Template Formulir Konsultasi Templat Kuesioner Rencana Strategi 10 Tahun

Templat Kuesioner Rencana Strategi 10 Tahun

Templat Kuesioner Rencana Strategi 10 Tahun

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10 Year Strategy Plan Questionnaire Template

We appreciate you taking a few moments to complete this questionnaire so we can better understand your current circumstances. Your responses will guide us to assist the ten-year plan for you and your family. All information provided will remain confidential and used only for our records.
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*
1.
Full name
*
2.
Email address
3.
Which state do you reside in?
NSW
VIC
QLD
SA
WA
ACT
NT
4.
Do you have dependents?
Yes
No
5.
What is your household income?
$0 to $20,000
$20,000 to $40,000
$40,000 to $70,000
$70,000 to $100,000
$100,000 to $150,000
$150,000 and above
Other
6.
How much do you have in disposable savings right now?
$0 to $20,000
$20,000 to $40,000
$40,000 to $70,000
$70,000 to $100,000
$100,000 to $150,000
$150,000 and above
Other
7.
How much does your household save per month on average?
Under $1,000
$1,000 - $2,000
$2,000 - $3,000
$3,000 - $4,000
$4,000 - $5,000
$6,000 and above
8.
Do you have a passive income target from property? If so, what is it?
$50,000 to $74,999
$75,000 to $99,999
$100,000 to $119,999
$120,000 to $139,999
$140,000 to $159,999
$160,000 to $179,999
$180,000 to $200,000
$200,000 and above
No passive income goal
9.
Do you currently own any investment properties?
Yes
No
10.
How much debt do you currently hold?
Under $300,000
$300,000 - $600,000
$600,000 - $800,000
$800,000 - $1,000,000
$1,000,000 and above
11.
What is your total current asset value (property, shares, superannuation, etc.)?
Under $300,000
$300,000 - $600,000
$600,000 - $800,000
$800,000 - $1,000,000
$1,000,000 and above
12.
Do you know your approximate borrowing capacity? If so, how much could you borrow?
Under $300,000
$300,000 - $600,000
$600,000 - $800,000
$800,000 - $1,000,000
$1,000,000 and above
I am not sure of my borrowing capacity
13.
In how many years do you aim to reach your portfolio cashflow and value target?
1-2 years
3-4 years
5-6 years
7-8 years
8-9 years
10 years
14.
Are you open to increasing an investment property's value through renovations, subdivision, a granny flat, development, or adding another dwelling?
Yes
No
Maybe
15.
Would you be willing to buy an investment property interstate if it better matched your strategy?
Yes
No
Maybe
16.
How do you think an agent could assist you?
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Template instructions
Templat kuesioner rencana strategi 10 tahun membantu Anda dan keluarga Anda menguraikan tujuan keuangan dan properti selama dekade berikutnya dan mempersiapkan latar belakang untuk sesi strategi.

Kuesioner ini mengumpulkan detail penting termasuk nama, email, negara tempat tinggal, tanggungan, pendapatan rumah tangga, tabungan, tingkat tabungan bulanan, target pendapatan pasif dan kepemilikan properti investasi saat ini. Ini juga menanyakan tentang utang, nilai aset secara keseluruhan dan kapasitas pinjaman untuk membuat rencana yang realistis. Tanggapan tetap rahasia dan hanya digunakan untuk menyiapkan rekomendasi yang dipersonalisasi selama Panggilan Sesi Strategi dan disimpan dengan aman untuk referensi di masa mendatang.

Pertanyaan tambahan mengeksplorasi jadwal untuk mencapai target arus kas dan nilai portofolio, keterbukaan terhadap peningkatan nilai tambah atau pembelian antar negara bagian, dan harapan dari agen pembeli. Skenario cocok untuk klien yang mencari pertumbuhan kekayaan properti, perencanaan pensiun, atau keamanan multigenerasi.

Klik "Gunakan Templat Ini" untuk mengakses templat gratis ini dan mulai membangun strategi sepuluh tahun yang disesuaikan dengan masukan yang jelas dan rahasia untuk sesi strategi Anda.

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