Property Finance Enquiry
To assist in the process of having Angela review your lending, please take a couple of minutes to complete this form.
Name
First Name
Last Name
Email
*
example@example.com
Mobile Phone
Please enter a valid phone number.
Format: 0000 000 000.
What best describes the reason you have chosen to complete this form?
Please Select
I am mostly happy with my current lending but would like to see if I can save money by getting a better rate.
I am unhappy with my current bank/lending and am actively seeking to make a change.
I would like to review my lending as part of a more holistic review and restructure of my financial affairs, including the possibility of borrowing more money.
Other
Do you have any particular concerns or frustrations with your current loans?
Are there any particular banks or lenders that you DO NOT wish to consider?
Sometimes, we find that clients have had a bad experience with certain banks/lenders and would prefer not to consider using them again.
Who are your loan/s currently with?
E.g. CBA, ANZ, Macquarie, etc.
Do you currently use another finance broker?
Please Select
No - We deal directly with the bank.
Yes - We have used a broker previously although do not have a close working relationship.
Yes - We have a broker that we already work closely with and do not wish to leave.
Other
Do you have any other comments that you would like to make?
Would you like to provide a copy of your current loan statements?
Please Select
Yes - I can upload a statement now.
Yes - I can take a photo of my statements or loan accounts now.
No - Not at this stage.
Optional - Please upload any items you believe relevant.
Browse Files
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Take a photo of your statement or computer screen
What is the preferred day and time for Angela to contact you?
Please confirm your acknowledgement and acceptance to each of the following terms.
*
I/we authorise you to share my/our information for the sole purpose of assisting in the review of our lending needs.
I/we agree to be contacted by Angela Hilton as relevant to the requested review.
I/we authorise you to discuss our lending structures and arrangements with Angela Hilton where it is of benefit to our broader financial planning needs.
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*
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