Property Wealth Plan Discovery Form

1
Let's Start with Your Name
First Name
Middle Name/s
Last Name
2
Your Best Phone Number
Please enter a valid phone number.
3
Your EmailAdd us to your contacts so we don't end up in your spam folder!
example@example.com
4
Your Age We won't tell anyone...
5
Your State or Territory
Please Select
Please Select
NSW
VIC
NT
ACT
QLD
TAS
WA
SA
6
Relationship Information
I have a partner and we are doing a joint Property Plan
I do not have a partner for the purposes of this form
7
Your Financial Dependents
I have no financial dependents
I have one or more financial dependents
8
How many financial dependents do you have?
Please don't add your partner's financial dependents here, you can add those on the next page.
9
Partner Name
First Name
Middle Name
Last Name
10
Partner Phone Number
Please enter a valid phone number.
11
Partner Email
example@example.com
12
Partner Age
13
Do you and your partner live in the same state or territory?
Yes
No
14
Your Partner's State or Territory
Please Select
Please Select
NSW
VIC
NT
ACT
QLD
TAS
WA
SA
15
Does your partner have any financial dependents?
Yes
No
We have the same financial dependents
16
How many financial dependents does your partner have?
17
Please type your partner's financial dependent's ages and current circumstances below.
18
How do you organise your finances? (Select all that apply to you)
I have a systematic approach to saving and investing.
I am satisfied with my current rate of saving and investing.
I maintain a written or digital budget of my lifestyle expenditure.
I have a risk management plan (ie- life, income protection/salary continuance and trauma insurance).
I have a wealth building plan to build my wealth.
I have an asset protection plan to prevent my assets being lost in the event of a financial mishap.
I have a finance retirement plan.
I have an estate plan (ie- will, testamentary trust, enduring power of attorney etc) to plan for what will happen to my assets when I die.
19
Please provide any further information you think we should know about your financial planning arrangements as a couple.
20
Your cash savings
I have cash savings
I do not have cash savings
21
Your partner's cash savings
My partner has cash savings
My partner does not have cash savings
22
What is the total value of your cash savings?
23
What is the total value of your partner's cash savings?
24
Please provide any further information you think we should know about your cash savings as a couple.
25
Do you have superannuation?
Yes
No
26
Does your partner have superannuation?
Yes
No
27
What is the total value of all your superannuation?
28
What is the total value of all your partner's superannuation?
29
Please provide any further information you think we should know about your and your partner's superannuation.
.
30
Do you have a motor vehicle?
Yes
No
31
Does your partner have a motor vehicle?
Yes
No
32
What is the total value of your motor vehicle/s?
33
What is the total value of your partner's motor vehicle/s?
34
Please provide any further information you think we should know about the motor vehicle/s you both have.
35
Do you own any leisure vehicles?
I don't have any leisure vehicles
Caravan
Jetski
Motorhome
Boat
Other
36
Does your partner own any leisure vehicles?
My partner doesn't have any leisure vehicles
Caravan
Jetski
Motorhome
Boat
Other
37
What is the value of your leisure vehicle/s?
38
What is the value of your partner's leisure vehicle/s?
39
Please provide any further information you think we should know about both your leisure vehicle/s.
40
Your Home
Please Select
Please Select
I am living in a home I own or pay a mortgage on
I am living in a rental property
My partner and I live in a home we both own or pay a mortgage on together
My partner and I live in a rental property together
41
What is the value of your home?
42
Please provide any further information you think we should know about the home you or your partner own or pay a mortgage on.We will ask you mortgage questions under our debt section, so please do not include this here.
43
How do you organise your finances?Please select all that apply to you
I have a systematic approach to saving and investing.
I am satisfied with my current rate of saving and investing.
I maintain a written or digital budget of my lifestyle expenditure.
I have a risk management plan (ie- life, income protection/salary continuance and trauma insurance).
I have a wealth building plan to build my wealth.
