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COMPLIMENTARY CONSULTATION
Name* First name
Last name
Email*
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State / Country You Are Located
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Property Consultation Q&A
YOUR CURRENT POSITION
Are you purchasing as a Single or with a Partner? * SINGLEPARTNER
Are you a First Home Buyer? * YESNO
Have you ever owned property in Queensland? * YESNO
Do you own any property right now? (solely or shared) * YESNO
If YES, please provide the complete address (CITY / STATE / COUNTRY) and estimated market values and ownership shares of each property.
How much cash do you have to commit to your property goals?
Your Risk Appetite is: * HIGHMODERATELOW
You consider yourself a: * PASSIVE INVESTORAGGRESSIVE INVESTORSOMEWHERE IN-BETWEEN
Do you have a regular Financial Advisor? * YESNOI NEED A REFERRAL
Do you have an appointed Accountant? * YESNOI NEED A REFERRAL
Have you ever had a BAD experience in property? * YESNO
Have you ever used the services of a Buyer's Agent? * YESNO
YOUR PROPERTY GOALS
WHY have you chosen to invest in property? * (tick all that apply) I JUST WANT TO OWN MY OWN HOMETO BUILD FINANCIAL WEALTHLEAVE A FAMILY LEGACYA FRIEND / FAMILY MEMBER SUGGESTED ITYOU ATTENDED A PROPERTY SEMINARYOU'VE SEEN OTHERS MAKE MONEY IN PROPERTYYOU WANT TO "FLIP" PROPERTYIT'S A LOW-RISK INVESTMENT STRATEGY
How many properties are you looking to acquire in your portfolio? JUST MY HOMEMY HOME AND 1 INVESTMENT2 INVESTMENTS2 - 5 INVESTMENTSMORE THAN 5
How long do you intend to hold your property portfolio? * UNDER 1 YEAR1 - 5 YEARS5 - 10 YEARSI DON'T PLAN ON EVER SELLING
When investing in property, your FIRST priority is: CAPITAL GROWTHYIELD / RENTAL RETURN
Are you interested in Property Development? * YESNOI'D LIKE TO KNOW MORE ABOUT IT
Are you interested in Renovation? * YESNOI AM, BUT ONLY MINOR COSMETIC RENOVATIONS
Financially, where do you see yourself in 5 years? (ie. I have paid off my home and have $100,000 in cash at bank. I have acquired 2 investment properties.)
THIS PURCHASE
Please tell me the PRIMARY REASON you are buying this property.
You intend to: LIVE IN THIS PROPERTYIT'S AN INVESTMENTIT'S AN INVESTMENT NOW BUT I MAY LIVE IN IT LATER
You intend to purchase this property in a: PERSONAL NAME/SCOMPANYTRUSTSMSF (self managed super fund)
How long do you intend to hold this property? UNDER 1 YEAR1 - 5 YEARS5 - 10 YEARS10 YEARS +
What is your budget for this purchase?
Please list any suburbs / areas you had considered for this purchase.
Do you have a current finance pre-approval in place? YESNOI NEED A REFERRAL TO A BROKER / LENDER
Are you using Cash or Equity to complete this purchase? CASHEQUITYBOTH
What is your deposit as a percentage for the purchase? 5% OR LESS10%20%OTHER
When would you like to have this purchase complete? ASAPWITHIN 3 MONTHSWITHIN 6 MONTHSWITHIN 12 MONTHSWHENEVER, I'M IN NO RUSH
Could this purchase be subject to Foreign Investment Review? (If you are NOT a permanent Australian resident or citizen, select YES.) YESNOI'M UNSURE
Please tell me anything else you feel is relevant to your decision making process with respect to this purchase / intended property plan.
ALL ABOUT YOU
Full Legal Name of Buyer 1 (include any middle names)
First Name
Last Name
Full Legal Name of Buyer 2 (include any middle names)
Full Name and ABN of Company, Trust / Self Managed Super Fund (if not purchasing in personal name/s)
YOUR MAILING ADDRESS
EMAIL OF PURCHASER 1
EMAIL OF PURCHASER 2
PHONE NUMBER (PURCHASER 1)
PHONE NUMBER (PURCHASER 2)
BEST CONTACT PERSON
BEST FORM OF COMMUNICATION TEXTWHATSAPPEMAILPHONE
BEST TIMES TO CONTACT MORNINGSAFTERNOONSBEFORE HOURSAFTER HOURSANYTIME IS OK
Please include Name and Email of Contact Person.
