Full Name

Phone

Age

Current Occupation and Income Level

Do you have a partner/spouse?

Yes No

If yes, are they part of the investment decision-making process?

Financial Position and Investment Goals

What is your combined household income?

What are your total savings and available funds for investment?

Do you have pre-approval for a loan? If yes, what is the approved amount?

Do you currently own any property? If yes, please list their location and type.

Are there any other assets or sources of equity you'd like to leverage for this investment?

What is your current credit score or borrowing capacity (if known)?

What is your primary reason for investing in property?

What are your long-term financial goals?

What is your ideal annual rental return or passive income target?

How many properties do you aim to own in your investment portfolio over time?

Do you plan to eventually sell the property/properties, or is your strategy to hold them long-term?

Property Preferences and Risk Tolerance

What type of property are you most interested in?

Do you have a preference for property locations?

Are there specific features or attributes you value in a property?

Would you prefer properties that require renovation or are move-in/rent-ready?

What is your tolerance for risk in property investment?

Low: Stable, low-risk properties. Moderate: Value-add opportunities. High: High-growth/high-return opportunities with higher risk.

Are you comfortable investing in off-market or distressed properties?

Do you prefer a high rental yield, strong capital growth potential, or a balance of both?

Are you open to properties in regional areas, or do you prefer metro/city locations?

Investment Approach, Challenges and Concerns

How involved would you like to be in the property investment process?

Do you have experience in property investment? If yes, what have you learned from your previous investments?

What kind of support or services are you seeking from us as your buyer’s agent?

What are your biggest concerns or challenges regarding property investment?

Have you received property investment advice before? If yes, was it helpful or not? Why?

What’s your biggest fear about property investment, and how can we help you overcome it?

Future Planning

Where do you see yourself financially in the next 10-20 years?

Do you have a succession plan for your investment properties?

Do you intend to build a legacy or a retirement plan through property investing?

Additional Information

Are there specific strategies or opportunities you’re curious about?

Is there anything else you’d like to share that would help us better understand your needs and goals?

Client Profile Form