Tell us a little bit more about yourself?
What are your primary goals for property investment?
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Wealth accumulation for retirement.
Building an income stream through rental properties.
Diversification of my current investment portfolio.
Capitalizing on market growth for short to mid-term gains.
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Envision your ideal outcome from property investment. What does this success look like to you?
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Achieving financial freedom to enjoy life without monetary constraints.
Building a legacy of wealth for future generations.
Creating a passive income stream to secure my retirement.
Expanding my portfolio to reach new heights in property investment.
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What type of consultation do you require?
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Exploring: I’m thinking 6-12 months down the line
Ready: I intend to invest within the next 3-6 months
Immediate: I'm prepared to take action within the next three months
Urgent: I need to invest immediately due to personal/financial goals
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What's the biggest challenge you're currently facing in your property investment journey?
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Navigating the investment process and where to start.
Finding the right property in a competitive market.
Maximizing the return on my investment with smart strategies.
Seeking professional advice to avoid common investment pitfalls
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Could you share your level of experience with property investment? Whether you're a seasoned investor or new to the field, we curate our advice to your level of expertise.
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Newcomer: I'm new to property investment.
Some experience: I've dealt with property investment occasionally.
Experienced: I have a portfolio and looking to expand.
Veteran: I'm well-versed in property investment and looking for advanced opportunities.
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Are there specific types of property investments you are currently interested in?
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Residential properties for long-term investment
Commercial properties for diversification.
SMSF property investment for retirement planning.
High-yield or high-growth properties for dynamic portfolio management.
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Which of Liviti’s services are you most interested in learning about during our discovery call? Knowing this ensures we provide you with information exclusive to your interests.
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Liviti Blueprint and personalized investment strategies.
Property market insights and monthly research reports.
Financial planning and mortgage brokerage services.
SMSF & trust structuring for property investment.
I’m not sure, I'd prefer to discuss the options with a strategist.
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