New Client Enquiry and Briefing Form

Please complete the form below so we can connect you with the right advisor from our team.

We build property portfolios for our clients. These questions are important to help us understand your requirements and have a productive first meeting. If you would like to speak to someone before completing this form, please call us on (03) 8539 0300.
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First Name

Last Name

E-mail

Phone

Who referred you to us?

Enter the name of the person who referred you or leave blank if your were not referred

Who were you referred to?

Select the name of the PPA Advisor you were referred to

Household Income

Your gross pre-tax household income

How many properties do you currently own

Include properties owned outright and mortgaged

Estimated portfolio value

What is the total value of your property portfolio, including your principle place of residence?

Occupation

Your Age Bracket

What is the reason for your enquiry

Choose one or more options

Finance Status

What stage is your finance at?