Financial Assessments General Your Needs/ Objectives What Do You Want to Borrow The Money For Product Features Please Select the Features you Would like to Discuss Further Additional Repayments Re-Draw Top Up Product Flexibility Fixed Rate Split Account 100% Offset Line of Credit Portability Other Applicant One Name Email Home Phone Mobile Phone Work Phone Address Status ---RentingMortgagedOwnedBoardingLiving With FamilyOther Start Date (DD/MM/YYYY) Drivers License Number Expiry Date (DD/MM/YYYY) Date of Birth (DD/MM/YYYY) Number of Dependants Age of Dependants Marital Status ---SingleMarriedMarried to Applicant TwoDivorcedSeperatedWidowed Do You Have an Adverse Credit History? Yes No Employer Employment Basis ---Full-TimePart-TimeCasualPermenant CasualContract Employment Type ---PAYGSelf EmployedHome DutiesUnemployedRetired Role Start Date (DD/MM/YYYY) Income Type ---Base IncomeBonusCommissionDSS PensionFamily AllowanceMaintenance / Child SupportPrivate PensionRegular OvertimeRentSalaryWork Allowance Amount ($) Frequency ---AnnualMonthlyFortnightlyWeekly Gross Net Income Type 2 ---Base IncomeBonusCommissionDSS PensionFamily AllowanceMaintenance / Child SupportPrivate PensionRegular OvertimeRentSalaryWork Allowance Amount ($) Frequency ---AnnualMonthlyFortnightlyWeekly Gross Net Income Type 3 ---Base IncomeBonusCommissionDSS PensionFamily AllowanceMaintenance / Child SupportPrivate PensionRegular OvertimeRentSalaryWork Allowance Amount ($) Frequency ---AnnualMonthlyFortnightlyWeekly Gross Net Include Second Applicant Applicant Two Name Email Home Phone Mobile Phone Work Phone Address Status ---RentingMortgagedOwnedBoardingLiving With FamilyOther Start Date (DD/MM/YYYY) Drivers License Number Expiry Date (DD/MM/YYYY) Date of Birth (DD/MM/YYYY) Number of Dependants Age of Dependants Marital Status ---SingleMarriedMarried to Applicant TwoDivorcedSeperatedWidowed Do You Have an Adverse Credit History? Yes No Employer Employment Basis ---Full-TimePart-TimeCasualPermenant CasualContract Employment Type ---PAYGSelf EmployedHome DutiesUnemployedRetired Role Start Date (DD/MM/YYYY) Income Type ---Base IncomeBonusCommissionDSS PensionFamily AllowanceMaintenance / Child SupportPrivate PensionRegular OvertimeRentSalaryWork Allowance Amount ($) Frequency ---AnnualMonthlyFortnightlyWeekly Gross Net Income Type 2 ---Base IncomeBonusCommissionDSS PensionFamily AllowanceMaintenance / Child SupportPrivate PensionRegular OvertimeRentSalaryWork Allowance Amount ($) Frequency ---AnnualMonthlyFortnightlyWeekly Gross Net Income Type 3 ---Base IncomeBonusCommissionDSS PensionFamily AllowanceMaintenance / Child SupportPrivate PensionRegular OvertimeRentSalaryWork Allowance Amount ($) Frequency ---AnnualMonthlyFortnightlyWeekly Gross Net Loan Details If purchasing property please state the purchase price in the loan purpose field and the required loan amount in the loan amount field 1. Loan Purpose Loan Amount ($) 2. Loan Purpose Loan Amount ($) Your Contributions Equity ($) Savings ($) First Home Owners Grant ($) Gift ($) Other ($) Place a Name before Value Amount in this Field Assets Property Assets - Please advise value ($) and address details. Motor Assets - Please detail value ($), make, model and year of manufacture 1.Principal Home ($) Description Ownership ---Applicant OneApplicant TwoJoint 2. Investment Property ($) Description Ownership ---Applicant OneApplicant TwoJoint 3. Investment Property ($) Description Ownership ---Applicant OneApplicant TwoJoint 4. Motor Vehicle ($) Description Ownership ---Applicant OneApplicant TwoJoint 5. Motor Vehicle ($) Description Ownership ---Applicant OneApplicant TwoJoint 6. Savings Account ($) Description Ownership ---Applicant OneApplicant TwoJoint 7. Home Contents ($) Description Ownership ---Applicant OneApplicant TwoJoint 8. Superannuation ($) Description Ownership ---Applicant OneApplicant TwoJoint 9. Superannuation ($) Description Ownership ---Applicant OneApplicant TwoJoint 10. Other ($) Description Ownership ---Applicant OneApplicant TwoJoint Liabilities Please match the liability with the same numbered Asset as above. 1. Principal Home ($) Loan Provider Monthly Repayments ($) Ownership ---Applicant OneApplicant TwoJoint 2. Investment Property ($) Loan Provider Monthly Repayments ($) Ownership ---Applicant OneApplicant TwoJoint 3. Investment Property ($) Loan Provider Monthly Repayments ($) Ownership ---Applicant OneApplicant TwoJoint 4. Motor Vehicle ($) Loan Provider Monthly Repayments ($) Ownership ---Applicant OneApplicant TwoJoint 5. Motor Vehicle ($) Loan Provider Monthly Repayments ($) Ownership ---Applicant OneApplicant TwoJoint 6. Other ($) Loan Provider Monthly Repayments ($) Ownership ---Applicant OneApplicant TwoJoint 1. Credit Card ($) Loan Provider Outstanding Balance ($) Ownership ---Applicant OneApplicant Two 2. Credit Card ($) Loan Provider Outstanding Balance ($) Ownership ---Applicant OneApplicant Two 3. Credit Card ($) Loan Provider Outstanding Balance ($) Ownership ---Applicant OneApplicant Two Living Expenses (Monthly) Food ($) Insurance ($) Utilities ($) Transport Costs ($) Education Expenses ($) Entertainment ($) Ongoing Rent ($) Child Support ($) Other ($) Additional Information Additional Information Please include: - If you have had any trouble meeting financial commitments in the last two years. - If you anticipate any changes to your current financial situation in the future. - Any useful information that may be useful in the assessment of this transaction.
