Refer a Friend

Please complete the form below to forward details of the lead to Property Asset Planning.

Information to be completed in this form is as follows:

  • Type of Appointment
    (Consultation, Phone, Referral Finance / Property Management)
  • Appointment Details
  • Basic Contact Information
    (name, email, phone, address, age)
  • Employment Type
  • Income Range
  • Interest in SMSF
  • Current Equity Position
  • Existing Investment Property
  • Final Notes / Comments

The form is intuitive and will populate according to the information entered.

i.e. if there is no partner, then no information for the partner will be shown on screen or if this is a finance referral, no appointment details will be shown etc.


* Please note: Lori Vallins will receive a copy of this information via email for her records.

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Find out more about Investing in Property

If you have considered investing in property, our educational 1 hour Financial Freedom Information Evening (when available) or a meeting with a Property Strategist is invaluable.

We educate people interested in protecting and growing their wealth via smart property investments so they can take control of their future and make their own decisions.

Obtain knowledge and make an informed decision... Book a 1:1 presentation to find out more!

The information provided is purely to educate you on the in's and out's of property investment. It will help you make an informed decision on whether investing in property is right for you.