QUICK Fact Finder - PIA

The information you provide via our secure Fact Finder form below will enable us to do full Property Investment and and Cash Flow Analysis based on your circumstances.

For a full overview on the report that we will send you, after completing the form below, watch this video - Click here.

In summary, your info will help us provide you with:

1: Your borrowing capacity - max purchase price.
2: Loan comparison - to save you as much money as possible.
3: Loan structure - structuring your loans correctly.
4: Purchase costs - showing ALL the fees and costs involved in a property purchase.
5: PIA - property investment analysis (investors only) showing before and after tax cash flow on a potential property purchase.

This is a complimentary service. Your information will not be shared with any third party, and will be used purely to provide you with a detailed personalised report for your benefit.

Fill in the form below this video and click 'Submit'.
How to fill in the form below tutorial - watch the short video: Click here.

Your Name: Email: Phone:
Your yearly taxable income
Person 2 yearly taxable income
Company last year taxable inc
(if applicable)
Company previous yr taxable inc
(if applicable)
Available cash funds
(only if using cash out of pocket for deposit)
Property Street Address PCode Name/s on TitleHome or InvValueLoan Bal 1Loan Bal 2Rent PMthInterest PMthLender Name
Credit card limit
(total all cards)
Rent paid per week
(if applicable)
Personal loans
(monthly repaym)
Car loans
(monthly repaym)
Lease
(monthly repaym)
Life insurance
(monthly repaym)
Other insurance
(monthly repaym)
Dependents under 18
(how many living at home)
Marital status
(married, defacto, divorced, single)
SMSF available funds total
Monthly contribution to fund
(9.25% of your income in $)
Extra cash contributions per mth
(amount of extra cash contributions if applicable)
Person 1 date of birth
Person 1 projected retirement age
Person 2 date of birth
(if applicable)
Person 2 projected retirement age
(if applicable)
 

Message - tell us a little about your investing goals: