Beagl Fact Finding

Aside from your email address, which method of communication do you prefer below? (Select all that apply)

WhatsAppSMSPhone Call

Great! Now lets get into some financial questions and goals?
What type of funds do you currently have available to invest?

Available EquityCashLine of CreditWithdraw FacilityOther
How much does that amount to?

Complete the following to describe your ideal property.

Lets start by choosing your preferred State, then searching and selecting postcode or locatility from the lists below.
States (select as many as you like)*
ACT Postcodes (select as many as you like)*
NSW Postcodes (select as many as you like)*
NT Postcodes (select as many as you like)*
QLD Postcodes (select as many as you like)*
SA Postcodes (select as many as you like)*
TAS Postcodes (select as many as you like)*
VIC Postcodes (select as many as you like)*
WA Postcodes (select as many as you like)*

Type of dwelling? - Choose as many as you like*

HouseUnit / VillaApartmentTownhouseLandRural LandRural Land with Dwelling
Selected Dwelling

Type of commercial property

Shops & RetailDevelopment Sites & LandHotel, Motel & LeisureCommercial Farming & RuralWarehouse, Factory & IndustrialOfficesShowrooms & Large Format RetailMedical & ConsultingOther

And now some long-term goals and motivation
What are your reasons for investing in property?

Build portfolioTax benefitsSelf-managed superOther
Property position?

HomeownerRentingOther
How many investment properties do you currently own?*

Would you like to provide details about your Investment Property*

YesNo
Investment Property 1

Respond to the best of your knowledge. This is not required but goes a long way to helping us understand.
Address of Investment Property 1*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Equity $ held?
Entity ownership?

Personal name/sSuper fundCompany

Add Investment Property 2?*

YesNo
Investment Property 2

Respond to the best of your knowledge. This is not required but goes a long way to helping us understand.
Address of Investment Property 2*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Equity $ held?
Entity ownership?

Personal name/sSuper fundCompany

Add Investment Property 3?*

YesNo
Investment Property 3

Respond to the best of your knowledge. this is not required but goes a long way to helping us understand.
Address of Investment Property 3*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Equity $ held?
Entity ownership?

Personal name/sSuper fundCompany

Add Investment Property 4?*

YesNo
Investment Property 4

Respond to the best of your knowledge. This is not required but goes a long way to helping us understand.
Address of investment property 4*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Equity $ held?
Entity ownership?

Personal name/sSuper fundCompany

Add Investment Property 5?*

YesNo
Investment Property 5

Respond to the best of your knowledge. This is not required but goes a long way to helping us understand.
Address of investment property 5*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Equity $ held?
Entity ownership?

Personal name/sSuper fundCompany

Actions taken to date?

The following is a set of questions to help us establish what actions you have taken.
Research conducted or spoken to?

Looking onlineSpoken to a Real Estate AgentSpoken to a Buyer's AgentDiscussed with my Financial AdvisorOther
Did you have any information about that process that you would like us to know?

Please provide some details of your current Professional Team

The development of this team is something that we can certainly help with, and goes a long way to streamlining the purchasing process. Please provide as much detail as possible. We will not contact any contacts you provide, and in most cases a company or name is all thats needed.

Would you like some help in developing your Personal Professional Team? - We have a large selection of preferred partners that we would be more than happy to recommend.

YesNo

Thanks for completing our fact finding form.

This form will help us establish your buying structure, what you are looking for and a bit about your bigger picture.
Is there anything else to add, and what timeline are you working toward for the purchase? - in two paragraphs, tell us what is most important to you and what we may have missed.
Are you ready to engage Beagl Buyer's Agency? - If you're happy to proceed, we will now gather some additional information to prepare and send you the "Authority to Act" with our terms and conditions.*

Yes please!Not just yet
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