Investor

Do you have an investment strategy, or currently giving thought to planning your investments *

Yes

No

If yes briefly outline your strategy and goals *

Is taking advantage of legitimately minimising the amount of personal income tax you are paying a desirable outcome for you *

Yes

No

Are you looking for Tax Deductible Allowances *

Yes

No

Have you discussed your investment strategy with a financial planner *

Yes

No

What was the financial planners suggestions to help you achieve your financial goals *

How beneficial to your Investment Strategy is having both the Tax Man and a Tenant contributing around 80% towards your Financial Goals *

Very

Not

If investment property forms part of your own strategy, are you in the market today looking to build an Investment Property Portfolio *

Yes

No

Preferred Location(s) *

Location(s) you definitely would not consider *

Preferred Number of Bedrooms *

Preferred Number of Car Park(s) *

Minimum internal size you would consider in sq/m *

Existing or Off Plan *

Preferred completion date if off Plan (which year/s) *

Investment Budget minim $ *

Investment Budget maximum $ *

Would you be negatively gearing this investment to take advantage of prudent tax planning

Yes

No

What amount per week would you be comfortable contributing towards your investment $ *

Estimation of your annual Taxable Income $ (Australian Income)(Australian Income) *

Have you had a pre-approval undertaken by a bank or mortgage broker *

Yes

No

If yes up to what amount will the bank lend you $ *

Do you have any existing property in Australia? *

Yes

No

If yes, how much existing equity would you reasonably estimate you have in this property/ these properties $'s *

What is important to you *

Capital Appreciation

Rental Yield

Both

Over what period of time do you envisage holding onto this Investment in years *

Have you already begun looking for property? *

Yes

No

If yes, for how long in months *

What have you seen that you like & Why *

What have you already seen that you wish to avoid & Why *

Are you the decision maker, or is there another person involved in the process *

Yes

No

Joint decision

Who else might be included on choosing to move forwards & your relationship to them *

Would you prefer a one on one chat before we come back to you with a selection of ‘best fit’ propertunities that might meet with your requirements *

Yes, that would be great

No thank you

Your full name *

Preferred time to contact you *

Contact number (s) *

Preferred Email Address *

Investor or Owner Occupier

What do you need to get started?