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Your Name
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Decision Type
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I have an inquiry about a policy (death, disability/dreaded disease)
I have an inquiry / need advice about an investment
I need comprehensive financial planning
I want to review my investment portfolio
I need assistance with tax structuring
I have an estate duty issue
I need advice regarding my will
I have a medical aid fund inquiry
None of the above
Investment Size
*
Total investment portfolio is less than R3m
Total investment portfolio is between R3m - R10m
Total investment portfolio is greater than R10m
Visitation Options A
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I can easily visit Woodland Wealth's office in Somerset West
I can easily visit Woodland Wealth's office in Worcester
I am comfortable with virtual meetings
None of the above options are suitable
Visitation Options B
*
I can easily visit Woodland Wealth's office in Somerset West
I can easily visit Woodland Wealth's office in Worcester
I am comfortable with virtual meetings
None of the above options are suitable
Asset Size
*
Total investment portfolio is less than R3m
Total investment portfolio is between R3m - R10m
Total investment portfolio is greater than R10m
Visitation Options C
*
I can easily visit Woodland Wealth's office in Somerset West
I can easily visit Woodland Wealth's office in Worcester
I am comfortable with virtual meetings
None of the above options are suitable
Visitation Options D
*
I can easily visit Woodland Wealth's office in Somerset West
I can easily visit Woodland Wealth's office in Worcester
I am comfortable with virtual meetings
None of the above options are suitable
Visitation Options E
*
I can easily visit Woodland Wealth's office in Somerset West
I can easily visit Woodland Wealth's office in Worcester
I am comfortable with virtual meetings
None of the above options are suitable
Client Status
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I am an existing client of Woodland
I am NOT a Woodland client
Medical Options
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I need help with a claim
I need assistance with my medical aid fund
Additional Information
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