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  • Client Fact Find

  • MAIN APPLICANT'S PERSONAL DETAILS

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  • Main Applicant Address History

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  • Main Applicant Employment History

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  • SECOND APPLICANT'S PERSONAL DETAILS

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  • Second Applicant Address History

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  • Second Applicant Employment History

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  • Dependents

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  • Assets - Real Estate

    If you already own any properties please enter their details below

  • ASSETS - Superannuation & Insurance

    Please enter details of your Superannuation & Insurance Policies

  • SUPERANNUATION

  • INSURANCE

  • ASSETS - Home Contents & Motor Vehicles, Boats & Caravans

  • HOME CONTENTS

  • MOTOR VEHICLES, BOATS & CARAVANS

  • ASSETS - Bank Accounts

  • BANK ACCOUNTS

  • ASSETS - Other

    Any other assets not previously listed

  • LIABILITIES - Home Loans & Personal Loans

    If you have any current home loans, personal loans, car loans etc please enter the details here

  • LIABILITIES - Credit Cards or Store Cards

    If you have any current credit cards, store cards etc please enter the details here

  • OTHER INCOMES

    If you have any additional income (not related to your employment, assets or properties) please enter here. For example family assistance, child support etc

  • MONTHLY LIVING EXPENSES

    Please enter the amount of your monthly living expenses for the following categories

  • Goals & Objectives

    Please list your top 5 Goal & Objectives with a brief description

  • Other Information

    Please provide any other information that will assist
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