New Client Enquiry and Briefing Form
Please complete the form below so we can connect you with the right advisor from our team.
Briefing form
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First Name
Last Name
Email
Phone/Mobile
Who referred you to us?
Who were you referred to?
- Select name of the PPA Advisor -
David McMillan
Phillip Almeida
Paul Brick
David Robbins
Tomas Turkayoglu
Lachlan Delahunty
Other
Not referred to anyone
How many properties do you currently own (owned outright and mortgaged)
- Select number of properties -
Principal home + 0 investments
Principal home + 1 or 2 investments
Principal home + 3 to 5 investments
Principal home + 5 or more investments
1 or 2 investments
3 to 5 investments
5 or more investments Item 6
No properties owned
Household Income
- Select your gross pre-tax household income -
$150,000 - $250,000
$250,000 - $400,000
$400,000 - $600,000
$600,000 - $800,000
$800,000 +
Estimated portfolio value (including principle place of residence)
- Select the total value of your property portfolio -
$0 - $1m
$1m - $2.5m
$2.5m - $5m
$5m - $15m
$15m+
Occupation
Your Age Bracket
- Choose your age bracket -
29 years old or under
30 to 39 years old
40 to 49 years old
50 to 59 years old
60 years old or over
Finance Status
- Select the stage your finance is at -
Not commenced
Meeting bank or broker
Application submitted
Pre-approved / Approval in principle
Finance not required
Other / To be confirmed
What is the reason for your enquiry (Choose one or more options)
Build a Property Portfolio
Purchase a Principal Home
Purchase an Investment Property
Sell a Property
General Property Portfolio Advice or Strategy
Other Questions or General Comments
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