why are you looking to invest in property?

• Are you aiming for financial freedom?

• Passive income?

• Long-term wealth building?

• Setting up for retirement?

• Helping your kids in the future?

2.Investment Time Horizon

“How long are you looking to hold this investment for?”

• Short term (1–3 years)?

• Medium term (3–7 years)?

• Long term (7+ years)?

This helps tailor strategy (e.g., capital growth vs. cash flow vs. development potential).

3.Risk Profile

“How would you describe your appetite for risk?”

• Conservative (prefer stable, low-risk investments)

• Balanced (okay with moderate ups and downs)

• Growth-oriented (comfortable with higher risk for higher return)

This helps tailor strategy (e.g., capital growth vs. cash flow vs. development potential).

4.Financial Position & Budget

“Can we chat about your current financial position so we can assess what you can comfortably invest in?”

• What’s your borrowing capacity or cash available?

• Are you open to leveraging equity from an existing property?

• Do you have pre-approval already?

5.Preferences & Non-Negotiables

“Are there any must-haves or things you want to avoid?”

• Capital growth vs. positive cash flow?

• New builds vs. established homes?

• Suburbs with future development potential?

• Specific states or cities?

6.Experience Level

“Have you invested in property before?”

• First-time investor?

• Already have a portfolio?

• Familiar with strategies like subdivision, granny flats, dual occupancy?

6.Support & Decision-making Style

“Who else is involved in the decision-making process?”

• Partner? Family?

• Are you looking for a done-for-you strategy or more of a coaching/support approach?