Property Investors Road map

    RETIREMENT

    Desired Passive Income In Retirement (Per Annum)

    Desired Retirement Age

    How Many Years Until Retirement

    Funds Available to Invest (What could you afford to contribute per month if required)?

    How comfortable are you about achieving your retirement goals?

    FINANCIALS

    The information in this section will contribute to your strategy around your capacity to invest, your investment timeline and your potential to reduce tax. (If you don’t have exact figures please provide your best estimate)

    INCOME

    First Name

    Your spouse/partner

    Job Title

    Spouse Job Title

    Income (Gross per annum)

    Spouse Income (Gross per annum)

    Shares

    Spouse Shares

    Family Tax Benefit

    Spouse Family Tax Benefit

    Rental Income

    Spouse Family Rental Income

    Other Income

    Spouse Other Income

    INVESTMENTS

    This section will assist us to establish a start point and work our your wealth gap. Once we know your wealth gap we can develop your investment timeline to be achieved by your ideal retirement age. (If you don’t have exact figures please provide your best estimate)

    Your superannunation balance

    Do you own you own home? (perhaps with help from the bank)

    Your spouse/partners superannuation balance

    Location

    Cash

    Value

    Fixed Interest

    Debt

    Investment Shares

    Interest Rate

    Other