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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Enter the name of the person who referred you or leave blank if your were not referred
Select the name of the PPA Advisor you were referred to
Your gross pre-tax household income
Include properties owned outright and mortgaged
What is the total value of your property portfolio, including your principle place of residence?
What is the reason for your enquiry
Choose one or more options
What stage is your finance at?
Any further information such as your home ownership, investment, and retirement goals
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