Financial Consult Form

/Financial Consult Form
Financial Consult Form 2017-08-23T12:21:35+00:00

Your information is kept confidential and is not shared with anyone unless we have written consent.





Basic Information:

Your Name:

Your Email:

 

Person 1:

DOB:

Home address:

Post Code:

E:

M:

Are you an Employee?

Taxable Income: $

Are you self-employed?

Estimated Taxable Income: $

Are buying your owner occupied home?

If yes, when did you purchase?

Purchase Price? $

Solely or in joint names?

Co-owner

Name of lender

Current mortgage amount $

Regular repayments $

Estimated Value Today $

Cash in bank $

Estimated Super Balance $

Number of Dependents/Ages

Family Allowance $

Liabilities Credit Card Limit $

Current Outstanding $

Liabilities Credit Card Limit $

Current Outstanding $

Liabilities Car Loan/Lease $

Duration/Repayments $

Personal Loan $

Duration/Repayments $

HECS Debt $


Person 2:

DOB:

Home address:

Post Code:

E:

M:

Are you an Employee?

Taxable Income: $

Are you self-employed?

Estimated Taxable Income: $

Are buying your owner occupied home?

If yes, when did you purchase?

Purchase Price? $

Solely or in joint names?

Co-owner

Name of lender

Current mortgage amount $

Regular repayments $

Estimated Value Today $

Cash in bank $

Estimated Super Balance $

Number of Dependents/Ages

Family Allowance $

Liabilities Credit Card Limit $

Current Outstanding $

Liabilities Credit Card Limit $

Current Outstanding $

Liabilities Car Loan/Lease $

Duration/Repayments $

Personal Loan $

Duration/Repayments $

HECS Debt $


Person 3:

DOB:

Home address:

Post Code:

E:

M:

Are you an Employee?

Taxable Income: $

Are you self-employed?

Estimated Taxable Income: $

Are buying your owner occupied home?

If yes, when did you purchase?

Purchase Price? $

Solely or in joint names?

Co-owner

Name of lender

Current mortgage amount $

Regular repayments $

Estimated Value Today $

Cash in bank $

Estimated Super Balance $

Number of Dependents/Ages

Family Allowance $

Liabilities Credit Card Limit $

Current Outstanding $

Liabilities Credit Card Limit $

Current Outstanding $

Liabilities Car Loan/Lease $

Duration/Repayments $

Personal Loan $

Duration/Repayments $

HECS Debt $

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