Template 상담 양식 10개년 전략 계획 설문지 템플릿

10개년 전략 계획 설문지 템플릿

10개년 전략 계획 설문지 템플릿

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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
10개년 전략 계획 설문지 템플릿은 귀하와 귀하의 가족이 향후 10년 동안의 재정 및 재산 목표를 간략하게 설명하고 전략 세션을 위한 배경을 준비하는 데 도움이 됩니다.

이 설문지는 이름, 이메일, 거주 주, 부양가족, 가계 소득, 저축, 월 저축률, 소극적 소득 목표 및 현재 투자 부동산 소유권을 포함한 필수 세부 정보를 수집합니다. 또한 현실적인 계획을 세우기 위해 부채, 전체 자산 가치 및 차입 능력에 대해 묻습니다. 응답은 기밀로 유지되며 전략 세션 통화 중에 개인화된 권장 사항을 준비하는 데만 사용되며 나중에 참조할 수 있도록 안전하게 저장됩니다.

추가 질문에서는 포트폴리오 현금 흐름 및 가치 목표 달성을 위한 일정, 부가가치 개선 또는 주간 구매에 대한 개방성, 구매자 대리인의 기대치를 살펴봅니다. 시나리오는 부동산 자산 증가, 은퇴 계획 또는 다세대 보안을 원하는 고객에게 적합합니다.

"이 템플릿 사용"을 클릭하여 이 무료 템플릿에 액세스하고 전략 세션에 대한 명확하고 기밀이 유지되는 입력으로 맞춤형 10년 전략 구축을 시작하세요.

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