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Client Information Questionnaire

Unlock the path to your investment wealth by completing the following questions

1. What are your goals for purchasing investment property? *
2. Do you want to grow your wealth through building a property investment portfolio? *
3. What do you feel is currently hindering you from achieving your investment goals? *
4. When are you planning to start? *
5. What is your current loan eligibility? *
6. How much cash do you currently have available for investing in property? *
7. What is the current balance of your and your partner's Australian superannuation accounts? *
8. What is your current employment status? *
9. What is your employment status? *

10. What is your job title? *

10. What is your job title? *
11. What is your annual gross income? *
12. What is your marital status? *

13. What is your partner's full name? *
14. What is your partner's email address? *
15. What is your partner's date of birth? *
16. What is your partner's residency status in Australia? *
17. What is your partner's current employment status? *

18. What is your partner's employment status? *
19. What is your partner’s annual gross income? *
20. How many children (under 18) do you have? *
21. Do you still have a mortgage on your primary residence? *
22. What is the address of your primary residence? *
23. What is the approximate current estimated value of your primary residence? *
24. What is the minimum monthly repayment amount for your primary residence? (If home loans are separate, please include the total combined loan amount) *
25. What is the total amount of your primary residence mortgage? (If home loans are separate, please include the total combined loan amount)
26. How many investment properties do you currently own now? *
Address of Investment Property #1? *
Value of Investment Property #1? *
Total loan amount for Investment Property #1? (If home loans are separate, please include the total combined loan amount) *
Weekly rental income of Investment Property #1 *

Address of Investment Property #2? *
Value of Investment Property #2? *
Total loan amount for Investment Property #2? (If home loans are separate, please include the total combined loan amount) *
Weekly rental income of Investment Property #2? *

Address of Investment Property #3? *
Value of Investment Property #3? *
Total loan amount for Investment Property #3? (If home loans are separate, please include the total combined loan amount) *
Weekly rental income of Investment Property #3? *

Address of Investment Property #4? *
Value of Investment Property #4? *
Total loan amount for Investment Property #4? (If home loans are separate, please include the total combined loan amount) *
Weekly rental income of Investment Property #4? *

Address of Investment Property #5? *
Value of Investment Property #5? *
Total loan amount for Investment Property #5? (If home loans are separate, please include the total combined loan amount) *
Weekly rental income of Investment Property #5? *

Address of Investment Property #6? *
Value of Investment Property #6? *
Total loan amount for Investment Property #6? (If home loans are separate, please include the total combined loan amount) *
Weekly rental income of Investment Property #6? *

Address of Investment Property #7? *
Value of Investment Property #7? *
Total loan amount for Investment Property #7? (If home loans are separate, please include the total combined loan amount) *
Weekly rental income of Investment Property #7? *

Address of Investment Property #8? *
Value of Investment Property #8? *
Total loan amount for Investment Property #8? (If home loans are separate, please include the total combined loan amount) *
Weekly rental income of Investment Property #8? *

27. Your full name *
28. Your email address (please provide the same email address used for registration) *
29. Your mobile phone number *
30. Your date of birth? *
31. What is your residency status in Australia? *

We believe in turning your property investment dreams into reality. Your financial future begins with a conversation – let's make it happen together.

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