Take just 30 seconds to answer these questions and unlock the full potential of your Obligation Free Wealth Discovery session. Current Situation I own my home outright I have a mortgage on my home I have Super to invest I have savings I have equity In Investment Property Other Are you Investing by.. Myself Partner Friends Superannuation Company Ideal Funding Solution Using Equity + Mortgage Using Cash + Mortgage Using Cash + Equity + Mortgage Superannuation Other How many Investments do you own? 0 1 2 3 4 5 or more Income Stream Employed Self Employed Employed and Self Employed Investment Streams Retired Savings/Superannuation Relationship Status Partnered Single Age Group 20 to 30 30-40 40-50 50-60 60 plus How many Dependents? 0 1 2 3 4 or more Reason for Investing Retiring Earlier & Spending More Time With Family & Friends Creating Wealth & Enjoying Financial Security Making up for a low super fund Diversify portfolio Creating wealth & enjoying financial security Reducing The Amount Of Tax You Pay Enjoying Better Returns Divorce Settlement Inheritance Other Howl ong have been thinking about Investing Just Started 1 to 3 Months 3 to 6 Months More than 6 Months Areas Need Help With / What's important to you Choosing the right property type and location for maximum gains Making the right choice Reducing the amount of tax I pay Working out my investment goals & strategy Amount of time it will take to invest They're all important to me Other How long before you plan invest? Ready Now Within 3 month Within 12 Months More than 12 months Combined IncomeAll regular income for all people wanting to investCombined SuperannuationSuperannuation amounts over $200K may be able to do a property investment via a SMSFCombined SavingsCash saving in financial institutionsCombined EquityTotal value of assets less any loans eg Value of home less the mortgage, shares, etcName First Last Email PhoneWhat State do you live in?NSWQueenslandVictoriaACTSouth AustraliaWestern AustraliaNorthern TerritoryTasmaniaBest Time to Call Mid to Late Morning Afternoon Early Evening Anytime ASAP Other Unleash your potential. Discover how we can assist you.
