Fact Finder
What is your financial goal? (example: Refinance, Purchase first home, Purchase investement property, Business loan, etc.)
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Personal Details
Name
*
First Name
Last Name
Date of Birth
*
-
Month
-
Day
Year
Date
Marital Status
*
Married
Single
De Facto
Seperated
Number of Dependants (Children under the age of 18)
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Please Select
0
1
2
3
4
5
6
7
Email
*
example@example.com
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Length of time in current Address
If you have not lived at current address for more then 3 years, please provide last 3 years worth of residential history (if not applicable, just write N/A)
*
Current Property Status
*
Please Select
Own with Mortgage
Own Outright
Renting
Boarding
Living with Parents
Residential Status
*
Australian Citizen
Permanent Resident
Temporary Resident
Phone Number
*
Please enter a valid phone number.
Format: 0000000000.
Employment Details
Type of Employment
*
Please Select
PAYG (salary)
Self-Employed
Not Employed
Employment Status
*
Please Select
Full Time
Part Time
Casual
Contract
Gross Annual Income
*
Time in current role
*
If you have not been in current role for more then 3 years, please provide last 3 years worth of employment history (if not applicable, just write N/A)
*
Current Mortgage Details
*
Rows
Place of Residance
Investment Property 1
Investment Property 2
Investment Property 3
Investment Property 4
Address
Estimated Current Value (Dollar Amount)
Rental Income (Dollar Amount)
Lender holding loan (ANZ, Westpac, CBA etc)
Interest Rate (Percentage)
Variable or Fixed?
Current Loan Balance (Dollar Amount)
Current Monthly Repayment Amount
Redraw Available (dollar amount)
Assets and Liabilities Details
Savings Amount
*
Superannuation Amount
*
Liabilities
Rows
Lender
Credit Limit
Amount Owing
Monthly Repayments
Personal Loan
Credit Card
HECS/HELP
Lease
Other
Living Expenses
Rows
Discription
Monthly Amount (Dollar Figure)
Basic Housing & Property Expense (including Utilities like gas, water, electricity etc)
Rent/Board
Communications and Media (phone bill, internet etc)
Food and Groceries (including take away and restaurants)
Recreation and Entertainment (Holidays, newspapers, books, gifs, movies, alcohol, tobacco, gambling and general entertainment)
Clothing and Personal Care
Medical and Health
Transport (Fuel, Registration, licence, maintenance and public transport)
Public Education and Child care
Private School Expense
Insurance (Home, Contents and Car)
Insurance (Health, Life, Income Protection)
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