Needs Analysis

Risk profile
Applicant 1
How concerned are you about rising interest rates (1 not concerned, 10 highly concerned)?*
How would you rate your current job security (1 not secure, 10 highly secure)?*
Applicant 2
How concerned are you about rising interest rates (1 not concerned, 10 highly concerned)?*
How would you rate your current job security (1 not secure, 10 highly secure)?*

ADDITIONAL QUESTIONS

Property Loans
Applicant 1 Next of kin details (in Australia and not living at the same address as you)
Next of kin name*

First NameLast Name
Next of kin address
Unit
Street no.*
Street name*
Street type*
Suburb*
State*
Postcode*
Next of kin phone*
Next of kin relationship to you*
Your mother's maiden name*
Applicant 1 Employer address details
Current employer address
Unit
Street no.*
Street name*
Street type*
Suburb*
State*
Postcode*
Employer address (Previous position 1)
Unit
Street no.*
Street name*
Street type*
Suburb*
State*
Postcode*
Employer address (Previous position 2)
Unit
Street no.*
Street name*
Street type*
Suburb*
State*
Postcode*
Employer address (Previous position 3)
Unit
Street no.*
Street name*
Street type*
Suburb*
State*
Postcode*
Applicant 2 Next of kin details (in Australia and not living at the same address as you)
Same next of kin as Applicant 1?*

YesNo
Next of kin name

First NameLast Name
Unit
Street no.*
Street name*
Street type*
Suburb*
State*
Postcode*
Next of kin phone*
Next of kin relationship to you*
Your mother's maiden name*
Applicant 2 Employer address details
Current employer address
Unit
Street no.*
Street name*
Street type*
Suburb*
State*
Postcode*
Employer address (Previous position 1)
Unit
Street no.*
Street name*
Street type*
Suburb*
State*
Postcode*
Employer address (Previous position 2)
Unit
Street no.*
Street name*
Street type*
Suburb*
State*
Postcode*
Employer address (Previous position 3)
Unit
Street no.*
Street name*
Street type*
Suburb*
State*
Postcode*

	Monthly amount
A Home (utilities, rates, maintenance)
B Connections (phone, mobile, internet, tv)
C Transport (car expenses, public transport)
D Entertainment (alcohol, gym, movies, etc)
E Insurance (health, life, pet, travel, etc)
F Investment Property (rates, water, insurance, body corporate, etc))
G Other (groceries, clothing, medical, childcare, education, rental, HELP/HECS, other)

YOUR REQUIREMENTS (Needs Analysis)