Join Accelerator

$97 for Pre-Written Templates Which Mean

You are confident and prepared for client meetings

Profile your clients’ ESG, sustainability, and ethical investment preferences with ease

Spend your precious time with your clients instead of creating client questionnaire documents. Get these editable templates to confidently discuss your clients’ values, and come prepared for your next client meeting.

Build loyalty and rapport, as clients feel heard and their values considered.

"...for anyone who provides ethical investment advice to clients, especially financial advisers who have clients that want their portfolios to align with their values.”

Paul Garner, Novo Wealth

Make your advice memorable by engaging with your client, ensuring they feel heard, and enhance your client-adviser relationship.
Confidently and proactively initiate client conversations with comprehensive questionnaires, and reduce the risk of miscommunication.
Gain a deeper understanding of your client’s values and ethical preferences, giving you the information you need to provide the best advice.

All for only $97 and with immediate access

Get Questionnaires

What you'll get

Everything you need to create your unique responsible investment profiler:
  • Four distinct client questionnaire templates in MS Word format and ready-to-use.
  • Video instructions on how to personalise the templates to suit your unique needs.
  • Canva designs and video tutorials allow you to create and modify icons used, so your questionnaire can evolve over time.
  • All templates are editable, so you can add your logo, colours, and fonts, to match to your own branding.
  • Plus, you can have these templates customised and ready to go within an hour, and sent out to your clients tomorrow.

Did you know that...

According to a recent consumer
study by RIAA:

86% of Australians

believe it’s important their financial adviser asks them about their interests and values in relation to their investments.


In a global investor study
by Schroders:

Only 16% of investors

are being provided with information on sustainable investing unprompted.

This is your opportunity to be a leading financial adviser, and proactively ask your clients about the environmental, social, and ethical issues that matter most to them.

What’s in the questionnaire templates?


Open-Ended Questions

This template is a great starting point with clients and provides general, open-ended questions. You can use this as your only questionnaire, or as a list of qualifying questions.


Ethical Concerns and Preferences

This template provides a framework for asking clients whether they would like to support, avoid, or minimise exposure, to certain ethical issues.


ESG and Responsible Investment Profiler

Delve a little deeper with your clients and use this template to discuss the ESG issues (environmental, social, and governance), that matter most to your client.


Ranking Your Client's Values and Ethical Preferences

This template provides the opportunity for your client to rank the importance of different ethical preferences, and sustainability issues.

get questionnaires



Acknowledgement of Country: In the spirit of reconciliation Ethical Invest Group acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.