Key takeaways from the propensity survey

Recently, we conducted a survey to seek answers from you on a range of questions about our business, which we will use as a guiding compass for our future.

Firstly, we wanted to thank everyone for taking the time to complete the questionnaire. We had a response rate of almost 43%, which is great considering the average survey response rate is generally between 10 – 15%.

We know how frustrating it can be, to spend the time completing a survey and never know what the results were and what the organisation did with the information.

This is why we wanted to share some of the key takeaways we got from the collated results.

Insights

• what is rated as most important to you and how well we perform in that area (whether we meet, exceed or fall short of your expectations)

• the key driver for advocacy and overall satisfaction was that we are ‘available when I need them’

• the solutions we can help with, that you may not be utilising with the greatest opportunities being business advice, estate planning and personal insurance

• the highest rated financial decisions you’ll be making within the next five years were buying a new car, reviewing your estate planning, buying a new home and undertaking home improvements

• the top three topics you would like to spend more time discussing are returns on current investments, making updates to existing goals and plans and evaluating the progress being made.

We will use the results of this survey as a guide (along with the direct feedback we receive when we are one-on-one with you) when shaping what we do and how we do it into the future. 

If you would like to know anything else about the results, or if you have any further feedback to provide us with please contact our office on 08 9364 1100.