About Merlin

Beginning with your dreams and goals, we take the time to find out what you want in life, so that we can guide you towards achieving these goals.

Progressing over time, we can make tweaks to your plan as you go through each of life’s milestones.

Pre-appointment form

To help us better prepare for our meeting, do take the next 5 - 10 minutes to fill up this form.

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Your Dreams
What are some goals and dreams you hope to be able to achieve?
Car
House
Travel
Education
Start A Business
Having A Child
Wedding
Retirement
Are there any dreams which are not listed above?
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Have you started working towards your dreams as listed above?
What are you currently doing to reach your dreams and goals?
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Your Queries
What are some questions you have about finances?
Do you have any other burning questions not listed above that I can help to address?
Which best describes you?
You often wonder … *
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Which best describes you?
Most of all, money provides you with … *
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What is your preferred date for me to address these queries and to work towards your dreams together?
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Your Details
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Gender
Date of Birth can't be blank or in future!
Please enter your email address in format: yourname@example.com
Please enter a valid mobile number
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Your Financial Information
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Do you have any experience with any other financial advisors? *
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Do you have any policies which you would like to consolidate? Max 20MB per file.
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