10 Year Strategy Plan Questionnaire
Thank you for reaching out to YourPropertyWealth. We would highly appreciate you taking the time to answer the questionnaire so that we can get a better understanding of your current situation.This questionnaire will act as our reference point for our Strategy Session Call & will act as our centre point in being able to create a '10 year plan' for you and your family. The information within will remain confidential and isn't passed on to anyone else except for our own personal records. We look forward to catching up with you soon!
Name
First Name
Last Name
Email
example@example.com
In which state do you reside from?
NSW
QLD
WA
WA
NT
SA
ACT
VIC
Do you have any dependents? If so, how many?
What is your household income?
$0 to $20,000
$20,000 to $40,000
$40,000 to $70,000
$70,000 to $100,000
$100,000 to $150,000
$150,000 +
Other
How much disposable savings do you have currently?
$0 to $20,000
$20,000 to $40,000
$40,000 to $70,000
$70,000 to $100,000
$100,000 to $150,000
$150,000 +
Other
How much is your current household monthly savings?
Under $1,000
Between $1,000 - $2,000
Between $2,000 - $3,000
Between $3,000 - $4,000
Between $4,000 - $5,000
Above $6,000
Have you got a passive income goal you want to achieve through property if so, what is it?
$50,000 to $74,999
$75,000 to $99,999
$100,000 to $119,999
$120,000 to $139,999
$140,000 to $159,000
$160,000 to $179,000
$180,000 to $200,000
$200,000 and greater
No passive income goal
Do you own any investment properties at the moment?
Yes
No
How much debt do you currently hold?
Under $300,000
$300,000 - $600,000
$600,000 - $800,000
$800,000 - $1,000,000
$1,000,000 +
What is your overall current asset value (property, shares, super etc)
Under $300,000
$300,000 - $600,000
$600,000 - $800,000
$800,000 - $1,000,000
$1,000,000 +
Do you know roughly your borrowing capacity, if so how much are you able to borrow?
Under $300,000
$300,000 - $600,000
$600,000 - $800,000
$800,000 - $1,000,000
$1,000,000 +
I am not sure of my borrowing capacity
In how many years are you wanting to achieve your portfolio cashflow & value target in?
1-2 years
3-4 years
5-6 years
7-8 years
8-9 years
10 years +
Are you open to adding value to your investment property via renovations/sub division/granny flat/development OR adding of a dwelling?
Yes
No
Maybe
Would you be open to purchasing an investment property interstate if the opportunities were more aligned to your strategy?
Yes
No
Maybe
If you could take one thing away from our next meeting, what would it be?
How do you think a Buyers Agent could help you?
Submit
Should be Empty: