Template Borang Perundingan Templat Soal Selidik Pelan Strategi 10 Tahun

Templat Soal Selidik Pelan Strategi 10 Tahun

Templat Soal Selidik Pelan Strategi 10 Tahun

Create a survey from a ready-made template in 30 seconds. Choose a template, customize it, then share it and collect responses with ease.
4.7/5
on G2
500,000+
Surveys created
10,000+
Team users
Use This Template
✓ Free forever
✓ No Credit Card Required
✓ Unlimited surveys, questions, and responses
17
Questions
Use This Template

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.
wait loading
*
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?
image result
Template instructions
Templat soal selidik pelan strategi 10 tahun membantu anda dan keluarga anda menggariskan matlamat kewangan dan harta tanah sepanjang dekad akan datang dan menyediakan latar belakang untuk sesi strategi.

Soal selidik ini mengumpulkan butiran penting termasuk nama, e-mel, negeri tempat tinggal, tanggungan, pendapatan isi rumah, simpanan, kadar simpanan bulanan, sasaran pendapatan pasif dan pemilikan hartanah pelaburan semasa. Ia juga bertanya tentang hutang, nilai aset keseluruhan dan kapasiti pinjaman untuk membuat rancangan yang realistik. Respons kekal sulit dan hanya digunakan untuk menyediakan pengesyoran yang diperibadikan semasa Panggilan Sesi Strategi dan disimpan dengan selamat untuk rujukan masa hadapan.

Soalan tambahan meneroka garis masa untuk mencapai aliran tunai portfolio dan sasaran nilai, keterbukaan kepada penambahbaikan nilai tambah atau pembelian antara negeri, dan jangkaan daripada ejen pembeli. Senario sesuai dengan pelanggan yang mencari pertumbuhan kekayaan hartanah, perancangan persaraan atau keselamatan pelbagai generasi.

Klik "Gunakan Templat Ini" untuk mengakses templat percuma ini dan mula membina strategi sepuluh tahun yang disesuaikan dengan input yang jelas dan sulit untuk sesi strategi anda.

Get Started in 3 Simple Steps

1

Use This Template

Click "Use This Template" to open it in SurveyMars. You can preview and test it without signing up.

2

Customize Your Survey

Edit questions, upload your logo, and match the design to your brand. Create professional surveys with no technical skills required.

3

Share & Collect Responses

Share by link, QR code, or embed it on your website. Responses appear in your dashboard as soon as they come in.

What Our Users Say

Trusted by users worldwide

View More G2 Reviews
Related Templates
Templat Borang Penilaian Risiko Penggabungan dan Pengambilalihan
View Template ➝
Templat Borang Audit Transformasi Digital
View Template ➝
Templat Borang Pertanyaan Kerjasama Penyelidikan
View Template ➝
Templat Borang Permintaan Penyesuaian Modul E-pembelajaran
View Template ➝
View All Templates