I have an asset protection plan to prevent my assets being lost in the event of a financial mishap.
I have a finance retirement plan.
I have an estate plan (ie- will, testamentary trust, enduring power of attorney etc) to plan for what will happen to my assets when I die.
44
Please provide any further information you think we should know about your financial planning arrangements.
45
Tell us about your cash savings
I have cash savings
I do not have cash savings
46
What is the total value of your cash savings?
47
Please provide any further information you think we should know about your cash savings.
48
Do you have superannuation?
Yes
No
49
What is the total value of all your superannuation?
50
Please provide any further information you think we should know about your superannuation.
.
51
Do you have a motor vehicle?
Yes
No
52
What is the total value of your motor vehicle/s?
53
Please provide any further information you think we should know about the motor vehicle/s.
54
Do you own any leisure vehicles?Please select anything that applies
I don't have any leisure vehicles
Caravan
Jetski
Motorhome
Boat
Other
55
What is the combined value of your leisure vehicles?
56
Please provide any further information you think we should know about your leisure vehicle/s.
57
Your Home
Please Select
Please Select
I am living in a home I own or pay a mortgage on
I am living in a rental property
58
What is the value of your home?
59
Please provide any further information you think we should know about the home you own or pay a mortgage on.We will ask you mortgage questions under our debt section, so please do not include this here.
60
Do you own investment property/iesIf you are making a plan with your partner, please include their investment properties in your answers.
Yes
No
61
How many investment properties do you have?
1
2
3
4
5
6
7
More than 7
62
What is the value of investment property no.1?
63
Is there a mortgage/s over investment property no.1?
Yes
No
64
What is the total amount owing on investment property no.1 mortgage/s?
65
What is the monthly mortgage/s repayment on investment property no.1?
FILL IN monthly amount payable each month
66
What is the interest rate/s you are paying on your mortgage/s on investment property no.1?
Please use a comma if you have more than one ie- 10%, 15%
67
Please select the type of interest rate/s on the mortgage/s for investment property no.1
Fixed rate
Variable rate
I have more than one mortgage and have both fixed and variable rates.
68
When does your fixed rate period expire on the mortgage for investment property no.1?
Date
Year
Month
Day
69
What are the monthly expenses on investment property no.1?
Do not include your mortgage repayments
70
What is the value of investment property no. 2?
71
Is there a mortgage/s over investment property no. 2?
Yes
No
72
What is the total mortgage/s amount owing on investment property no.2?
73
What is the monthly mortgage/s repayment on investment property no.2?
FILL IN monthly amount payable each month
74
What is the interest rate/s on the mortgage/s for investment property no.2?
Please use a comma if you have more than one ie- 10%, 15%
75
Please select the type of rate/s on the mortgage/s of investment property no.2
Fixed rate
Variable rate
I have more than one mortgage and have both fixed and variable rates.
76
When does your fixed rate period expire on the mortgage of investment property no.2?
Date
Year
Month
Day
77
What are the monthly expenses on investment property no.2?
Do not include your mortgage repayments
78
What is the value of Investment property no.3?
79
Do you have a mortgage/s over investment property no.3?
Yes
No
80
What is the total mortgage/s amount owing on investment property no.3?
81
What is the monthly mortgage/s repayment on investment property no.3?
FILL IN monthly amount payable each month
82
What is the interest rate/s on the mortgage/s for investment property no.3?
Please use a comma if you have more than one ie- 10%, 15%
83
Please select the type of rate/s on the mortgage/s of investment property no.3
Fixed rate
Variable rate
I have more than one mortgage and have both fixed and variable rates.
84
When does your fixed rate period expire on the mortgage for investment property no.3?
Date
Year
Month
Day
85
What are the monthly expenses on investment property no.3?
Do not include your mortgage repayments
86
What is the value of Investment property no.4?
87
Do you have a mortgage/s over investment property no.4?
Yes
No
88
What is the total mortgage/s amount owing on investment property no.4?
89
What is the monthly mortgage/s repayment on investment property no.4?
FILL IN monthly amount payable each month
90
What is the interest rate/s of your mortgage/s for investment property no.4?
Please use a comma if you have more than one ie- 10%, 15%
91
Please select the type of rate/s on the mortgage/s on investment property no.4
Fixed rate
Variable rate
I have more than one mortgage and have both fixed and variable rates.
92
When does your fixed rate period expire on investment property no.4?
Date
Year
Month
Day
93
What are the monthly expenses on investment property no.4?
Do not include your mortgage repayments
94
What is the value of Investment property no.5?
95
Do you have a mortgage/s over investment property no.5?
Yes
No
96
What is the total mortgage/s amount owing on investment property no.5?
97
What is the monthly mortgage/s repayment on investment property no.5?
FILL IN monthly amount payable each month
98
What is the interest rate/s of your mortgage/s for investment property no.5?
Please use a comma if you have more than one ie- 10%, 15%
99
Please select the type of rate/s on the mortgage/s on investment property no.5
Fixed rate
Variable rate
I have more than one mortgage and have both fixed and variable rates.
100
When does your fixed rate period expire on investment property no.5?
Date
Year
Month
Day
101
What are the monthly expenses on investment property no.5?
Do not include your mortgage repayments
102
What is the value of Investment property no.6?
103
Do you have a mortgage/s over investment property no.6?
Yes
No
104
What is the total mortgage/s amount owing on investment property no.6?
105
What is the monthly mortgage/s repayment on investment property no.6?
FILL IN monthly amount payable each month
106
What is the interest rate/s of your mortgage/s for investment property no.6?
Please use a comma if you have more than one ie- 10%, 15%
107
Please select the type of rate/s on the mortgage/s on investment property no.6
Fixed rate
Variable rate
I have more than one mortgage and have both fixed and variable rates.
108
When does your fixed rate period expire on investment property no.6?
Date
Year
Month
Day
109
What are the monthly expenses on investment property no.6?
Do not include your mortgage repayments
110
What is the value of Investment property no.7?
111
Do you have a mortgage/s over investment property no.7?
Yes
No
112
What is the total mortgage/s amount owing on investment property no.7?
113
What is the monthly mortgage/s repayment on investment property no.7?
FILL IN monthly amount payable each month
114
What is the interest rate/s of your mortgage/s for investment property no.7?
Please use a comma if you have more than one ie- 10%, 15%
115
Please select the type of rate/s on the mortgage/s on investment property no.7
Fixed rate
Variable rate
I have more than one mortgage and have both fixed and variable rates.
116
When does your fixed rate period expire on investment property no.7?
Date
Year
Month
Day
117
What are the monthly expenses on investment property no.7?
Do not include your mortgage repayments
118
If you have more than 7 investment properties, please make an appointment to speak to us at the end of this form.Feel free to leave us a message below regarding the number of investment properties you own.
119
Please select the states and/or territories the investment property/ies are in:.
VIC
NSW
QLD
TAS
ACT
SA
WA
NT
120
Please provide any further information you think we should know about the investment property/ies.
121
Do you or your partner have shares in companies listed on the Australian Stock Exchange or on other stock exchanges?
Yes
No
122
What is the total value of all shares in listed companies?
123
Please provide any further information you think we should know about your shares in listed companies.
124
Do you or your partner have ASIC regulated managed investment/s?
Yes
No
125
What is the total value of all these ASIC-regulated managed investments?
126
Please provide any further information you think we should know about these ASIC-regulated managed investments.
127
Do you have shares in companies listed on the Australian Stock Exchange or on other stock exchanges?If you are doing your plan with a partner, please also include their information here.
Yes
No
128
What is the total value of all your shares in companies listed?
129
Please provide any further information you think we should know about the shares in listed companies.
