Why now
Used the super calculator Sunday night. Came in from the equity-release ad.
You can discuss
SMSF property purchase. He agreed Sunday — valid 6 weeks (to 23 July).
Don't
No quotes or application forms yet. Discussion only until the PDS step.
Opener
"You were looking at what your super could do on Sunday — want me to walk you through what the calculator was showing?"
Client profile
Contact
0412 ··· ··4 · j···@···.com
14 Harcourt St, Brighton VIC · tap to reveal (logged)
Conviction
Buyer intent.78
Confidence.71
Eligibility.84
Properties
2 held · $1.46M portfolio
PPOR Brighton (owned outright) · unit Cheltenham (IP, $310k owing)
Assets & liabilities
8 records — $1.79M net
Shares $120k · SMSF-eligible super $612k · car loan $18k
Interests & drivers
Retirement income
Equity release
Low-maintenance IP
Household
Couple, 2 adult children (left home)
Consultant notes
Prefers evening calls. Wife Lyn involved in decisions — include her.