Needs Analysis Questionnaire for Property Investment Advice

Investment Goals

What is your primary objective for property investment?

Capital Growth Properties

Cash Flow Properties

Combination of Capital Growth and Cash Flow

Buy and Flip

Tax Deduction

Other

Your Budget

What is your purchase budget?

Up to:

Unsure

Risk Tolerance

How would you describe your risk tolerance?

Low Risk Tolerance

Medium Risk Tolerance

High Risk Tolerance

Portfolio Diversification

Do you have specific requirements for the type of property you want to invest in?

Yes

No, I'm open to advice.

Do you have a specific location in mind for your investment property?

Yes

No, I'm open to recommendations.

Do you see value in diversifying your investments across different locations or property types?

Yes

No

Reasons for Property Investment

Please select all the reasons applicable for your investment:

Your Property Investment Team

Please provide the details of your current property investment team (leave blank if none)

Financial Advisor:

Recommendation Needed?

Yes

No

Name:

Email:

Phone:

Mortgage Broker:

Recommendation Needed?

Yes

No

Name:

Email:

Phone:

Solicitor/Conveyancer:

Recommendation Needed?

Yes

No

Name:

Email:

Phone:

Building Inspector:

Recommendation Needed?

Yes

No

Name:

Email:

Phone:

Property Manager:

Recommendation Needed?

Yes

No

Name:

Email:

Phone:

Accountant:

Recommendation Needed?

Yes

No

Name:

Email:

Phone:

Smart Renovate ROI Service

Would you like a Smart Renovate ROI Report? This includes a renovation quote and shows how the updates could increase your property's value and rental income.

Example: Smart Renovate ROI Report Service in Action

Property Value Before Renovation: $750,000
Renovation Investment: $28,900
New Sale Price After Renovation: $855,000
Profit: $105,000
Return on Investment (ROI): 363%

Rental Return Before Renovation: $37,440 p.a.
Rental Return After Renovation: $54,600 p.a.
Invested: $129,000
Rental Increase: 45.8%
Yield on Investment (ROI): 13.3%

Yes

No

Final Details

At this stage, you should have a better understanding of your financial position, goals, and preferences. This will allow us to tailor a strategy that aligns with your objectives and risk tolerance.

Please Enter Your Contact Information

Name:

Email:

Phone:

Do you have any additional comments or considerations we should know?

Needs Analysis Questionnaire for Property Investment Advice

Investment Goals

Your Budget

Risk Tolerance

Portfolio Diversification

Reasons for Property Investment

Your Property Investment Team

Smart Renovate ROI Service

Final Details

Thank you for completing the Needs Analysis Questionnaire.

Smarter Property Decisions