Meeting Preparation- Data Collection
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  Thanks for booking a time with the strategic Investor's team for your What Can I Do Now Appointment.

We look forward to supporting you and creating total clarity regarding your next steps for us to complete your support. Please take the time now to fill in this data form.

The information you provide us will make the time we spend together much more fruitful instead of asking lots of questions about numbers, and we will have them in front of us already

As you can see below, you can call us with any questions while filling out the form; the data does save if you need to go away from this tab and return and most importantly, once you've completed the form, you can.

1. Print it and see what it looks like
2. Submit it; Once you hit "Submit", you will get a copy of all the details you have entered via email

Thanks from
Strategic Investors Australia
           
             
  You should before on acting on any advice, consider the appropiateness of any advice, having regards to your objectives, financial situation currently and your future needs. You should obtain product disclosure statements and consider the statement (including the risk of holding any present or future assets) before making any decision whether to acquire the product. The general advice / information that has been discussed with you is as a result of the information you have provided here and any further information clooected during the PWP is presented to you without taking into account your specific objectives , financial situation and immediate or future needs.  
             
             
             
             
             
             
             
             
             
             
             
             
  Thankyou for fill out the form.          
  Applicant 1                    
            Income   Dependents      
  First Name Last Name Income 1 $ Age      
  Phone Number Email Address Income 2 $ Age      
  Age Bracket
    Self Employed $ Age      
  Street Suburb Total $ Age      
  Post Code State
             
Strategic Investors data form for Property Investing Strategic Investors Data Submission
  Applicant 2                    
    Applicant 2   Address   Income   Dependents      
  Last Name Income 1 $ Age      
  Phone Number Email Address Income 2 $ Age      
  Age Bracket
    Self Employed $ Age      
  Street Suburb Total $ Age      
  Post Code State
             
  X Click "NEXT" to proceed to next section                
                   
                       
    Press "Update" button to below to get the formula's to recalculate    
    Assets    Applicant 1     Applicant 2
    Car 1 $   $
    Car 2  $   $
    Caravan / Bike  $   $
    Boat $   $
    Shares / Bonds  $   $
    Superannuation Balance  $   $
    Furniture  $   $
    Personal Effects $   $
    Collectables $   $
    Cash $   $
    Total Value Assets $   $
  X Click "NEXT" above to proceed to next section      
               
      Press "Update" button to below to get the formula's to recalculate      
                         
  Liabilities Lender   Loan Limit   Interest Rate     Outstanding Amount   Monthly Repayments  
  Car 1 Loan  $   % $ $  
  Car 2 Loan  $   % $ $  
Caravan / Bike Loan  $
% $ $
  Boat Loan  $   % $ $  
  Other Loans 1 $   % $ $  
  Other Loans 2 $   % $ $  
  Rent Payable  Not Mortgage Payment               $  
  Child Support                  $  
  Credit Card 1 $   % $ $  
  Credit Card 2 $   % $ $  
  Credit Card 3 $   % $ $  
    Total $       $ $  
  X Enter your details below and click "NEXT"                 
                         
      Press "Update" button to below to get the formula's to recalculate      
                         
  Liabilities Lender   Loan Limit   Interest Rate     Outstanding Amount   Monthly Repayments  
  Car 1 Loan  $   % $ $  
  Car 2 Loan  $   % $ $  
Caravan / Bike Loan  $
% $ $
  Boat Loan  $   % $ $  
  Other Loans 1 $   % $ $  
  Other Loans 2 $   % $ $  
  Rent Payable  Not Mortgage Payment               $  
  Child Support                  $  
  Credit Card 1 $   % $ $  
  Credit Card 2 $   % $ $  
  Credit Card 3 $   % $ $  
    Total $       $ $  
  X Enter your details below and click "NEXT"                 
                         
      Property 1     Property 2     Property 3     Property 4     Property 5          
Ownership    
   
   
   
   
         
Street Name                          Ensure you scroll to the bottom of the form     
Suburb                            
Post Code                            
State    
   
   
   
   
       
Property Type    
   
   
   
   
       
Purchase (Month/Year)                              
Year Built                          Totals     
Purchase Price   $    $     $     $     $     $     
Current Value   $    $     $     $     $     $     
Lender                              
Mortgage Limit   $    $     $     $     $     $     
Mortgage Outstanding   $    $     $     $     $     $     
Loan to Value Ratio                            
Available Equity @ 80%   $    $     $     $     $     $     
Interest Rate   %   %   %   %   %          
Fixed Or Variable    
   
   
   
   
         
Remaining Months for Fixed                              
Monthly Payments   $    $     $     $     $     $     
Weekly Gross Rental   $    $     $     $     $     $     
                                         
      X Either click on "Finish" or click "NEXT" to see the summary        
                    Date Submitted:
  No. Ownership Suburb Type Current Value  Mortgage Limit Mortgage Balance LVR  Avail Equity Interest Rate  Fixed or  Variable Current Monthly Payments Yearly Loan Payments Due Gross Rental p/a Gross Cash Flow
 
 
 
 
 
               
                               
                               
  Gross Income Yearly   Assets Value Owing Total Equity   Property Equity Variable   Dependents Under 18
  Applicant 1   Property   Available Property equity  0.8   Dependent Age
  Applicant 2   Assets   Available Redraw     1
  Rental                       2
                            3
  Total   Total             4
                            5
  X  Either click on "Finish" or click "Previous" to see the previous pages.     6
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