|
ATMEftposDebit Card
|
Yes
No Don’t Care |
|
Cheque Book
|
Yes
No Don’t Care |
|
Other
|
|
|
Please list ALL your current liabilities.
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||||
|
Liability Type
|
Amount Owing
|
Payments
|
Limit
|
Refinance?
|
|
$
|
$
|
$
|
||
|
$
|
$
|
$ |
||
|
$
|
$
|
$ |
||
|
$
|
$
|
$ |
||
|
$
|
$
|
$ |
||
|
$
|
$
|
$ |
||
|
$
|
$
|
$ |
||
|
$
|
$
|
$ |
||
|
List ALL assests.
|
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|
Asset
|
||
|
Property 1 (as above
) |
Owner Occupied
Investment |
Value $
|
| Address |
Unit No
/ Street No |
|
|
Street Name
|
|
|
|
Suburb
|
State
Postcode |
|
|
Property 2
|
Owner Occupied
Investment |
Value $
|
| Address |
Unit No
/ Street No |
|
|
Street Name
|
|
|
|
Suburb
|
State
Postcode |
|
|
Property 3
|
Owner Occupied
Investment |
Value $
|
| Address |
Unit No
/ Street No |
|
|
Street Name
|
|
|
|
Suburb
|
State
Postcode |
|
|
Motor Vehicle 1
|
Year Make |
$
|
|
Motor Vehicle 2
|
Year Make |
$
|
|
Shares
|
$
|
|
|
Home & Contents
|
$
|
|
|
Savings
|
Who with? |
$
|
|
Savings
|
Who with? |
$
|
|
Savings
|
Who with? |
$
|
|
Other Assets
|
What is it? |
$
|
|
Other Assets
|
What is it? |
$
|
|
Is there anything else that we can assist with?
|
|
|
SolicitorConveyancer
|
Yes
No |
|
Home and Contents Insurance
|
Yes
No |
|
Landlords Insurance
|
Yes
No |
|
Protection Insurance
|
Yes
No |
|
Building Inspection
|
Yes
No |
|
Accountant
|
Yes
No |
|
Financial Planner
|
Yes
No |
|
Real Estate Agent
|
Yes
No |
|
Buyer or Sellers Advocate
|
Yes
No |
|
How did you find us?
|
|
Their name:
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|
Anything else you would like to add.
|
|
|