Financial Overview

Personal Details

Desired Income in Retirement & Years until Retirement *

First Name *

Last Name *

Mobile *

Email *

State *

Date of Birth *

Marital Status & Ages of Children (if applicable) *

Partners Full Name (if applicable)

Living Arrangements

Residential Address - Do you: *

If you pay rent to someone, how much per week?

If you pay a mortgage, how much per month? Which bank? And what interest rate?

Assets & Liabilities

Please list any/all assets including your home below, and any liability on them also (balance of loan amount).

Investment Property 1 Suburb & Estimated Value & Monthly Rental Income (if any)

Property 1 Mortgage (if applicable): Which Bank, Balance of Loan, Repayment p/m

Investment Property 2 Suburb & Estimated Value & Monthly Rental Income (if any)

Property 2 Mortgage (if applicable): Which Bank, Balance of Loan, Repayment p/m

Investment Property 3 Suburb & Estimated Value & Monthly Rental Income (if any)

Property 3 Mortgage (if applicable): Which Bank, Balance of Loan, Repayment p/m

If you have more than 3 properties, please list here the remaining properties Estimated Value & Balance of Loan only.

Please list any other assets & their value (e.g. Shares, Metals, Other)

Finance

Total Vehicles Estimated Value, Balance of Loan on Vehicles & Monthly Total Repayments (if applicable) *

Total Credit Card Debt (if applicable) *

Total Savings *

Combined Super Balance? Is it a SMSF? *

Your Employment

Employment Type (FT, PT, Casual, Self-Employed)

Length of time in current job

Your Annual Taxable Income (Gross) Note: If Self-Employed list Personal Taxable Income (not the Business) *

Your Partners Annual Taxable Income (Gross)

Additional Information

You’re all done!

Thank you.

This information will ensure you get the most out of your Strategy Call and enable us to support you in determining your next financial goals.

(In some instances we may provide this information to our Finance Team or Mortgage Broker. This will only occur if you ask us to do this, and thus give us consent to do this.)