Questionnaire

Step 1 of 9 11%
Your Chase Wealth strategist · here to help

So that we’re not rude, what should we call you?

A few quick questions so your strategist can prepare. No pressure, no obligation, and there are no wrong answers.

Pop your first name in so we know what to call you.

Lovely to meet you. What’s your best email?

This is where we’ll send your session details. We’ll never share it or spam you.

That email doesn’t look quite right, mind checking it?

And the best number to reach you on?

Just so your strategist can confirm your session time. One call, no pressure.

Pop in a number where we can reach you.

Where abouts in Australia are you based?

This helps us match you with the right local insights.

Choose your state so we can point you the right way.

Where are you at with property right now?

Wherever you’re starting from is the right place. This just helps your strategist prepare.

Please select an option.

Do you have access to any of these to get started?

Not sure? Just pick the closest fit, there are no wrong answers here.

Please select an option.

Roughly how much usable equity do you have?

A ballpark is completely fine, your strategist will help you firm this up later.

Pop in a rough figure so we can plan around it.

And your household’s yearly income, roughly?

A range is all we need, this just helps shape the right strategy for you.

Please select an option.

Anything you’d like to get out of property?

Optional: tell us what matters to you, or anything you’d like your strategist to prepare. You’ll be guided the whole way.

Quick tick of the box below and you’re all set.
Your details stay private & secure Takes about 2 minutes Trusted by 400+ Australian families
General information only, no pressure, no obligation. By submitting, you’re asking us to contact you to arrange your session. · Terms & Conditions