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IRF Form SYD 310809

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sevadevelopments
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0% found this document useful (0 votes)
36 views2 pages

IRF Form SYD 310809

Uploaded by

sevadevelopments
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Investor Health Check Tick this box to book a complimentary consultation with a

Appointment Senior Finance Strategist to discover what you can do in


† your current situation. If you are unsure of your true
equity position and want to know if you can continue to
borrow to purchase property this meeting is crucial for
you to move forward.

Investor Buyer’s Agency Tick this box and have a Private Client Manager call you to
discuss how the Investors Buyer’s Agency can help you
† build your portfolio. This service is ideally for a
sophisticated investor who does not need to develop a
plan or strategy and does not require ongoing support;
you just want access to deals nationally to help grow your
portfolio.

What can you do right now Tick this box If you are interested in buying property but
Appointment are uncertain of what is possible based on your personal
† and financial situation take this opportunity to sit down
with an experienced coach in property investment and
find out what could be possible for you moving forward.
They will give you an idea of the type of plan and strategy
that would be possible based on your situation to
purchase property faster and safer on a national level,
even if you have never done that before.This appointment
will be either via phone or in person based on your
location and appointment availability.

Guest Mentoring Invitation Tick this box for a special opportunity to get a taste of
† Lifetime Mentoring. This evening will give you a great
opportunity to learn some great information, hear guest
speakers strategise on the market, meet some of our
clients and hear their results and get a real feel for what
we do - no strings attached.

Event Attended: _______________________________________________________________________________________

First Name: _______________________________________ Last Name:____________________________________________

Email:

Address: ____________________________________________________________________Postcode:_________________

Contact Phone: ______________________________________ Mobile:__________________________________________

Where did you hear about us?____________________________________________________________________________

Suite 3, Level 2, 9‐11 Albany Street, St Leonards NSW 2065


P: 1300 365 886 F: +61 2 8282 4432
www.positiverealestate.com.au
Let us get to know you better. Thank you for taking a few moments to complete this
feedback survey. Filling out this form out helps us improve the quality and relevance of the information
we provide and lets us know which services you are interested in and not annoy you with unwanted
calls!

FULL NAME: ____________________________


1 2 3 4 5
How likely are you to purchase an investment property in Very Definitely
Unlikely
the next 12 months? (please circle)
1 2 3 4 5
How likely are you to purchase an investment property in Very Definitely
Unlikely
the next 3 years? (please circle)
1 2 3 4 5
Are you an experienced investor? (please circle) Novice Very
Experienced

What is the current, approximate VALUE of your real estate/other assets? (Please tick one)

† $0 - $20,000 † $20,000 - $350,000 † $350,000 - $600,000

† $600,000 - $900,000 † $900,000 - $1.5M † $1.5M+

Do you own or rent your home? † Own † Rent † Other: ______________________

How many investment properties do you currently hold? † 0 †1 †2 †3 † 4+

What is the current, approximate DEBT on your real estate/other assets?

† $0 - $20,000 † $20,000 - $350,000 † $350,000 - $600,000

† $600,000 - $900,000 † $900,000 - $1.5M † $1.5M+

What is your current, household income range per annum?

† $0 - $40,000 † $40,000 - $80,000 † $80,000 – 120,000 † $120,000+

What is your age range? † 18-25 † 26-35 † 36-45 † 45-55 † 55+

Do you use a computer to research real estate? † Yes † No

Where would you do this most? † Home † Work (we won’t tell!)

What time of the day would you do this?

† Before work † at lunch † during work † after work at home


Privacy Statement – All personal information provided will be used for the use of Positive Real Estate only. This information
remains Private and Confidential and will not be provided to any third parties. Positive Real Estate is committed to acting in
accordance with the Privacy Act 1988 (web: www.privacy.gov.au).

Suite 3, Level 2, 9‐11 Albany Street, St Leonards NSW 2065


P: 1300 365 886 F: +61 2 8282 4432
www.positiverealestate.com.au

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