Client Consultation Form Date Location First Name Last Name Partner Name (If applicable) Email Best Contact Number Residential Address PLEASE LIST THE PROPERTIES YOU OWN BELOW
Property
Street Address
Suburb
State
Postcode
Description Of Asset
Asset Type
Current Market Valuation
Purchase Price
Loan Amount
Month Purchase Year Purchased
Rent (pw)
Equity $
-
2
$
-
3
$
-
4
$
-
5
$
-
6
$
-
7
$
-
8 9
$ $
-
10
$
-
$
-
TOTAL PROP
$
Superannuation Amount
-
$
-
$
-
$
-
Income (pa)
Superannuation Amount (Partner)
Income (pa) Partner
Shares (Total)
Income Saving Goal p.a.
Cash Savings (Total) TOTAL $
Denote
Denote
Do you have an existing SMSF?
Are you maximizing tax deduction from a current depreciation?
If No, would you be interested in establishing an SMSF?
Would you be interested in receiving further property-related information?
If Yes, are you considering property investment with an SMSF?
Would you be interesd in attending a Property Masterclass?
What are your 2 main reaons for investing in property?
1)
Are you interested in?
Off the plan property opportunities
2) Denote Existing dwelling House, unit or apartment Denote
Has finance been arranged? If No, would you like to be put in touch with our expert finance strategist for a free review? Denote When are you looking to invest?
Now When finance approved 1 - 3 month 3 - 6 month 6 months + Denote
Are you interested in?
Potential to Renovate? (Y/N)
(If applicable) Home
Asset Protection Tax Planning Estate Planning Insurances (Life, Trauma, Income) Self-Managed Superannuation
Comments
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