Investr.
Client Discovery Form
Getting started
Welcome
Let's find the right property for you.
A few questions so we can get a clear picture of your goals, comfort levels, and where the right opportunity sits. Takes around 5–8 minutes.
Section 1 of 5 — Ownership & Contacts
Are you purchasing in your personal name or through an entity? *
This affects how we structure your search and the checks we need to run.
What's the name of the purchasing entity?
Provide the name as it appears on the trust deed, company registration, or SMSF documents. Leave blank if not yet set up.
Please select an option.
Section 1 of 5 — Ownership & Contacts
Full legal name/s of purchasers *
Include middle names. If joint, provide both names.
Please enter the full legal name(s).
Section 1 of 5 — Ownership & Contacts
Mortgage broker or banker details *
We'll coordinate with them directly — saves you the back and forth.
Accountant details (optional)
If you'd like us to keep them in the loop.
Please provide at least your broker's name.
Section 2 of 5 — Goals & Strategy
What's your primary investment goal for this purchase? *
Select all that apply.
Target rental yield or return?
E.g. 5%+, neutral cash flow, $200/week positive — whatever your target looks like.
Please select at least one goal.
Section 2 of 5 — Goals & Strategy
How long are you planning to hold the property? *
Ideal end game or exit strategy *
E.g. build a portfolio for retirement, passive income, generate equity and cash out.
Please select a hold period and describe your exit strategy.
Section 3 of 5 — Finances & Risk
Financial parameters *
This shapes the search from day one.
Please fill in both financial fields.
Section 3 of 5 — Mindset & Comfort
How would you describe your investing temperament? *
Be honest — there's no wrong answer. It just helps us find the right fit.
Steady & conservativeBold & calculated
What are you genuinely fine with? *
These are scenarios we might navigate together — tick anything you're comfortable taking on.
What keeps you up at night? *
Hard nos and genuine concerns — knowing these upfront means we never put you somewhere uncomfortable.
Please complete all three fields above.
Section 4 of 5 — Property Preferences
What type of property do you prefer? *
What condition are you comfortable with? *
Number of bedrooms & bathrooms preferred *
Enter a preference, or tick "Flexible" if you're open on that one.
Flexible / open
Flexible / open
Please complete all property preference fields.
Section 4 of 5 — Property Preferences
Must-haves or deal-breakers *
E.g. garage, pool, corner block, proximity to train, minimum land size, etc.
Location *
Please fill in the must-haves and preferred suburbs.
Section 5 of 5 — Markets & Research
What types of markets are you most drawn to? *
Have you done any of your own research? *
Tell us what you've seen, read, or think is performing well. Markets, suburbs, data sources — anything is useful.
Please select market types and share your research.
Review your answers
Check everything looks right before we send it through.
You're in the system.
We've received your discovery form and we'll be in touch shortly to walk through the details and lock in next steps. Talk soon.
— JP & the Investr team