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