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Loan Review - Client Form
Let us know if your situation has changed or any future plans for the next 6 months, so that we can help you minimise the impact and/or help you meet your goals. :) If no change to any specific item in the followings, please tick "no change" in the bottom.
Name
*
First Name
Last Name
Mobile Number
*
*
Already Happened
Expect / Plan (For The Next Six Months)
Job change
Company restructure
A new business
A new-born
Health issue
Travel for extended period of time
Purchase a new car
Relocating
Study
Retire
Property renovation
House extension
Upgrade family home
Sale existing property
Purchase an investment property
Purchase commercial office
Don't like the current bank
Paying off existing loan faster
Making lump sum payment to the existing loan
Large unused cash in the bank
Consolidate personal loans
Other change which may increase total family income
Other change which may reduce total family income
Other change which may increase total family expenses
Other change which may reduce total family expenses
No change
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