Name *

First Name

Last Name

Adviser to contact *

If you have a preference for who you want to meet with or talk to, please select from below.

Anyone

Alan Borthwick

Thivakar Pushparaj

Niraj Patel (Timaru)

Michael Craig

Tim Williams

Terry Orchard

Helen M. Grant (Auckland)

Other (Add details to message)

Area of Advice needed *

Please select the area of financial advise you wish to discuss with us (select as many as you need) - Note not all our advisers work in every area so you may be put on to a different DUX Adviser if that is the case.

Mortgage Finance and advice

Life/Medical/Income Insurances

General (House, Car, Contents) Insurance

KiwiSaver

Investing

Financial Planning

General Financial Advice (details in message)

Other (add to message)

Timeframe to meet *

Please let us know when you need to meet with us so we make space in our diaries based on urgency.

Urgent - within the week

Semi Urgent - 1-2 weeks

2-3 weeks

Whenever works

Preferred Method to meet *

What is your preferred way to meet with a member of the DUX team. Note that our out of Wellington Advisers don't use the Wellington Office and not all our advisers meet the same way every day. But we will work with you to make this as easy as possible.

In the DUX Office - will need Parking

In the DUX Office - will not need Parking

Zoom

Teams

Phone

Phone *

The best phone number to reach you on to confirm bookings etc.

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