Property Investors Road map

Property investing takes time, dedication and research. Congratulations for taking the step to get started and receive the Roadmap and see what is really possible for you. You will find the report will be a great resource in your investment journey and we look forward to assisting you.

    • Goals
    • Due Date
    • Money Needed
    • How Would You Feel

    Please consider the following questions. These questions will highlight key areas in your financial life that contribute to your overall financial fitness. These questions will identify any financial gaps you may need attention in order to achieve the lifestyle you desire now and in the future.

    How Are You Going With Your Finances?

    Yes

    No

    How Are You Going With Your Finances?
    YesNo
    Do you feel confident that you will retire comfortably?
    YesNo
    Are you confident with your plan to reduce bad debt?
    YesNo
    Are you happy with your plan to build an investment portfolio?
    YesNo
    Do you have an up to date will and power of attorney?
    YesNo
    Are you confident your most valuable asset is protected?
    YesNo
    Are you happy with your plan to save for a goal?
    YesNo
    Are you happy with your ability to save?
    YesNo
    Do you pay additional amounts off your mortage?
    YesNo

    Foundation

    Yes

    No

    If you could not work for an extended period of time, are you confident you would be able to maintain your mortgage and other financial commitments?
    YesNo
    How would you rate the impact this would have on your family’s lifestyle?
    YesNo
    How confident are you that injury or illness will not affect your ongoing wealth and future plans?
    YesNo

    Future

    Yes

    No

    Are you confident in your plan for your financial future?
    YesNo
    Are you confident in your super being able to maintain your lifestyle when you retire?
    YesNo
    Can you afford to contribute some funds to an investment plan?
    YesNo