Fact Find Survey

Fast track your assessment by completing your fact find now! This will not only speed up the process but ticks off one of the mandatory compliance items needed for your loan. Please allow 10 minutes to complete this or consider completing it prior to your scheduled appointment so we have all the facts to give you the best advice and find you the best product.

All fields have been marked as required. If a field does not pertain to you. Please just type "n/a" in the respective field.

Personal Details

Full Name *

‎ Phone Number *

‎ Email *

Relationship Status *

Residency *

Spouse Full Name *

Dependents *

Social Media *

Residence

Current Address *

Housing Situation *

Time at Current Address *

If you have been at your current address for less than 3 years, please complete:

Previous Address *

Previous Housing Situation *

Time at Previous Address *

Employment

Your Occupation *

Company *

Employment Address *

Employment Status *

Time in Current Employment Position *

Employer Contact Name *

Employer Contact Position *

Employer Contact Phone Number *

Employer Contact Email Address *

Previous Employment

If you have been at your current employment for less than 3 years, please complete:

Previous Occupation *

Previous Employment Address *

Previous Company *

Previous Employment Status *

Time in Previous Employment Position *

Previous Employer Contact Name *

Previous Employer Contact Position *

Previous Employer Contact Phone Number *

Previous Employer Contact Email Address *

Accountant

If you are Self Employed only, please complete:

Accountant Name *

Business Name *

Accountant Address *

Accountant Phone No. *

Assets

PROPERTY – OWNER OCCUPIED ADDRESS *

PROPERTY – OWNER OCCUPIED VALUE *

PROPERTY – INVESTMENT 1 ADDRESS *

PROPERTY – INVESTMENT 1 VALUE *

PROPERTY – INVESTMENT 1 WEEKLY RENTAL INCOME *

PROPERTY – INVESTMENT 2 ADDRESS *

PROPERTY – INVESTMENT 2 VALUE *

PROPERTY – INVESTMENT 2 WEEKLY RENTAL INCOME *

PROPERTY – INVESTMENT 3 ADDRESS *

PROPERTY – INVESTMENT 3 VALUE *

PROPERTY – INVESTMENT 3 WEEKLY RENTAL INCOME *

EVERYDAY ACCOUNT BANK *

EVERYDAY ACCOUNT VALUE *

SAVINGS ACCOUNT BANK *

SAVINGS ACCOUNT VALUE *

SUPERANNUATION FUND *

SUPERANNUATION VALUE *

VEHICLE 1 MAKE *

VEHICLE 1 MODEL *

VEHICLE 1 YEAR *

VEHICLE 1 VALUE *

VEHICLE 2 MAKE *

VEHICLE 2 MODEL *

VEHICLE 2 YEAR *

VEHICLE 2 VALUE *

HOME CONTENTS INSURED VALUE *

HOME CONTENTS VALUE *

OTHER ASSETS *

OTHER ASSETS VALUE *

Liabilities

Mortgages

MORTGAGE 1 PROPERTY ADDRESS *

MORTGAGE 1 ACCOUNT NO. *

MORTGAGE 1 LENDER *

MORTGAGE 1 CURRENT BALANCE *

MORTGAGE 1 MONTHLY REPAYMENT *

MORTGAGE 1 RATE *

MORTGAGE 2 PROPERTY ADDRESS *

MORTGAGE 2 ACCOUNT NO. *

MORTGAGE 2 LENDER *

MORTGAGE 2 CURRENT BALANCE *

MORTGAGE 2 MONTHLY REPAYMENT *

MORTGAGE 2 RATE *

MORTGAGE 3 PROPERTY ADDRESS *

MORTGAGE 3 ACCOUNT NO. *

MORTGAGE 3 LENDER *

MORTGAGE 3 CURRENT BALANCE *

MORTGAGE 3 MONTHLY REPAYMENT *

MORTGAGE 3 RATE *

MORTGAGE 4 PROPERTY ADDRESS *

MORTGAGE 4 ACCOUNT NO. *

MORTGAGE 4 LENDER *

MORTGAGE 4 CURRENT BALANCE *

MORTGAGE 4 MONTHLY REPAYMENT *

MORTGAGE 4 RATE *

Other Liabilities

CAR LOAN ACCOUNT NO. *

CAR LOAN LENDER *

CAR LOAN CURRENT BALANCE *

CAR LOAN MONTHLY REPAYMENT *

CAR LOAN RATE *

PERSONAL LOAN ACCOUNT NO. *

PERSONAL LOAN LENDER *

PERSONAL LOAN CURRENT BALANCE *

PERSONAL LOAN MONTHLY REPAYMENT *

PERSONAL LOAN RATE *

OTHER LOAN LENDER *

OTHER LOAN ACCOUNT NO. *

OTHER LOAN CURRENT BALANCE *

OTHER LOAN MONTHLY REPAYMENT *

OTHER LOAN RATE *

CREDIT CARD 1 ACCOUNT NO. *

CREDIT CARD 1 LENDER *

CREDIT CARD 1 CURRENT BALANCE *

CREDIT CARD 1 MONTHLY REPAYMENT *

CREDIT CARD 1 RATE *

CREDIT CARD 2 ACCOUNT NO. *

CREDIT CARD 2 LENDER *

CREDIT CARD 2 CURRENT BALANCE *

CREDIT CARD 2 MONTHLY REPAYMENT *

CREDIT CARD 2 RATE *

OVERDRAFT ACCOUNT NO. *

OVERDRAFT LENDER *

OVERDRAFT CURRENT BALANCE *

OVERDRAFT MONTHLY REPAYMENT *

OVERDRAFT RATE *

RENT (Weekly Payment) *

You're NOT done yet!

IMPORTANT: Once you click submit the completed fact find will be emailed to you to review and sign electronically. Once it’s signed it will automatically get sent to me and we’re another step closer to getting your finances underway!

P.S. If you do not find the email in your inbox please check in your junk and spam folders.

Please sign the emailed copy immediately after having received it.