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Lead Referral:
Real Estate Investor
Your Details
Referral Partner Full Name
*
Your full name as an individual, or business name.
Are you an Individual or Company?
*
Please Select
An Individual
A Company
Social Media
Blog Post
Other
Referral Partner Email
*
Be consistent with the email you use for all your referrals.
Referral Partner Phone
Be consistent with the phone no. you use for all your referrals.
Lead Details
First name
*
Last name
*
Email
*
Phone number
*
City your referral resides in
*
If Wealth Assist contacts this person, what time do they prefer?
*
Please Select
Morning
Midday
Afternoon
After Hours
Any Time
9-10am
10-11am
11am-12pm
12-1pm
1-2pm
2-3pm
3-4pm
4-5pm
Real Estate Investment Experience Level
*
Please Select
Novice
Beginner
Competent
Proficient
Expert
Do they have a property portfolio?
Please Select
Yes
No
Why has your referral selected real estate as an investment vehicle?
What would your referred client like to achieve through their real estate investment strategy?
Please summarise your goals, proposed timelines, and specifics with regard to your real estate investment goals
Is your real estate investment driven toward growing your capital or generating monthly income?
Please Select
Growing Your Capital
Generate Monthly Income
Generate Monthly Income and Capital Growth
When does your referral want to start their Investment Journey with Wealth Assist?
If you fail to plan you plan to fail. Determine a date they will be ready to invest with us. This will enable Wealth Assist to work towards achieving that goal with them.
Month
/
Day
/
Year
By what means will your referral fund their investment transaction
What type of funds do they have available to contribute to the purchase price?
Please Select
Cash Only
Cash and Mortgage Bond on Transaction
Mortgage Bond on Transaction
Mortgage Bond on Existing Real Estate
Cash and Mortgage Bond on Existing Real Estate
Other
Cash Contribution
*
The amount of cash your referred client has available to invest with Wealth Assist. If they plan to invest with a bond only - please write 0 here, and their pre-approved bond amount in the following field below.
Bond Qualification Amount
*
If your referral already qualifies for a bond, please enter the amount. If they do not have a pre-approved amount yet please write 0
Preferred Investment Term
Please Select
0 to 12 Months
12 to 36 Months
36 to 60 Months
60 Months Plus
Preferred Maximum Investment Amount
Please Select
R0 - R1.5m
R1.5m - R2.5m
R2.5m - R3.5m
R3.5m - R5m
R5m - R10m
R10m or more
Preferred Exposure to Market Value
Please Select
0% - 55%
55% - 60%
60% - 65%
65% - 70%
70% - 75%
Co-Investment
Please Select
Yes, I am prepared to co-invest
No, on my own
Preferred Province for Investments
Gauteng PTA
Gauteng JHB
Western Cape
Free State
Kwa Zulu Natal
Northern Cape
Eastern Cape
Prior to attending a consultation with us, we encourage all our investors to watch this series of videos explaining our Wealth Assist products, please indicate if your referred client has watched
this series of videos
.
*
Yes
No
Do you own a Property?
Yes
No
Investment Portfolio
In order to discuss your investment goals, viewing your current portfolio would be very beneficial. If you have a real estate investment portfolio (which can include your home) please upload your completed Real Estate Portfolio, by downloading and using this template
Submit