DWG Strategy Engine

Step 1: Welcome & Credibility

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"Before we dive in — everything we discuss today is about you and your goals. DWG has helped over 319 investors build real portfolios across 6 Australian states. We're not here to sell you a property. We're here to build you a plan."

Client Name*

Client Email

Used to email the PDF report

Client Phone

Advisor Name

Session Date

Channel

Where did you find us?

What brought you here today?

Let them talk freely — capture exact words

Decision Makers

Fact Find · Finance Request & Property Objective

Finance Request

Select all that apply

Primary Purpose

Property Status

Target Purchase Value ($)

Requested Loan Amount ($)

Available Cash Contribution ($)

Desired LVR (%)

Preferred Area / Postcode

Target Property Type

Target Timeframe / Settlement

Pre-approval Expiry (if any)

Current Broker / Lender

Existing Pre-approval Limit ($)

Target Weekly Repayment ($)

Repayment Preference

Main Financial Objective

e.g. purchase an investment property while retaining a $30,000 cash buffer

Known Constraints or Concerns

e.g. contract income, probation, visa, credit history, retirement horizon

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