Property Investment Questionnaire
Help us understand your investment goals and preferences so we can tailor our property recommendations to you.
Welcome
Terry Loftus here.....Welcome and thank you for your interest in property investment. To ensure we provide you with the most relevant advice and opportunities, we'd like to understand your investment objectives and preferences. This questionnaire helps us tailor our recommendations to your specific needs. All information provided is strictly confidential. Please answer the following questions. There are no right or wrong answerswe simply want to understand what matters most to you as an investor. Terry Loftus, Director 0412 472 172
What is your primary investment objective?
Capital Growth Building long-term wealth through property value appreciation
Passive Income Generating regular rental income
Tax Benefits Maximizing deductions and minimizing tax liability
What is your investment timeframe?
Short-term (1-3 years)
Medium-term (3-7 years)
Long-term (7-10 years)
Very long-term (10+ years)
How would you describe your risk tolerance?
Conservative I prioritize safety and stability over high returns
Moderate I'm comfortable with some risk for better returns
Aggressive I'm willing to accept higher risk for maximum growth potential
What type of property interests you most?
House and Land Maximum depreciation benefits, land value growth
Townhouse Lower maintenance, good balance of land and building
Apartment Lower entry price, strong rental demand in cities
No Preference I'm open to expert recommendations
Which locations interest you? (You can list specific cities, states, or regions)
Are you interested in negative gearing or positive cash flow?
Negative Gearing Tax benefits now, capital growth focus
Positive Cash Flow Property pays for itself or generates profit weekly
Not Sure I'd like advice on what's best for my situation
How will you structure this investment?
Personal Name (Individual or Joint)
Company
Trust (Discretionary or Unit Trust)
Self-Managed Super Fund (SMSF)
Not Sure I need advice on the best structure
How hands-on do you want to be with property management?
Self-manage I'll handle tenants and maintenance myself
Professional Management I want a hands-off approach
Depends on Location Local properties I'll manage, interstate I won't
How much property investment experience do you have?
First-time investor This will be my first investment property
Some experience I own 1-2 investment properties
Experienced I own 3-5 investment properties
Advanced I own 6+ investment properties
When are you looking to purchase?
Immediately Ready to proceed when I find the right property
Within 1-3 months Actively looking
Within 3-6 months Researching options
6-12 months Planning ahead
Just exploring Gathering information for now
What is your approximate investment budget?
$600,000 - $800,000
$800,000 - $1,000,000
$1,000,000+
Do you have finance arranged?
Yes Pre-approved and ready (I have finance pre-approval in place)
Cash contract (I'll be purchasing outright without a loan)
Need help from a professional broker (I require assistance with finance arrangements)
Not yet arranged (I'll arrange my own finance when needed)
Is there anything else you'd like us to know? (Share any specific requirements, concerns, or questions)
Your full name
*
First Name
Last Name
Email address
*
example@example.com
Phone number
*
Please enter a valid phone number.
Format: (000) 000-0000.
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