Thank you! Your fact find has been submitted successfully. We will be in touch shortly. Client Fact Find A. Personal Details Applicant 1 Title First Name Middle Name Surname Gender Date of Birth Applicant 2 Title First Name Middle Name Surname Gender Date of Birth B. Contact Details Applicant 1 Mobile Applicant 1 Email Applicant 1 Residential Status Applicant 2 Mobile Applicant 2 Email Applicant 2 Residential Status Current Residential Address Start Date at Current Address Previous Address, if less than 3 years Mailing Address C. Identification Applicant 1 Country of Residency Applicant 1 Citizenship Applicant 1 Driver Licence Number Applicant 1 Licence Expiry Applicant 1 Passport Number Applicant 1 Passport Expiry Applicant 2 Country of Residency Applicant 2 Citizenship Applicant 2 Driver Licence Number Applicant 2 Licence Expiry Applicant 2 Passport Number Applicant 2 Passport Expiry D. Family Relations Marital Status No. of Dependants Ages of Dependants Mother's Maiden Name Spouse First Name Spouse Surname Nearest Relative Name Nearest Relative Phone Nearest Relative Address E. Employment & Income Employment Status Employment Type Employment Basis Role / Occupation Employer Name Employer Phone Start Date Gross Monthly Base Income Bonus / Overtime / Commission Total Rental Income Tax Free Income Other Income Total Income Employment Notes F. Monthly Living Expenses Primary Residence Costs Utilities / Rates Phone / Internet / Subscriptions Groceries Recreation & Entertainment Clothing & Personal Care Medical & Health Transport General Insurance Personal Insurance Public Education Private Education Higher Education Childcare Child Maintenance Rent / Board / Living with Parents Pet Care Body Corporate Fees Other Regular Expenses Total Monthly Living Expenses Comments on Expenses G. Assets Owner Occupied Property Address Property Value Ownership Investment Property Address Investment Property Value Monthly Rent Ownership Vehicle 1 Make & Model Vehicle 1 Value Vehicle 2 Make & Model Vehicle 2 Value Savings Home Contents Superannuation Shares Other Assets Total Assets H. Liabilities Home Loan Lender Account Number Interest Rate % Balance Monthly Repayment Repayment Type Refinance?NoYes Credit Card Lender Credit Card Limit Credit Card Balance Ownership Vehicle Loan Lender Vehicle Loan Balance Monthly Repayment Linked Asset Personal Loan Lender Personal Loan Balance Monthly Repayment Linked Asset HECS / Education Debt Total Liabilities Total Monthly Repayments I. Objectives & Loan Features Select Loan Purpose Purchase home Refinance home loan Purchase investment property Refinance investment loan Top up / equity release Other Preferred Loan Features Variable Rate Fixed Rate Interest Only Offset Account Redraw Line of Credit Additional Repayments Internet Banking Fortnightly Repayments Rate Lock Bridging Finance Portability Desired Loan Split 1 Desired Loan Split 2 Preferred Lenders Lenders You Do Not Wish to Deal With If Interest Only selected, please explain why If Fixed Rate selected, please explain why J. Financial Security Have you ever had financial judgments or legal proceedings against you?NoYes Have you had difficulty meeting financial commitments in the past 2 years?NoYes Are any existing debts currently in arrears?NoYes Are you concerned about rising interest rates?NoYes Please provide comments for any "Yes" answers K. Financial Planning Interests Insurance & Asset Protection Debt / Financial Problem Solving Retirement & Income Streams Home & Property Investment Savings & Budgeting Superannuation Estate Planning Health & Healthcare Life Events Other L. Insurance Home & Contents Provider Vehicle Insurance Provider Private Health Provider Life Insurance Provider TPD Provider Income Protection Provider Trauma Insurance Provider Other Insurance Premium Per Month Renewal Date M. Other Advisers Real Estate Agent Firm Solicitor / Conveyancer Firm Accountant Firm Financial Adviser Firm Contact Person Phone Email Linked Contact(s) Declaration Applicant 1 Full Name / Signature Applicant 2 Full Name / Signature Date Submit Fact Find
