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Cash Flow Report Questionnaire New Clients

Get Your Personalised Cash Flow Report (New Clients)

Complete a few quick details and receive a 16-page cash flow report — with tailored projections, tax insights, and growth forecasts.

Investment: $195 — delivered next business day, or it’s free.

Why this report matters

  • Shows your true weekly cost after tax
  • 1, 10, and 25-year equity, growth, and cash-flow projections
  • Explains tax deductions, depreciation, and ownership costs
  • Helps you avoid properties with poor cash flow
  • Confidence to invest with numbers, not guesswork

New clients: this is the right form. If you’re already a client, use our Existing Clients Cash Flow Form.

All reports are prepared by The Successful Investor. Your details are confidential. We guarantee delivery next business day — or it’s free.

Before you begin

Fill in as much as you can. If you’re unsure, leave it blank — we’ll estimate and note our assumptions. The more accurate your details, the more precise your report.