Lighthouse Pre Discovery Call - Adviser Form

Lead Email Address

First Name

Last Name

Client Phone Number

Financial Adviser(Required)

What the client wants help with

Hidden

Inquiry Topic

Introduction

Hi , it's (name of adviser). I'm a financial adviser from Lighthouse Financial.

I'm calling because you enquired about financial planning

The purpose of my call is to see if we can help you today.

Before we get started, where have you heard about Lighthouse before?

We have a different view of financial advice. Usually if you go to a mortgage broker they will give you a loan, an insurance adviser will give you insurance, a share broker will tell you to buy shares, a real estate agent will tell you to buy property. That’s not what we do. We believe in holistic financial advice. This means we focus on your goals first. We believe money is a tool to help you live the life you want to live. We want to understand your short term and long term goals, quantify them and then reverse engineer them so we can work out the right investment strategy for you.

Once we understand the right investment strategy for you we can help with implementation with our team of Accountants, Mortgage Brokers and Financial Advisers that all work together to help you achieve your goals. We've helped over 4,000 clients nationwide, we’ve settled over 900 properties and have about $50m under management.

What motivated you to get in touch with us today?

This sounds like something we could help with! My role as a financial adviser is to:

- Assess your financial position
- Determine what your goals are
- And then create a roadmap to best achieve your goals by giving advice on budgeting, debt repayment, KiwiSaver, investment property, managed funds, etc

The next step from here is to book a meeting to get more of an understanding of your situation, and decide if a financial plan is going to be the right thing for you.

If not, we can give you some tips and tricks to go away with.

When would suit best for a call?

What is their response?

Yes - Booking confirmed
No - No need to talk to partner
No - Come back to me in x days
No - Need to reschedule this call
No - Not the right fit

No worries - It's important to get your partner involved. Why don't I send you a link to book in my calendar and follow up with you on (suggest date)(Required)

Sure thing! I'll follow up with you on (suggested date)(Required)

No worries, why don't we reschedule this call for (suggest date)(Required)

Yes - Booking confirmed

Great! You'll receive a booking confirmation in your inbox, you'll also receive an online discovery form in a day, this information gives me a really clear picture of your situation before our meeting so we can make the most of our time during discovery call.

Services

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Services

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Lighthouse Pre Discovery –
Adviser Form

Please provide as much information as possible below

Introduction

Services

Learning Hub

Services

Learning Hub

Lighthouse Pre Discovery – Adviser Form

Please provide as much information as possible below

Introduction

Lighthouse Pre Discovery –
Adviser Form