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NEWSLETTER
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Yes, I want a FREE* written analysis & portfolio review...
and to see some finance options as quickly as possible!

Filling out your details in full below will give us the information we require to research and formulate the right loan strategy for you to move forward with your property investing.

Once you submit the info below we will get back to you with a FREE* analysis and written review.

*Conditions below apply:

By filling in your details, we are assuming that you intend to apply for either an increase on an existing loan, refinance to access equity and or a loan to purchase property.

The review that we will provide for you is a valuable tool. Preparing this review will require a considerable amount of expertise, time and effort on our part, and can take anywhere from 2 to 20 hours to prepare.

This is a complimentary service if you choose to settle finance through us. If this is your intention, please feel free to provide your details below and we will get back to you shortly with the review and finance options.
Your DETAILS:
Applicant 01 First Name:
Applicant 01 Middle Name/s:
Applicant 01 Surname:
Applicant 01 Email:
Applicant 01 Land Phone:
Applicant 01 Mobile Phone:
Applicant 01 Fax:
Applicant 01 Address:
Applicant 01 Suburb/City
Applicant 01 State
Applicant 01 Post code
How many years at this address?:
Applicant 01 employment:
Applicant 01 ABN:
Applicant 01 ABN Number (leave blank if no number)
Applicant 01 2005-06 annual taxable income amount
Applicant 01 2006-07 annual taxable income amount
Applicant 01 Cash Deposit? If yes, now much?
Applicant 01 marital status:
Applicant 01 spouse:
Applicant 01 is your spouse dependant?:
Applicant 01 dependant children?:
Applicant 2 DETAILS:
Applicant 02 First Name:
Applicant 02 Middle Name/s:
Applicant 02 Surname:
Applicant 02 Email:
Applicant 02 Land Phone:
Applicant 02 Mobile Phone:
Applicant 02 Fax:
Applicant 02 Address:
Applicant 02 Suburb/City
Applicant 02 State
Applicant 02 Post code
How many years at this address?:
Applicant 02 employment:
Applicant 02 ABN:
Applicant 02 ABN Number (leave blank if no number)
Applicant 02 2005-06 annual taxable income amount
Applicant 02 2006-07 annual taxable income amount
Applicant 02 Cash Deposit? If yes, now much?
Applicant 02 marital status:
Applicant 02 spouse:
Applicant 02 is your spouse dependant?:
Applicant 02 dependant children?:
Applicant 03 Details
If there is a 3rd applicant, enter full details as above:
Applicant 04 Details
If there is a 4thd applicant, enter full details as above:
Applicant 05 Details
If there is a 5th applicant, enter full details as above:
ASSETS
Do you own any property?
How many properties?
Property 01 details
Name/names on title property 01 (provide first and last names of all parties).
Type of property 01.
Property 01 address
Postcode property 01
Annual rental income property 01 (if applicable)
Estimated value property 01
Mortgage owing property 01
Interest rate property 01
Current Loan Type 01.
Monthly repayments property 01
Bank/Lender name 01
How many yrs/mths have you had the loan for this property
Property 02 details
Name/names on title property 02 (provide first and last names of all parties).
Type of property 02.
Property 02 address
Postcode property 02
Annual rental income property 02 (if applicable)
Estmated value property 02
Mortgage owing property 02
Interest rate property 02
Current Loan Type 02.
Monthly repayments property 02
Bank/Lender name 02
How many yrs/mths have you had the loan for this property
Property 03 details
Name/names on title property 03 (provide first and last names of all parties).
Type of property 03.
Property 03 address
Postcode property 03
Annual rental income property 03 (if applicable)
Estmated value property 03
Mortgage owing property 03
Interest rate property 03
Current Loan Type 03
Monthly repayments property 03
Bank/Lender name 03
How many yrs/mths have you had the loan for this property

OWN MORE PROPERTY? Enter details into text boxes below as per above fields:
If you own more property, use this space to enter details as above
Applicant 2 enter full asset details as per questions above in this space:
Applicant 3 enter full asset details as per questions above in this space:
Applicant 4 enter full asset details as per questions above in this space:

LIABILITIES:

Liability 01:

Whose name/s is on the account

Lender

Current balance

Amount to be repaid at settlement

Ongoing monthly repayments

Limit (if credit card)

Account status:

Type of loan:

BSB (only required if you want to consolidate this debt):

Account #(only required if you want to consolidate this debt):

Liability 02:

Whose name/s is on the account

Lender

Current balance

Amount to be repaid at settlement

Ongoing monthly repayments

Limit (if credit card)

Account status:

Type of loan:

BSB(only required if you want to consolidate this debt):

Account #(only required if you want to consolidate this debt):

Liability 03:

Whose name/s is on the account

Lender

Current balance

Amount to be repaid at settlement

Ongoing monthly repayments

Limit (if credit card)

Account status:

Type of loan:

BSB(only required if you want to consolidate this debt):

Account #(only required if you want to consolidate this debt):

Liability 04:

Whose name/s is on the account

Lender

Current balance

Amount to be repaid at settlement

Ongoing monthly repayments

Limit (if credit card)

Account status:

Type of loan:

BSB(only required if you want to consolidate this debt):

Account #(only required if you want to consolidate this debt):

Liability 05:

Whose name/s is on the account

Lender

Current balance

Amount to be repaid at settlement

Ongoing monthly repayments

Limit (if credit card)

Account status:

Type of loan:

BSB(only required if you want to consolidate this debt):

Account #(only required if you want to consolidate this debt):

LOAN DETAILS:
Why do you require finance?
Explain in your own words what your overall plan is, and how this loan fits in to the equation, ie; your 1 year, 5 year and 10 year goals etc:
How much do you want to borrow (loan amount)?
Repayment type
Where/How did you hear about us?
If someone referred you to us what is their name and phone number?
Is there anything else you would like to tell or ask us?


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