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Potential.

Discovery Form

To help us understand your goals and curate the best opportunities for your needs, please complete the following details. Whether you’re purchasing for lifestyle, investment, or both, we’re here to simplify the process and align it with your personal vision

Name

First Name

Last Name

Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Phone

(###)

###

####

What are your main motivations for purchasing a holiday home? *

Select all that apply.

Personal lifestyle retreat

Holiday rental income

Long-term capital growth

Future retirement of downsizing

Other

Will your friends/family use the property personally?

Yes

No

What is your preferred location or area of interest?

Sunshine Coast

Fraser Coast

Noosa

Hinterland

Other

Are there any features of a property that are a 'non-negotiable'?

Private (no shared walls, driveway or common areas etc)

Pet friendly

Fully fenced

Garage

Single level / no stairs

Wheelchair accessible

Airconditioning/heating

Pool

Ocean Views

Walking distance to beach or town

Large entertaining areas

Dedicated work space/office

Other

How many bedrooms/bathrooms are required?

Please specify

Parking Preferences

Garage

Carport

On street parking acceptable

Please tick the property type you would consider

Apartments/units

Townhouses

Standalone House

Acreage/Rural property

Do you wish to avoid the following

Please select all that apply

Strata fees

Shared Facilities

Other

What is your target purchase range (excluding stamp duty & legal fees)?

Please specify min & max

What is your preferred deposit range?

Please pecify min & max

What is your preferred settlement period?

Please specify min & max

How do you intend to fund the purchase?

Full/partial loan?

Purchasing outright?

Unsure - would like a Broker's advice

Will this purchase depend on selling another property?

Yes

No

Have you engaged any of the following professionals?

Please select all that apply

Accountant

Solicitor/Conveyancer

Mortgage Broker

Insurance Broker

Financial Planner

No, but please connect me with professionals

If you answered yes to the above, please provide details below

Do you currently own any investment properties?

Yes

No

Would you like to consider the following:

Land tax implications

Family trust of SMSF structuring

Capital Gains Tax planning

Asset protection strategies

When are you looking to purchase?

Now / 1-3 months / 3-6 months / Later

What is your current finance status for purchase

Pre-approved

In progress

Not started

What services are you seeking from Curate?

Source and present aligned property options

Negotiate price and contract terms

Review disclosure documentation and reports

Coordinate due diligence

Styling, positioning & photography

Property Management

Other

Thank you!

Discover. Design. Deliver.

For holiday home bookings please visit our sister brand Balmy Breaks.

Curate would like to respectfully acknowledge the Kabi Kabi People, Traditional Custodians of this land , and Elders both past and present.

We also recognise those whose ongoing effort to protect and promote First Nations cultures will leave a lasting legacy for future Elders and leaders.

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