Last chance to win a bottle of Penfolds Grange Hermitage
Many leading advisers are participating in the inaugural Alpha Investment Expectations Survey for FY2009 – and you can too if you hurry!
One adviser will win a bottle of Grange 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, simply register your interest by emailing Kim Cooper on kim@alpha-invest.com.au.
A link to the survey – for your clients only - will then be emailed to you, which you can email to select clients or your entire client base if you prefer.
You can see a copy of the survey, which takes about 10 minutes to complete online, by clicking here.
When the survey is completed (by late May) we will send you a copy of the overall results in early June to better understand the aggregate expectations of high-net-worth investors.
Alpha will also send you a customised version of the survey that compares the responses from your clients to median survey responses.
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.