130
Do you have ASIC regulated managed investment/s?If you are doing your plan with a partner please also include their information here.
Yes
No
131
What is the total value of all your ASIC regulated managed investments?
132
Please provide any further information you think we should know about the ASIC regulated managed investments.
133
Do you or your partner have a mortgage/s over the home that you live in?
Yes
No
134
What is the total amount owing on the mortgage/s on your home?
135
What is the interest rate/s of your mortgage/s on your home?Please provide the percentage rate
136
Please select the type of rate/s on the mortgage/s on your home?
Fixed Rate
Variable Rate
I have more than one mortgage and have both fixed and variable rates
137
When does your fixed rate period expire?
Date
Year
Month
Day
138
Please provide any further information you think we should know about the mortgage/s on your home.
139
Do you or your partner own a credit card/s?
Yes
No
140
What is the total credit limit on your credit card/s?
141
What is the total amount owed on all your credit card/s?
142
What is the monthly amount paid to your credit card/s?
143
Please provide any further information which you think we should know about your and your partner's credit card/s.
144
Do either you or your partner have a personal loan/s?
Yes
No
145
What is the total amount owed on all your personal loans combined?
146
What is the monthly amount paid to all personal loans?
147
Please provide any further information you think we should know about your personal loan/s.
148
Do you or your partner have finance owing on any vehicles or leisure items?
Yes
No
149
What is the total amount owed on all vehicles and leisure items under finance?
150
What is the total monthly amount paid to the finance of your vehicle/s and leisure item/s?
151
Please provide any further information you think we should know about the finance on your or your partner's motor vehicle/s and leisure item/s.
152
Do you have HECS debt?
Yes
No
153
What is your total amount of HECS debt?
154
Does your partner have HECS debt?
Yes
No
155
What is your partner's total amount of HECS debt?
156
Please provide any further information you think we should know about your HECS debt/s.
157
Please provide any further information you think we should know about your partner's HECS debt/s.
158
Do you have a mortgage/s over the home that you live in?
Yes
No
159
What amount is owing on the mortgage/s on your home?
160
What is the monthly payment amount made on your home mortgage/s
161
What is the interest rate/s of your mortgage/s on your home?Please provide the percentage rate
162
Please select the type of rate/s on the mortgage/s on your home?
Fixed Rate
Variable Rate
I have more than one mortgage and have both fixed and variable rates
163
When does your fixed rate period expire?
Date
Year
Month
Day
164
Please provide any further information you think we should know about the mortgage/s on your home.
165
Do you own a credit card/s?
Yes
No
166
What is the total credit limit on all your credit cards?
167
What is the total amount owed on your credit card/s?
168
What is the monthly amount paid to your credit card/s?
169
Please provide any further information which you think we should know about your credit card/s.
170
Do you have any personal loan/s?
Yes
No
171
What is the total amount owed on personal loan/s?
172
What is the monthly amount paid to your personal loan/s?
173
Please provide any further information you think we should know about your personal loan/s.
174
Do you have finance owing on any vehicles or leisure items?
Yes
No
175
What is the total amount owed on the finance of your vehicle/s and leisure item/s?
176
What is the monthly amount paid to the finance of your vehicle/s and leisure item/s?
177
Please provide any further information you think we should know about the finance on your motor vehicle/s and leisure item/s.
178
Do you have HECS debt?
Yes
No
179
What is your total amount of HECS debt?
180
Please provide any further information you think we should know about your HECS debt/s.
181
Select the work situation that describes you best
Permanently employed full-time by an employer
Permanently employed part-time by an employer
Temporarily employed full-time by an employer
Temporarily employed part-time by an employer
Self-employed and work full-time
Self-employed and work part-time
Not currently working at all
Stay-at-home mum/dad
Retired and not working at all
Mainly retired and only work part-time
182
What is your gross annual income from your job?Please exclude any and all superannuation contributions before you pay any income tax
183
Please provide any further information you think we should know about your work situation.
