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Client Intake

Complete the questions below and we'll offer you available meeting times to speak with our team. We review all enquiries before scheduling to ensure we can genuinely assist with your situation.

Contact Details

Full name

Email address

Mobile number

What Are You Looking to Do?

Select all that apply.

Intent

Property type

Specialist requirements

Intent and specialist flags are used to determine which documents to request via the client portal after booking.

Your Income

Approximate combined annual income — ranges are fine, this is not a credit assessment. Select all income sources that apply — include your partner or co-borrower if applicable.

Combined figure if two PAYG incomes apply.

Net profit figure.

Annual gross rental.

Your Property Position

Do you currently own any property?

Anything Else?

Brief summary of your requirements or situation

If we're not the right fit at this stage, we'll let you know and outline the most appropriate next steps.