Investment Objectives
6. What is your primary goal?
Capital Growth Cash Flow Tax Benefits SMSF Investment Future Development Potential Retirement Planning
7. What is your intended investment timeframe?
Less than 5 years 5-10 years 10+ years
8. How many investment properties do you aim to own?
1 2-3 4-5 5+
Risk Profile
9. How would you describe your risk tolerance?
Conservative Moderate Growth Focused Aggressive
10. Would you consider investing interstate if the data supports it?
Yes No
Knowledge and Commitment
11. Have you invested in property before?
Yes No
12. Are you prepared to hold a property for at least 7-10 years to maximise growth potential?
Yes No
13. Do you understand that successful investing is generally about "time in the market" rather than "timing the market"?
Yes No
Self-Assessment Score Guide
Give yourself 1 point for each "Yes" answer in Questions 2, 4, 5, 10, 12 and 13.
0-2
Not quite ready. Focus on improving savings, borrowing capacity and investment knowledge.
3-4
You're getting close. A strategy session can help identify the next steps.
5-6
Excellent. You're likely ready to start building an investment strategy and acquiring assets.
"The best investment strategy starts with understanding your goals, financial position, and long-term vision. Assess yourself first, then let's discuss how to turn those goals into a plan."