What can you expect from your Strategy Session?
By the end of your session you’ll have identified:
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Where you are and where you want to be in 1 and 5 years from now.
The roadblocks currently holding you back from achieving your goals.
A clear property investment strategy.
Your next action step.
Privacy policy
The Few Enterprises P/L ATF The Few Trust T/A Pumped On Property (POP) respects and
is committed to protecting your privacy as a client of POP pursuant to this information sheet.
Disclaimer
Real Estate Advice
The Client acknowledges that buying real estate is both a commercial and emotional
decision.
We primarily address the commercial basis as the emotional basis is particular to you.
Based on our experience and research we can only put up to you, properties we
believe meet your requirements.
At all times the decision to buy or not to buy is yours. We will advise as to our view as
to the pros and cons of properties identified by us as falling within your needs
analysis. The information provided is relevant to the current property market as at the
date of the recommendation and warranties cannot be given as to the future value of the
property.
The finally negotiated price depends upon the need of the Seller to sell and your desire
to buy. The price may also be affected by any terms or conditions attached to your
offer.
No Legal, Financial & Taxation Advice
The Client acknowledges and agrees that:
1.
Any information provided by us is provided as general information and for general
information purposes only;
2.
We have not taken t h e Client’s personal and financial c i r c u m s t a n c e s i n t o
account wh e n providing information;
3.
We must not and have not provided legal, financial or taxation advice to the Client;
4.
the information provided must be verified by the Client prior to the Client acting or
relying on the information by an independent professional advisor including a legal,
financial, taxation advisor and the Client’s accountant;
5.
The information may not be suitable or applicable to the Client’s individual
circumstances;
6.
We do not hold an Australian Financial Services Licence as defined b y section 9 of
the Corporations Act 2001 (Cth) and we a r e not authorised to provide financial
services to the Client, and we have not provided financial services to the Client;
7.
We have relied upon these warranties and representations made by the Client in
providing information and or performing any services for the Client.
Privacy Policy
We may use personal information collected from or about the Client to act as the Client’s
agent and to perform their obligations under any appointment or other agreement. We may
also use such information collected to promote the services that we provide and/or seek
potential clients.
We may disclose information to other parties including advisors, media organisations,
property data service providers, on the internet, to potential vendors, or the clients of the
Agent both existing and potential, as well as to parties engaged to evaluate any property,
body corporate or owners’ corporations, valuers, government and statutory bodies and
financial institutions.
We will only disclose information to other parties as required to perform their duties under
this agreement, to achieve the purposes specified above or as otherwise allowed under
the Privacy Act 1988. If the Client would like to access this information, they can do so, by
contacting the Agent at the address and contact numbers contained in this agreement.
The Client can also correct this information if it is inaccurate, incomplete or out-of-date.
Real estate and tax law requires some of this information to be collected. If the information
is not provided, we may not be able to act on the Client’s behalf effectively or at all.
1. Your personal goals
Next 12 months
Next 5 years
Your Property Investment
Goals
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Your Personal Goals
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2. What’s been holding you back until now?
What’s been holding you back from
achieving your property investment goals
until now?
Lack of confidence
Fear of failure
Limited education
Limited skills
Limited time
Inability to budget and save effectively
Inability to take the first step
Information overload
Feeling of overwhelm
Fear of success
Over confidence
Underperforming property portfolio
Average team of advisors
Limited social support
No mentor or coach
Which of these items is most important to
you?
3. Your financial health check
Personal details
Client 1
Client 2
Name
Mobile number
Email address
Are you currently renting?
Rent per week?
Are you currently paying off
your own home?
Do you own your own home
outright?
Children?
Income and employment
Salary (Annual)
Only If self employed: what
was your taxable income for
last financial year
Assets
Savings
Super
Shares
Cars
Liabilities
Credit cards
Car loans
Personal loans
Other
Property
Suburb
State
Purchase Price
Estimated value
(A)
Current Debt
(B)
Estimated
Equity (C)
(A – B = C)
Rent
(per week)
1 (PPR)
Property Details
2
3
4
4. Your property investment goals
Please identify which of the two options in each row
below is most important to you:
High risk
Low risk
Short term gains
Long term gains
Cash flow
Capital gains
Low rent return
High rent return
Single income property
Dual income property
Low depreciation benefits
High depreciation benefits
Small deposit
Large deposit
Units
Houses
Existing property
Brand new property
Renovated
Un-renovated
Single state
Multiple states
Regional property
Metro property
High maintenance property
Low maintenance property
Arm chair investor
Coaching client
5. Case Studies
Capital growth
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Luke Taylor
<9km to Brisbane CBD
3-bedroom house
Which of these items is
most important to you?
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Purchase price - $405,000 - June 2015
Comparable sales - $475,000 - March 2016
Rent - $400
Rental yield - 5.14%
Cash flow
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Jason Mills
Sunshine Coast QLD
5-bedroom dual occupancy
Purchase price - $445,000 - December 2015
Comparable sales - $500,000 - March 2016
Rent - $650
Rental yield - 7.6%
Capital growth & cash flow
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Shane Foley
Central Coast NSW
3-bedroom house
Purchase price - $337,500 - July 2015
Comparable sales - $370,000 - March 2016
Rent - $370
2-bedroom granny flat
Build price - $110,000
Rent - $300
Combined rental yield – 7.41%
6. Your property investment strategy
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