Caution: JavaScript execution is disabled in your browser or for this website. You may not be able to answer all questions in this survey. Please, verify your browser parameters.

Equip Financial Planning Satisfaction Study


The survey is being conducted by CoreData on behalf of Equip Financial Planning.

Your participation is completely voluntary. Your survey responses are treated with the strictest confidence and data from this research will only be reported in aggregate. There are no right or wrong answers, we are only interested in what you think.

Thank you for your interest in our Equip Financial Planning Satisfaction Study!

If you have any questions about the survey procedures, feel free to call the Equip Helpline 1800 681 626.


If you have any questions about the survey procedures, feel free to email us at [email protected]. This survey is best answered using Google Chrome, Mozilla Firefox or Safari.

CoreData strictly adheres to the Research Society Code of Professional Behaviour in relation to research confidentiality and data security. This means that responses are strictly confidential and anonymous. By proceeding to complete the survey, you are providing your informed consent to participate. Click here for CoreData's privacy policy for further details.