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FINANCIAL PLANNING

Follow these 3 easy steps to get a FREE financial planning preliminary assessment:

  1. Fill in each of the 3 sections of the form below the best you can and write some notes at the end.

  2. Your financial planning needs will be carefully analysed by our approved qualified and licensed financial planners.

  3. Our authorised financial planning specialist will then show you the right options for you that could save you thousands, protect your assets and create wealth.

SECTION 1

Financial planning details:

Total assets & investments:
Estimated home value   Financial details Super funds  
Estimated home loan amount   Financial purpose Furniture  
Do you have income protection? Features 1 Shares  
Do you have death & disability cover? Features 2 Other value  
Applicants other property owned: (If applicable)
Property 1 suburb
 Estimated value Monthly payment   Amount
owing		   Refinance
Property 2+ suburbs
 Estimated value Monthly payment   Amount
owing		   Refinance
Further Applicants Details:

Total available savings

   How many dependant children do you have?

What are the age's of the dependant children?
SECTION 2
Applicant 1: Applicant 2:
Title* Title*
First name* First name*
Middle name Middle name
Last name* Last name*
E-mail address E-mail address
Mobile phone Mobile phone
Telephone home Telephone home
Telephone work Telephone work
Facsimile Facsimile
Street Street
Suburb* Suburb
State* State
Country* Country*
Post code Post code

Applicant 1 employment:

Applicant 2 employment:
Employment status Employment status
Employment type Employment type
Occupation Occupation
Time employed current Months Time employed current
Previous occupation 
if less than 2 yrs in current		 Previous occupation
If less than 2 yrs in current
Time previous occupation Months Time previous occupation
SECTION 3
Applicant 1 income: Applicant 2 income:
   
   
   
   
   

Note: To work out your yearly income, if it is not a fixed amount, you should look at your year to date figure
and divide it by the amount of weeks you have worked in the current year and multiply this by 52 weeks.
Applicant 1 expenses: Owe Refinance Applicant 2 expenses: Owe Refinance

Applicant 1 Credit History Applicant 2 Credit History
Paid Defaults Judgments Paid Defaults Judgments

Unpaid Defaults Arrears Unpaid Defaults Arrears

Please enter any further details:

You will receive a response in your email inbox straight away.

For further info: Local call: 1300 722 532.

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