Template Formulários de consulta Modelo de Questionário do Plano Estratégico de 10 Anos

Modelo de Questionário do Plano Estratégico de 10 Anos

Modelo de Questionário do Plano Estratégico de 10 Anos

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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
O modelo de questionário do plano estratégico de 10 anos ajuda você e sua família a traçar metas financeiras e imobiliárias na próxima década e prepara o histórico para uma sessão de estratégia.

Este questionário reúne detalhes essenciais, incluindo nome, e-mail, estado de residência, dependentes, renda familiar, poupança, taxa de poupança mensal, metas de renda passiva e propriedade de propriedade de investimento atual. Também pergunta sobre dívidas, valor geral dos ativos e capacidade de endividamento para criar um plano realista. As respostas permanecem confidenciais e são usadas apenas para preparar recomendações personalizadas durante a Chamada de Sessão de Estratégia e armazenadas de forma segura para referência futura.

Perguntas adicionais exploram cronogramas para alcançar metas de fluxo de caixa e valor do portfólio, abertura para melhorias de valor agregado ou compras interestaduais e expectativas de um agente comprador. Os cenários adequam-se aos clientes que procuram o crescimento do património imobiliário, o planeamento da reforma ou a segurança multigeracional.

Clique em "Usar este modelo" para acessar este modelo gratuito e começar a construir uma estratégia personalizada de dez anos com entradas claras e confidenciais para sua sessão de estratégia.

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