Questionnaire: Strategic Consultation

1. Personal details

Full name

Age

I have children

2. Work and income situation

Work status (you can pick multiple)

Employee

Sole trader

Business owner (Ltd. etc.)

Other

Other income sources

Property rental

Business

Commissions

Dividends

Other income (please specify)

3. Current liabilities

I have a current mortgage

I have other loans / leasing / credit cards

4. Current assets

I own some properties

Financial reserves on accounts (CZK)

Other investments

Funds

Stocks / ETF

Crypto

P2P

Other (please specify)

5. Investment goals

What do you want to achieve by investing in real estate (3-10 years)?

Buying my first investment property

Expanding existing portfolio

Improving monthly cashflow

Building a future rentier income

Protecting money from inflation

Other (please specify)

6. Financial comfort and risk

What is your risk tolerance?

Low

Medium

High

What's most important to you?

Capital safety

Stable cashflow

Value growth over time

A combination of the above

7. Time horizon and commitment

When do you plan to buy your next / first investment property?

Within 3 months

Within 6 months

Within 1 year

Not sure yet

I have an emergency fund for unexpected expenses

How much time per week can you dedicate to investing?

1-2 hours

3-5 hours

More than 5 hours

I just want to consult, not handle it myself

8. Experience and attitudes

Do you have experience investing in real estate?

None

Theoretical (I've read / followed courses)

Practical (I own / rent out a property)

How do you perceive debt (a mortgage) as a tool?

9. Limits and concerns

What are your biggest concerns about investing in real estate?

What has held you back from your first or further investment in the past?

Is there anything you definitely don't want? (location, tenants, apartment type)

10. Preferred strategy type

Which strategy do you prefer?

Safe and stable

Balanced

More aggressive with higher yield

11. What does your ideal property look like?

House/apartment type

Panel building

Brick building

No preference

Condition

Renovated

Well-kept

Pre-renovation, I'm fine doing it

Preferred locations (cities, regions, type of area)

12. Preferred level of cooperation

What level of cooperation do you have in mind?

Just a one-off consultation

Preparation of the full strategy

Full turnkey process: selection, financing, purchase, plus renovation and management

13. Detailed financial goals

What monthly passive income would be ideal for you (in today's prices, CZK)?

In how many years would you like to reach this income?

Main reason for building wealth

Retirement

Financial independence

Future for the children

Wealth growth

Other (please specify)

How much can you set aside monthly for investments? (CZK)

14. How you want me to communicate with you

Which communication style suits you best?

Direct, concise and to the point

Simple step-by-step explanations

A combination of both

Preferred communication method

In person

Online

Mix

15. Contact details

Email

Phone

16. Consent to processing of personal data (GDPR)

I consent to the processing of personal data I provided in this questionnaire for the purposes of preparing the strategic consultation, drawing up a financial plan and follow-up communication. I acknowledge that my data will be processed in line with the GDPR and the privacy policy.

Questionnaire for the strategic consultation

1. Personal details

2. Work and income situation

3. Current liabilities

4. Current assets

5. Investment goals

6. Financial comfort and risk

7. Time horizon and commitment

8. Experience and attitudes

9. Limits and concerns

10. Preferred strategy type

11. What does your ideal property look like?

12. Preferred level of cooperation

13. Detailed financial goals

14. How you want me to communicate with you

15. Contact details

16. Consent to processing of personal data (GDPR)