184
Please select other sources of income that apply to you:
I receive Child Support
I receive Centrelink benefits
I receive other income not listed here
185
What is the monthly amount of child support you receive?
186
Please provide any further information you think we should know about the child support you receive.
187
What type of Centrelink benefits do you receive?
188
What is the monthly amount of Centrelink benefits that you receive?
189
Please provide any further information you think we should know about the Centrelink Benefits that you receive.
190
What is the monthly amount of OTHER income you receive?
191
Please provide any further information you think we should know about the OTHER income you receive.
192
YOUR CONFIDENCE ABOUT YOUR INCOME (Tick the box/es that apply to you)
I am very confident that my income is secure and will likely increase soon.
I am reasonably confident that my income is secure and will likely increase soon.
I am not worried about my income but I am not sure if it will increase, decrease or stay the same.
I have some concerns about my income and there is a chance that it will decrease soon.
I am worried about my income and feel that it may stop or decrease significantly soon.
193
Select the work situation that best describes your partner:
Permanently employed full-time by an employer
Permanently employed part-time by an employer
Temporarily employed full-time by an employer
Temporarily employed part-time by an employer
Self-employed and work full-time
Self-employed and work part-time
Not currently working at all
Stay-at-home mum/dad
Retired and not working at all
Mainly retired and only working part-time
194
What is your partner's gross annual income from their job?Please exclude any and all superannuation contributions before any income tax is paid
195
Please provide any further information you think we should know about your partner's work situation.
196
Please select other sources of income that apply to your partner:
Child Support
Centrelink benefits
Other income not listed here
197
What is the monthly amount of Child Support your partner receives?
198
Please provide any further information you think we should know about the Child Support your partner receives.
199
What type of Centrelink benefits are received?
200
What is the monthly amount of Centrelink benefits received?
201
Please provide any further information you think we should know about the Centrelink Benefits your partner receives.
202
What is the monthly amount of OTHER income your partner receives?
203
Please provide any further information you think we should know about the OTHER income being received.
204
YOUR PARTNER'S CONFIDENCE ABOUT THEIR INCOME (Tick the box/es that apply to you)
My partner is very confident that their income is secure and will likely increase soon.
My partner is reasonably confident their income is secure and will likely increase soon.
My partner is not worried about their income but is not sure if it will increase, decrease or stay the same.
My partner has some concerns about their income and there is a chance that it will decrease soon.
My partner is worried about their income and feels it may stop or decrease significantly soon.
205
Your grocery spendMonthly Total
206
Your council ratesMonthly Total
207
Your water and sewerageMonthly Total
208
Your home repairsMonthly Total
209
FurnishingsMonthly Total
210
Body corporate chargesMonthly Total
211
Building insuranceMonthly Total
212
Contents insuranceMonthly Total
213
Health insuranceMonthly Total
214
Income protection insuranceMonthly Total
215
Life insuranceMonthly Total
216
Motor vehicle insuranceMonthly Total
217
General medical and health itemsMonthly Total
218
Natural therapiesMonthly Total
219
Dry cleaningMonthly Total
220
CosmeticsMonthly Total
221
Clothing and footwearMonthly Total
222
Personal careMonthly Total
223
Dining out/takeawayMonthly Total
224
EntertainmentMonthly Total
ie- concerts, cinema
225
Alcohol/tabacco/vapeMonthly Total
226
GamblingMonthly Total
227
PetsMonthly Total
Include food, grooming and insurance
228
Gym/SportsMonthly Total
229
Travel and holidaysMonthly Total
230
GiftsMonthly Total
ie- Christmas, birthdays, anniversaries
231
Child expensesMonthly Total
ie- school/daycare fees, extra-curricular activities, school supplies, child support payments
232
Home phone and mobileMonthly Totals
233
Internet, Pay TV & Media Streaming SubscriptionsMonthly Total
234
Vehicle registrationMonthly Total
235
PetrolMonthly Total
236
Vehicle maintenanceMonthly Total
237
Public transportMonthly Total
238
Taxi/rideshare Monthly Total
239
Donations/charityMonthly Total
240
Voluntary super contributionsMonthly Total
241
Any other monthly expenses we have not coveredMonthly Total
242
After all major living expenses, how much savings do you have left for the month?
