10 Year Strategy Plan Questionnaire

Gathers a client's financial situation and property investment goals so an advisor can design a ten-year wealth plan together with them.

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Name

Nombre

Apellido

Which state do you live in?

New South Wales Victoria Queensland Other

Do you have any dependents? If so, how many?

What is your household income?

Under $80,000 $80,000 to $150,000 $150,000 to $250,000 Over $250,000

How much disposable savings do you currently have?

Under $20,000 $20,000 to $50,000 $50,000 to $100,000 Over $100,000

What is your current household monthly savings?

Under $500 $500 to $1,500 $1,500 to $3,000 Over $3,000

Do you have a passive income goal through property? If so, what is it?

Under $1,000 per month $1,000 to $3,000 per month Over $3,000 per month No goal defined yet

Do you currently own any investment properties?

Yes No

How much debt do you currently hold?

None Under $100,000 $100,000 to $500,000 Over $500,000

What is your overall current asset value (property, shares, super, etc.)?

Under $200,000 $200,000 to $500,000 $500,000 to $1,000,000 Over $1,000,000

Do you know roughly your borrowing capacity? If so, how much could you borrow?

Not sure Under $300,000 $300,000 to $600,000 Over $600,000

In how many years do you want to reach your portfolio cash flow and value target?

1 to 3 years 3 to 5 years 5 to 10 years Over 10 years

Are you open to adding value to your investment property via renovations, subdivision, granny flat, development, or adding a dwelling?

Yes No Maybe

Would you be open to purchasing an investment property interstate if the opportunities better matched your strategy?

Yes No Maybe

If you could take away one thing from our next meeting, what would it be?

How do you think a buyer's agent could help you?

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