In order to maximise our time with each other, below you will find a series of forms that you can fill out and send back to us via:
- E-mail: info@murraysharma.co.nz
- Fax: (09) 826 5412
Alternatively, you can bring these documents with you when we meet.
Client Questionnaire
Please complete this form to help us get a better understanding of your needs and to help us tailor our meeting to ensure it brings out the most benefit for you.
Terms of Engagement
Please complete this form if you would like us to act your accountant and financial advisor.
Automatic Payment
Banklink Form
To enable direct bankfeeds from your bank account into the Banklink software, please complete this form.