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Property Portfolio & Financial Planning Questionnaire
Helping you make the most of your property investments
Please take a few moments to complete this short questionnaire.
Your answers will help us better understand your current position and identify opportunities to support your property & financial goals
*
1.
What is your full name?
(Required.)
2.
Your Property Portfolio
How many rental or managed properties do you, or your partner, currently own?
1-2
3-5
6-10
10+
Unsure
3.
Future Plans
Are you, or your partner, planning to make any changes to your property portfolio in the next 12-24 months?
Buy
Sell
Possibly buy & sell
No current plans
Unsure
4.
Ownership Structure
How are your properties currently held?
Personally
Limited Company
Both
Not sure which is more efficient
5.
Tax Efficiency
Have you reviewed your property income to ensure it is structured in the most tax-efficient way?
Yes, within the last 12 months
Yes, but over 12 months ago
No
Not sure
6.
Protection Planning
If you were unable to work due to illness or injury, do you have protection in place to cover mortgage payments and living costs?
Yes
Partially
No
Unsure
7.
Estate & Succession Planning
Do you have a plan in place for what would happen to your properties if you were to pass away or lose capacity?
Yes, a full plan is in place
Some plans are in place
No
I haven’t thought about it
8.
Long-Term Goals
What is your primary long-term objective for your property investments?
Supplement retirement income
Build long-term wealth
Sell in the future for a lump sum
Unsure/still deciding
9.
Next Steps
Would you be open to a complimentary financial review from our approved partner? This will focus on your property portfolio, protection planning, and long-term strategy
Yes, please contact me
Maybe, I’d like more information
No, thank you
10.
At what email address would you like to be contacted?
