the expectations of high-net-worth clients in FY2009.

Among other things, the survey will tell you:

How high-net-worth clients want to invest
Where they want to invest
What products they want to use – and avoid
Their general investment expectations
What they want from their adviser

The survey is completely anonymous and confidential – and blind – that is, Alpha does not see the names or addresses of clients who participate in the survey. And all results are reported in aggregate terms. No clients or firms are singled out in the survey.

Investment Trends will draw the prize winners to maintain the confidentially of survey respondents.

To participate in the survey, which takes approximately 10 minutes to complete online, simply register your interest by emailing Kim Cooper on kim@alpha-invest.com.au.

A link to the online survey – for your clients only – will then be emailed to you, which you can then forward to selected clients, or your entire client base if you prefer.

You can view a PDF copy of the survey here.

Please ask your clients to send the completed surveys in by Saturday, 3 May. We will then send you a copy of the overall results by the end of May, to better understand the aggregate expectations of high-net-worth investors.

Only you will see how responses from your clients compare to the aggregate.

This survey is limited to the clients of leading advisers and firms, so we hope this complimentary market research will help you grow your business in FY2009.