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Your Details

required fields are marked with an *
Your Partner's Details

required fields are marked with an *
Given Names*
Given Names
Surname*
Surname
Birth Date (dd/mm/yyyy)
DD slash MM slash YYYY
Birth Date (dd/mm/yyyy)
DD slash MM slash YYYY
Street Number and Street Name*
Street Number and Street Name
Suburb and Postcode*
Suburb and Postcode
Phone*
Phone
Email*
Email
Occupation*
Occupation
Annual Income (gross)*
Annual Income (gross)
What area did you grow up in?
What area did your partner grow up in?
What are your hobbies / interests?
What are your partner's hobbies / interests?
What qualifications do you have (tertiary / other)?
What qualifications does your partner have (tertiary / other)?
Describe your current daily role / occupation*
Describe your partner's current daily role / occupation
Why are you interested in investing in property and why is it important to you?*
What knowledge do you have about property investing and where did you learn it?
What is your long-term financial objective (how much / what time frame)?*
When you decide that you no longer want to work, what assests will you need to have acquired to fund the lifestyle that you choose?
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 $134,392 income per annum
What is your current position?
Liabilities Balance
Liabilities Approximate Value ($)
Home Loan
Lender
Amount ($)
Investment Home Loan/s
Lender
Amount ($)
Lender
Amount ($)
Lender
Amount ($)
Lender Shares
Amount ($)
Assets Value
Assets Approximate Value ($)
Owner Occupied Property
Suburb
Approx. Valued Amount ($)
Investment Property/s
Suburb
Rent p/w ($)
Valued Amount ($)
Suburb
Rent p/w ($)
Valued Amount ($)
Suburb
Rent p/w ($)
Valued Amount ($)
Other Assets
Shares
Cash in bank
Retirement Planning / Protection
Your Superannuation Value ($)
Your Partner's Superannuation Value ($)
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)?

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test getting

Your Details

Your Partner's Details

What is your current position?

Liabilities Balance

Liabilities Approximate Value ($)

Assets Value

Assets Approximate Value ($)