Couples, please combine your answer
243
Please provide any further information you think we should know about how much income/savings you have each month after all your living expenses are paid.
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Ok
244
YOUR FINANCIAL GOALS (Tick the box/es that apply)
I/we want to pay off my home mortgage as soon as possible.
I/we want to build an asset base that will fund a comfortable standard of living in retirement.
I/we want to minimise the current income tax paid on my salary/business income.
I/we want to improve current cash flow so there is more money left over each month to spend on luxuries.
I/we want to make provision for our children’s education
I/we want to build wealth to buy assets such as a new car, caravan, boat etc
I/we want to go on an expensive holiday and need to find a way to pay for it.
Other
245
Please provide any further information you think we should know about the goals that you would like to achieve.
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Ok
246
What age would you like to retire?
247
What age would your partner like to retire?
248
Assuming you had no debt, what would you like to be your monthly spend per month after retirement?Couples, please combine your monthly spend.
249
Please provide any further information you think we should know about how much you would like to spend monthly in retirement.
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Ok
250
YOUR INVESTMENT RISK PROFILE (Tick the box/es that apply)
I am aggressive and want to maximise my investment returns. I am comfortable with the risks involved in investing and am prepared to accept quite a high level of risk to achieve my financial objectives.
I am assertive and want to achieve superior returns. I am comfortable with the risks involved in investing and am prepared to accept a reasonable level of risk to achieve my financial objectives.
I prudent when it comes to investing. I look for a good balance between risk and return. I am prepared to sacrifice some potential returns by only investing in investments which have a lower level of risk.
I am cautious when it comes to investing. I am prepared to accept a small level of risk to achieve some returns but my main concern is to preserve my capital and to avoid things going wrong with my investments.
I am conservative when it comes to investing. I will only invest in the safest of investments where there is little to no risk. I accept that the returns on my investment/s will be very low to non-existent.
251
Please provide any further information you think we should know about your attitude to investing and risk profile.
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Ok
252
YOUR PARTNER'S INVESTMENT RISK PROFILE (Tick the box/es that apply)
Aggressive and wants to maximise their investment returns. Is comfortable with the risks involved in investing and prepared to accept quite a high level of risk to achieve financial objectives.
Assertive and wants to achieve superior returns. Is comfortable with the risks involved in investing and prepared to accept a reasonable level of risk to achieve financial objectives.
Is prudent when it comes to investing. Looks for a good balance between risk and return. Is prepared to sacrifice some potential returns by only investing in investments which have a lower level of risk.
Is cautious when it comes to investing. Is prepared to accept a small level of risk to achieve some returns but their main concern is to preserve capital and to avoid things going wrong with their investments.
Is conservative when it comes to investing. Will only invest in the safest of investments where there is little to no risk. Can accept that the returns on these investments will be very low to non-existent.
253
Please provide any further information you think we should know about your partner's attitude to investing and risk profile.
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Ok
254
YOUR FINANCIAL HISTORY (Tick the box/es that apply)
I believe that I have an excellent credit history and a very high credit score
I believe that I have a good credit history and a good credit score.
I believe that I have a reasonable credit history and a reasonable credit score.
I believe that there are some problems with my credit history and credit score.
I believe that I have a poor credit history and a low credit score
255
Please provide any further information you think we should know about your financial history and credit score.
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Ok
256
YOUR PARTNER'S FINANCIAL HISTORY (Tick the box/es that apply)
They believe they have an excellent credit history and a very high credit score
They believe they have a good credit history and a good credit score.
