Engagement Form

Moana Financial Services

Let's Get Started Together

This short form helps us understand who you are and how we can help, and gets our working relationship set up properly. It takes around 5 minutes.

Your privacy matters. The information you share is collected under the Privacy Act 2020 and used only to provide you with financial advice. See our Privacy Policy for full details.

1. About you
2. How we can help
3. Your situation
4. Consent
Step 1 of 4
About you
Let's start with who you are and how to reach you.
Individual / Family
Charity / NFP
Trust
Business
Step 2 of 4
How we can help
Select the areas you'd like to talk about. Choose as many as apply.
Step 3 of 4
Your situation
A little context so we can make the most of our first conversation. All optional - share what you're comfortable with.
Step 4 of 4
Consent & getting started
A few acknowledgements so we can begin working together properly.

Note-taking in our meetings

To help us focus on our conversation rather than writing notes, we sometimes use a recording device and secure note-taking software to capture meetings. Recordings are used only to create an accurate summary of what we discussed, stored securely and confidentially under the Privacy Act 2020. You can ask us to stop recording or delete a recording at any time.

✓

Thank you - we're looking forward to it!

Your details have come through. One of our team will be in touch within 1 business day to arrange your first conversation.

In the meantime, feel free to explore our services or get in touch directly if there's anything urgent.

Moana Financial Services is a business arm of Moana Community Trust. Your information is collected under the Privacy Act 2020 and used only to respond to your enquiry and provide the services you've asked for. We won't share it with third parties without your consent, except where required by law. See our Privacy Policy for full details.
Book a free consultation with our team today