DO YOU HAVE A CURRENT FINANCE PRE-APPROVAL? YESNOPENDING
WHAT IS THE SHORTEST FINANCE TIMEFRAME YOU CAN OFFER? 0 DAYS7 DAYS14 DAYS21 DAYSMORE THAN 21 DAYSUNSURE
CAN YOU OFFER A CASH CONTRACT? YESNOUNDECIDED
SETTLEMENT TERMS
Preferred settlement timeframe.
30 DAYS60 DAYS90 DAYSLESS THAN 30 DAYSGREATER THAN 90 DAYS
WILL YOU REQUIRE A BUILDING AND PEST INSPECTION? YESNOUNDECIDED
DO YOU NEED TO SELL ANOTHER PROPERTY BEFORE YOU BUY? YESNO
WHAT IS YOUR PREFERRED TIMEFRAME FOR THIS PURCHASE?
ie. When would you like to have the purchase completed?
WITHIN 3 MONTHSWITHIN 6 MONTHSWITHIN 12 MONTHSUNDECIDED
IS THIS PURCHASE SUBJECT TO FOREIGN INVESTMENT REVIEW? YESNOUNSURE
WILL YOU NEED TO PHYSICALLY SEE THE PROPERTY BEFORE PURCHASE? YESNOUNDECIDED
HOW LONG DO YOU INTEND TO HOLD THIS PROPERTY FOR? LESS THAN 1 YEARLESS THAN 5 YEARSMORE THAN 5 YEARSMORE THAN 10 YEARSFOREVER
YOUR LIFESTYLE (home buyers only)
Tell me a little about your lifestyle. eg. what do you like to do in your spare time / on your weekends?
YOUR IDEAL PROPERTY
PURCHASE TYPE *
You are buying a:
FOREVER HOMENEXT HOMEFIRST HOMEHOLIDAY HOMEINVESTMENTOTHER
TYPE OF PROPERTY HOUSETOWNHOUSEUNITOTHER
STYLE OF PROPERTY
Tick all that apply / are of preference.
MODERN CONTEMPORARYMODERN EXECUTIVEACREAGE / ESTATEBRICK AND TILEHIGHSET CHAMFERBOARDQUEENSLANDERCOLONIALWORKER'S COTTAGEPOST-WARPRE-WARART-DECORENOVATORUNDECIDED
(eg. $2M TO $2.5M)
LOCATION OF PROPERTY
Tick all that apply.
BRISBANE NORTHBRISBANE SOUTHBRISBANE WESTBRISBANE BAYSIDESUNSHINE COASTUNDECIDED
PROXIMITY TO CBD / AMENITIES
CLOSE TO CBD (WITHIN 7KM)CLOSE TO CBD (WITHIN 10KM)OUTER-RING (WITHIN 15KM)CLOSE TO PUBLIC TRANSPORTWALK TO CAFE / RESTAURANTCLOSE TO ENTERTAINMENT HUBWITHIN GOOD SCHOOL CATCHMENT ZONECLOSE TO AIRPORT
SHOULD THE PROPERTY HAVE A POOL? YESNOUNDECIDED
SHOULD THE PROPERTY HAVE AIR CONDITIONING? YESNOUNDECIDED
SHOULD THE PROPERTY BE FENCED? YESNO
ARE YOU OPEN TO RENOVATION? YESNOYES, BUT ONLY MINOR COSMETIC RENOVATIONS
A BRIEF DESCRIPTION OF THE PROPERTY YOU ARE LOOKING TO ACQUIRE
(eg. number of bedrooms, bathrooms, car accommodation, living spaces, entertaining areas, aspect etc)
List the things you WILL NOT compromise. (eg. cannot be located in a Flood Zone, Main Road, Train Line or Flight Path.)
ADDITIONAL INFORMATION
ANY OTHER RELEVANT NOTES
You can add Links to properties of interest in this space. (Current listings or past sales) - or any other notes you feel are relevant to this purchase.
