New Client Information Form - PPHL

  • New Client Information Form

    Please fill in the details below so we can make the most of our first meeting.

  • Your Privacy Is Our Priority

    Please see our website for our Privacy Policy. All information in this form is securely transferred to us.
  • What Assistance Would You Like?*

  • Your Contact Details (Primary Applicant)

    This section requires details of the primary applicant. We will ask for details of any other applicants later in the form.
  • Date Of Birth*
     - -
  • Have you ever been known by any other names?
  • Do You Have Any Dependents?

  • Employment Details (Primary Applicant)

    This section is for the details of the primary applicant. We will ask for details of any other applicants later in the form.
  • What Is Your Employment Status?
  • Do You Have A Rental Property?

  • Loans & Credit - How Much You Owe (Primary Applicant).

    This section is for the details of the primary applicant. We will ask for details of any other applicants later in the form.
  • Do You Own Your Home or Have A Mortgage On It?
  • Are You Renting?
    • ASSETS 
    • Do You Own A Car?
    • PERSONAL CREDIT 
    • Do You Have A Personal Loan?
    • Do you have a Credit Card?
    • Do You Have A HECS Debt?
  • Do You Have Any Other Debts Not Listed Here?

  • Other Applicants

  • Are There More Applicants For This Loan?

  • Your Contact Details (Secondary Applicant)

    This section is for the details of the secondary applicant only.
  • Are you the Partner / Spouse of the Primary Applicant?*
  • Date Of Birth*
     - -
  • Have You Ever Been Known By Any Other Names?
  • Do You Have Any Dependents NOT Included Above? ONLY Select Yes If They Are NOT Counted In Total of Primary Applicant:
  • Is Your Current Home Address The Same As The Primary Applicant?

  • Employment Details (Secondary Applicant)

    This section is for the details of the secondary applicant.
  • What Is Your Employment Status?
  • Do You Have A Rental Property?

  • Loans & Credit - How Much You Owe (Secondary Applicant).

    This section is for the details of the secondary applicant.
  • Do You Own Your Home or Have A Mortgage On It?
  • Are You Renting?
    • ASSETS 
    • Do You Own A Car?
    • PERSONAL CREDIT 
    • Do You Have A Personal Loan? (Not listed by the Primary Applicant)
    • Do You Have A Credit Card? (Not listed by the Primary Applicant)
    • Do You Have A HECS Debt?
  • Do You Have Any Other Debts Not Listed Here?

  • Living Expenses

    Combined estimated expenses for ALL Applicants.
    • Owner Occupier Property 

    • Owner Occupier Property

    • Investment Property / Properties 

    • Investment Property / Properties

    • Clothing & Personal Care 

    • Clothing & Personal Care

    • Groceries 

    • Groceries

    • Medical & Health 

    • Medical & Health

    • Communication 

    • Communication

    • Recreation & Entertainment 
    • Education & Childcare 

    • Education & Childcare

    • Transport 

    • Transport

    • Insurance 

    • Insurance

    • Do You Have Any Insurance To Protect Your Lifestyle (e.g. Life, Total Permanent Disablement, Income Protection, etc?)
    • Would You Like Someone To Contact You Regarding Life Insurance?
    • Do You Have Income Protection Insurance
    • Other 

    • Other

  • Financial Security

  • Have You Ever Had Any Financial Judgements Or Legal Proceedings Against You?
  • Did You Have Any Difficulty Meeting Your Financial Commitments In The Past 2 Years? (Such As Late or Unpaid Phone, Amenities, Loans)
  • Are Any Of Your Existing Debts Over Drawn or Overdue?
  • Are You Concerned About Rising Interest Rates?
  • Do You Expect Any Significant Changes To Your Financial Situation That Would Impact Negatively Your Ability To Meet Your Financial Commitments?

  • Thank you {name36}, it is time to submit your details.

     

    Once you submit this form we will start working on your Home Loan Options.

     

    PLEASE CLICK THE SUBMIT BUTTON TO COMPLETE!

     

    We look forward to working with you.

  • Thank you {name36} & {name}, it is time to submit your details.

     

    Once you submit this form we will start working on your Home Loan Options.

     

    PLEASE CLICK THE SUBMIT BUTTON TO COMPLETE!

     

    We look forward to working with you.

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