Name*
Mob*
Email*
Marriage status
Number of kids
Last 3 years living history
Last 3 years working history
1. PersonalInformation
2. Assets
Exsisting properties: (Property address & Market value & Ownership %)
Motor vehicle: (Brand, Model, Year, market value/Ownership %)
Savings: (Saving balance & name of bank & ownership %)
Other asset(Superannuation, Shares; ): (Value & Ownership %)
3. Liabilities
Mortagage: (Lender name, loan limit, loan balance, borrowership %, current interest rate&repayment type)
Car loan: (Lender name, loan balance, monthly repayment & borrowership %)
Other liability(e.g. Credit card): (Lender name, credit card limit & borrowership %)
4. OtherInformation
Conveyancer & Real estate agent contact details: (If Purchasing)
Accountant contact details: (If self-employed)
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