Image title

New Client Form

So we can better serve you we ask that you take 20 mins of your time to complete this fact find. The information collected will help us on our journey.

For assistance in compelting this fact find, or if you have any questions or concerns please feel free to contact us


Please provide the personel details for each client below:

Client 1


Client 2


Please enter the income details for each client below:

Income - Client 1

Before tax gross annual income (not including rental income)
Browse
Please upload your most recent payslip or Tax Return if you are Self Employed

Before tax gross annual income (not including rental income)
Browse
Please upload your most recent payslip or Tax Return if you are Self Employed

Please provide your living expences in the categories below:

Monthly Living Expenses

It is important that this information is as accurate as possible as this will assist us to produce an accurate cash flow assessment for you. This information can be found by taking an average of the last 3 months expenses as per your Savings Account/Credit Card Statement. 

Please dont include expenses relating your investment properties - these are collected from you in the Asset/Real Estate section of this fact find. 


Please provide your property details below:

Assets - Real Estate

Please enter the details for Property 1

Browse
Please upload your most recent Home Loan Statement

Please enter the details for Property 2

Browse
Please upload your most recent Home Loan Statement

Please enter the details for Property 3

Browse
Please upload your most recent Home Loan Statement

Please enter the details for Property 4

Browse
Please upload your most recent Home Loan Statement

If you have more than 4 properties please email the remaining property details to us at  email@email.com.au


Please provide details of your Other Assets and Liabilities below:

Assets - Other

Liabilities

If you have more than 8 Liabilities please email the remaining Liability details to us at   email@email.com.au