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What would you like to do?
12
Questions
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1
Let me know what your would like to do?
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First Home Buyer
Refinancing
Property Investment
Upsizing
Downsizing
Divorce/Separation Planning
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2
Whats your time frame?
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This field is required.
Putting a plan together or feeling your ready to get started. Either way let me know how your feeling?
At the planning stage
Ready now
In the next three months
In the next six months
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3
How many applicants?
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Just me
Their are two of us
Maybe a guarantor
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4
How many children or dependants do you have that you financially support?
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5
Tell me about your income
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6
Second applicant income (if applicable)
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7
Tell us about your expenses
Don't stress if you don't have the exact numbers, estimates are fine. We will request statements latter.
Balance
Limit
Repayments
Credit Card 1
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Credit Card 2
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Credit Card 3
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
AfterPay 1
Row 3, Column 0
Row 3, Column 1
Row 3, Column 2
AfterPay 2
Row 4, Column 0
Row 4, Column 1
Row 4, Column 2
Personal Loan 1
Row 5, Column 0
Row 5, Column 1
Row 5, Column 2
Personal Loan 2
Row 6, Column 0
Row 6, Column 1
Row 6, Column 2
Personal Loan 3
Row 7, Column 0
Row 7, Column 1
Row 7, Column 2
OTHER 1
Row 8, Column 0
Row 8, Column 1
Row 8, Column 2
OTHER 2
Row 9, Column 0
Row 9, Column 1
Row 9, Column 2
Row 10, Column 0
Row 10, Column 1
Row 10, Column 2
Credit Card 1
Credit Card 2
Credit Card 3
AfterPay 1
AfterPay 2
Personal Loan 1
Personal Loan 2
Personal Loan 3
OTHER 1
OTHER 2
Balance
Row 0, Column 0
Limit
Row 0, Column 1
Repayments
Row 0, Column 2
Balance
Row 1, Column 0
Limit
Row 1, Column 1
Repayments
Row 1, Column 2
Balance
Row 2, Column 0
Limit
Row 2, Column 1
Repayments
Row 2, Column 2
Balance
Row 3, Column 0
Limit
Row 3, Column 1
Repayments
Row 3, Column 2
Balance
Row 4, Column 0
Limit
Row 4, Column 1
Repayments
Row 4, Column 2
Balance
Row 5, Column 0
Limit
Row 5, Column 1
Repayments
Row 5, Column 2
Balance
Row 6, Column 0
Limit
Row 6, Column 1
Repayments
Row 6, Column 2
Balance
Row 7, Column 0
Limit
Row 7, Column 1
Repayments
Row 7, Column 2
Balance
Row 8, Column 0
Limit
Row 8, Column 1
Repayments
Row 8, Column 2
Balance
Row 9, Column 0
Limit
Row 9, Column 1
Repayments
Row 9, Column 2
Balance
Row 10, Column 0
Limit
Row 10, Column 1
Repayments
Row 10, Column 2
1
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8
Monthly Living Expenses
Don't stress if you don't have the exact numbers, estimates are fine. We can discuss latter.
Balance
Groceries
Row 0, Column 0
Clothing & Personal Care
Row 1, Column 0
Transport
Row 2, Column 0
Telephone, Internet, Pay TV & Streaming
Row 3, Column 0
Recreation & Entertainment
Row 4, Column 0
Childcare
Row 5, Column 0
Pet Care
Row 6, Column 0
Medical & Health
Row 7, Column 0
General Basic Insurance
Row 8, Column 0
Sickness, Accident & Life Insurance
Row 9, Column 0
Public School Education
Row 10, Column 0
Private School Education
Row 11, Column 0
Higher Education
Row 12, Column 0
HECS Help
Row 13, Column 0
Primary Residence Running Costs
Row 14, Column 0
Investment Property Running Costs
Row 15, Column 0
Groceries
Clothing & Personal Care
Transport
Telephone, Internet, Pay TV & Streaming
Recreation & Entertainment
Childcare
Pet Care
Medical & Health
General Basic Insurance
Sickness, Accident & Life Insurance
Public School Education
Private School Education
Higher Education
HECS Help
Primary Residence Running Costs
Investment Property Running Costs
Balance
Row 0, Column 0
Balance
Row 1, Column 0
Balance
Row 2, Column 0
Balance
Row 3, Column 0
Balance
Row 4, Column 0
Balance
Row 5, Column 0
Balance
Row 6, Column 0
Balance
Row 7, Column 0
Balance
Row 8, Column 0
Balance
Row 9, Column 0
Balance
Row 10, Column 0
Balance
Row 11, Column 0
Balance
Row 12, Column 0
Balance
Row 13, Column 0
Balance
Row 14, Column 0
Balance
Row 15, Column 0
1
of 16
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9
I wish to purchase a home
Click next if your refinancing
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10
Refinancing your home loan
Can include seeking additional funds, debt consolidation or buying out an X partner
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11
Applicant One
Will get more detail about this latter. Estimates are good starting point.
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12
Applicant Two
Will get more detail about this latter. Estimates are good starting point.
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