Please complete the below fields for your complimentary analysis of your financial situation.By completing this form you confirm that you have ready our Privacy Policy online. Your information is secured using 128 bit encryption.If you have any questions or problems please call the office on 1300 883 854.Step 1 of 520%Your DetailsName*FirstLastPrimary Email*Enter EmailConfirm EmailBest Phone*Address*Street AddressCityState / Province / RegionZIP / Postal CodePersonal DetailsResidencyAustralian CitizenAustralian ResidentNon-Australian Resident (foreign)Date of BirthMarital StatusMarriedSingleDefactoDependentsNo DependentsOneTwoThreeFour or MoreWhat are their ages?Employment DetailsEmploymentPAYG EmployeeSelf EmployedNot Employed/ OtherGross Income PATaxable Income PADo you have an ABN?YesNoOther Income DetailsWill you be investing with a spouse/ partner?YesNoSpouse/ Partner's NameFirstLastSpouse/ Partner's EmailSpouse/ Partner Best PhoneSpouse/ Partner Date of BirthSpouse/ Partner EmploymentSpouse/ Partner EmploymentEmployed - PAYGSelf EmployedNot Employed/ OtherSpouse/ Partner Gross Income PASpouse/ Partner Taxable Income PADo you have an ABN?YesNoSpouse/ Partner Other Income DetailsDetails of Your AssetsDo you rent or own your own home?RentingOwn HomeOtherHow much rent do you pay each week?Your Own Home DetailsProperty TypeHouseApartmentTownhouseRural PropertyEstimated Value ($)Do you have a mortgage on this property?YesNoHow much is currently owing?Who is your current Bank or Lender?Other DebtsPersonal Loans and LeasesAmountMonthly RepaymentLimitLender Loans Of A Personal Nature - Not Property Loans.Credit Cards and Store CardsLimitAmount OwingLender/Bank Existing Investment PropertiesInvestment Property DetailsState LocatedEstimated ValueDebt ($)LenderRent Per Week ($) SuperannuationSuperannuation DetailsCurrent BalanceSelf Managed - Yes/ No Spouse/ Partner Superannuation DetailsCurrent BalanceSelf Managed - Yes/ No What best descibes the reason for submitting this form?To purchase Investment PropertyTo purchase Owner Occupied PropertyTo refinance mortgage/sTo request a Financial Health CheckTo Assess My Borrowing CapacityAny Other Relevant Information
