Effectively using Investment Property to reach your own financial goals ... the purchasing power fundamentals have never been so strong
How we work : properT networker is body that represent you the purchaser. We are deliberately set up to save you a lot of Time and Stress. Encouraging you to freely leverage off our industry knowledge and contacts. Based on the Important information gathered below, we present you with a selection of property opportunities and supporting facts, which represent a ‘best fit’ to your requirements, needs, goals and financial strategy from which you have the ability to make an informed decision
“All we ask in return is that you make a decision; whether that decision is a no or a Yes, so long as you are able to make one! Is that fair?”
Kindly complete the data below, save the document and your information provided and forward this information onto us at your earliest to get the ball rolling ...
PRIVATE AND CONFIDENTIAL – all information gathered from you below is strictly private and confidential in nature and will not be shared with anyone other than you and used for the sole purpose of potentially enhancing your own personal wealth
Do you have an investment strategy, or currently giving thought to planning your investments : Yes / No
If yes briefly outline your strategy and goals :
Is taking advantage of legitimately minimising the amount of personal income tax you are paying a desirable outcome for you : Yes / No
Are you looking for Tax Deductible Allowances : Yes / No
Have you discussed your investment strategy with a financial planner : Yes / No
What was the financial planners suggestions to help you achieve your financial goals :
How beneficial to your Investment Strategy is having both the Tax Man and a Tenant contributing around 80% towards your Financial Goals : Very / Not
If investment property forms part of your own strategy, are you in the market today looking to build an Investment Property Portfolio : Yes / No
Briefly describe what property attributes you are looking for :
- Preferred Location(s)
- Location(s) you definitely would not consider
- Preferred Number of Bedrooms ______
- Preferred Number of Car Park(s) ______
- Minimum internal size you would consider ______sq/m
- Existing or Off Plan ______
- Preferred completion date if off Plan ______
- Investment Budget minim $______maximum $______
- Would you be negatively gearing this investment to take advantage of prudent tax planning : Yes / No
- What amount per week would you be comfortable contributing towards your investment $______
- Estimation of your annual Taxable Income $______
- Have you had a pre-approval undertaken by a bank or mortgagebroker? If yes up to what amount will the bank lend you $______
- Do you have any existing property? If yes, how much existing equity would you reasonably estimate you have in this property/ these properties $______
- What is important to you : Capital Appreciation Rental Yield or Both
- Over what period of time do you envisage holding onto this Investment : ______years
Have you already begun looking for property? If yes, for how long have you been looking : ______
What have you already seen that you wish to avoid :
What have you seen that you like :
Are you the decision maker, or is there another person involved in the process : Yes / No
Who else might be included on choosing to move forwards :
Would you prefer a one on one chat before we come back to you with a selection of ‘best fit’ propertunities that might meet with your requirements : Yes / No
Your name :
Preferred time to contact you :
Contact number (s) :
Preferred Email Address :
Thank you for taking the time to complete the information! Remember to save the document before forwarding it onto properT for analysis and compilation
“Assuring you of our prompt and personal attention at all times now and into the future!”
Stephen Lazar for and on behalf of properT networker Tel : 03 9017 1160 Mob : 0413 108 125 Fax : 03 8080 1612