They believe they have a reasonable credit history and a reasonable credit score.
They believe there are some problems with their credit history and credit score.
They believe they have a poor credit history and a low credit score
257
Please provide any further information you think we should know about your partner's financial history and credit score.
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Ok
258
Expected changes to your financial life (tick the boxes that apply)
I am expecting a major career change in the near to medium term which will significantly affect my income up or down.
I am expecting major changes in my personal circumstances such as starting or growing my family.
I am looking to upgrade or downgrade my home which will involve a big expenditure or will mean a big cost saving.
I do not expect any major changes to my financial life in the near to middle term future.
259
Please provide any further information which you think we should know about the major changes that you expect.
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Ok
260
Expected changes to your financial life (tick the boxes that apply)
We are expecting a major career change in the near to medium term which will significantly affect our income up or down.
We are expecting major changes in our personal circumstances such as starting or growing my family.
We are looking to upgrade or downgrade our home which will involve a big expenditure or will mean a big cost saving.
We do not expect any major changes to our financial life in the near to middle term future.
261
Please provide any further information which you think we should know about the major changes that you expect.
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Ok
262
BORROWING FOR INVESTMENT PURPOSES (Tick the box/es that apply)
We have no problem with borrowing money for this purpose if it is done wisely and prudently.
We are a little concerned about borrowing money for this purpose but we understand that it makes sense and am ok with it as long as it is done wisely and prudently.
We are reasonably concerned about borrowing money for this purpose but I understand that it makes sense and are ok with it as long as it is done wisely and prudently.
We are very concerned about borrowing money for this purpose but understand that it makes sense and are ok with it as long as it is done wisely and prudently.
We are very concerned about borrowing money for this purpose so will not do it. We will only invest in property with our own cash.
263
Please provide any further information you think we should know about your attitude as a couple to borrowing money for investment purposes.
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264
BORROWING FOR INVESTMENT PURPOSES (Tick the box/es that apply)
I have no problem with borrowing money for this purpose if it is done wisely and prudently.
I am a little concerned about borrowing money for this purpose but I understand that it makes sense and am ok with it as long as it is done wisely and prudently.
I am reasonably concerned about borrowing money for this purpose but I understand that it makes sense and am ok with it as long as it is done wisely and prudently.
I am very concerned about borrowing money for this purpose but I understand that it makes sense and am ok with it as long as it is done wisely and prudently.
I am very concerned about borrowing money for this purpose so will not do it. I will only invest in property with my own cash.
265
Please provide any further information you think we should know about your attitude to borrowing money for investment purposes.
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266
YOUR PREFERRED TYPE OF PROPERTY (Tick the box/es that apply)
I/we prefer to buy an established unit/apartment
I/we prefer to buy an off-the-plan unit/apartment
I/we prefer to buy a brand-new completed unit/apartment
I/we prefer to buy an established villa/townhouse
I/we prefer to buy an off-the-plan villa/townhouse
I/we prefer to buy a brand-new completed villa/townhouse
I/we prefer to buy an established house
I/we prefer to buy an empty block of land and build a brand-new house
I/we prefer to buy an old house, knock it down and build a new house on the land
I/we prefer to buy a brand-new but completed house
I/we don`t mind what type of property I/we buy if it is a good investment.
Other
267
Please provide any further information you think we should know about the type of property that you would like to buy.
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PREFERRED STATE OR TERRITORY TO INVEST IN (Tick the box/es that apply)
NSW
QLD
VIC
SA
WA
TAS
269
INVESTMENT PROPERTY BUDGET (Tick the box/es that apply)
$500,000 or under
$500-$600,000
$600-$700,000
$700-$800,000
$800-$900,000
$900,000-$1MIL
I/We don't have a budget
270
Please provide any further information you think we should know about your investment property budget.
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271
LAST QUESTION- Is there anything you else you think we should know while preparing your Property Wealth Plan?
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272
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