Client Investor Profile This form provides Smarter Investor with the initial information required to select the property that best suits your client. We will likely have some further questions, please expect to hear from us in the next few hours. Introducer Section Investor Detail Title: Dr.Mr.Mrs.Ms.Miss. Please enter a value between 0 and 100. Preferred Method: EmailPhone No. Pre-Qualification Questions Finance Pre-ApprovalYesNo What is the maximum amount you/your client is comfortable in spending? What is the maximum out of pocket expense you would be comfortable with each week? $25$50$100$150$200+ What is Entity you will be purchasing in Personal Name(s)TrustSMSFOther How will you be accessing the 10% deposit? EquityBank GuranteeRefinance To Access CashCash Available Now LoanBorrowing 100% + costs?Other Preferences TimeframeReady nowNext 3 monthsJust looking Type of PropertyApartmentTownhouseHouseWhatever suits my requirements Have you invested before?YesNo What is your investment priority?RetirementPortfolioFinancial securityChildrenTravelOther Introducer’s Record of Consent I confirm that I have the client’s approval to forward the above information to Smarter Investor for the purposes of compiling a Property Investment Analysis Report. This information is to be used for these purposes only and will not be provided to any third parties without prior written consent.