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Get To Know Each Other | Henceforward Wealth Management
HENCEFORWARD
a graviton partner
Before we meet

A few questions to make our first conversation worth your time

We don't need essays — just enough context to skip the small talk and get straight to what matters. It takes about three minutes.

Start the questionnaire →
The questionnaire

Tell us a little about your situation

No right or wrong answers. A few sentences is more than enough for most questions. Everything you share is treated with strict confidentiality.

About you

Your financial picture

Broad strokes are fine — we're not asking for balance sheets.

No need to be diplomatic. Honest context helps us have a better conversation.

What matters to you right now

This is the part that actually shapes the conversation.

Could be a specific number, a broader worry, or a decision you're sitting with.
1 = significant anxiety  ·  10 = complete confidence
AnxiousConfident
Your answer here shapes the entire meeting.

How you think about investing

The human bit

We're not just working with spreadsheets. The better we understand who you are, the better the advice.

Travel, sport, conservation, family, business — whatever's relevant to you.
Everything you share is treated with strict confidentiality and sent over a secure encrypted connection. We don't share your details with third parties.
✓

Thank you — we'll be in touch shortly.

We've received your responses and will reach out to arrange a time that works for you. We look forward to the conversation.

What happens next

Three steps to a real conversation

1

We review your responses

We read everything you've shared before we meet — so we arrive prepared, not improvising.

2

We reach out to schedule

Someone from the team will contact you to arrange a time — call or video, your preference.

3

An honest first conversation

No sales pitch. We'll give you our honest read on your situation — and whether we're the right fit for each other.