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Getting To Know You

GETTING TO KNOW YOU

Help Us To Help You

PROPERTYOLOGY’S service is tailored specific to property investors. As informative as this website is, we appreciate that we will not have answered all of your questions. We are keen to schedule a specific time to answer all of your questions (either a face-to-face boardroom meeting or via Zoom).

PROPERTYOLOGY’S initial aim is to get to know you a bit, to discuss your own objectives, and to explain things such as PROPERTYOLOGY’S services, fee structure, business processes, and value proposition. In the same way that you, quite rightly, want to get to know more about us we also want to get to know you. In order to make the most of our time together, it is PROPERTYOLOGY’S policy to gather a small amount of information prior to our meeting.

Please take a few moments to complete and submit this document. PROPERTYOLOGY will review the information that you provide us prior to our meeting. The more information that you share with us the more we will be able to discuss how / where are skills might be able to add genuine value.

We look forward to talking soon. Thank you.

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Your Details

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Your Partner's Details

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Preferred method of contact**
Partner's Preferred Method of Contact

Retirement income example:

Step 1: $100,000 today is equivalent to $134,392 in 10 years time (3% CPI)
Step 2: $2,687,833 in (net) assets, excluding the family home @ 5% return $134,392 income per annum

What is your current position?

Home Loan

Liabilities Balance

Liabilities Approximate Value ($)

Investment Home Loan/s

Owner Occupied Property

Assets Value

Assets Approximate Value ($)

Investment Property/s

Other Assets

Retirement Planning / Protection

According to the Australian Bureau of Statistics (ABS), 96% of people aged 65+ are either still working or are in some way reliant on a government pension. When you think about it, most people are active in the workforce for 45 years (aged 20-65) yet only 4% of Australians become financially independent. This alarming figure has little to do with work ethic, general intelligence, or earning capacity and more to do about responsible financial intelligence and investment knowledge. Do you want to join the 96% (reliant on a pension) or the 4% (financially independent)?