Complimentary Financial Health Checkup
Privacy Policy Applies
Agent
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Personal Details Client 1
First Name
Family Name
DOB
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Year
No. Dependants & Ages
Contact Details Client 1
Home Phone
-
Area Code
Phone Number
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Home Address
suburb
Date Moved In
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Year
Postal address
State
Post code
Employment Details Client 1
Occupation
Employed
Self Employed
Contractor
Full time
Part time
Casual
Not Employed
Employer
Length Of Employ
yrs
mths
Probation
Yes
No
Time Self Employed
yrs
mths
Gross Taxable Income $
Other Income $
type
Personal Details Client 2
First Name
Family Name
DOB
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Year
No. Dependants & Ages
Contact Details Client 2
Home Phone
-
Area Code
Phone Number
Mobile
Email
Home Address
suburb
Date Moved In
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Year
Postal address
State
Post code
Employment Details Client 2
Occupation
Employed
Self Employed
Contractor
Full time
Part time
Casual
Not Employed
Employer
Length Of Employ
yrs
mths
Probation
Yes
No
Time Self Employed
yrs
mths
Gross Taxable Income $
Other Income $
Type
Property
Home
Available Redraw $
Value $
Mortgage $
P&I
IO
Current Balance $
Current Payment $
Fixed/Variable Loan Type
Interest Rate
%
Lender
Rent per Week $
Start Date
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1920
Year
Address
Investment
Invest 1
Available Redraw $
Value $
Mortgage $
P&I
IO
Current Balance $
Current Payment $
Fixed/Variable Loan Type
Interest Rate
%
Lender
Rent per Week $
Start Date
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1920
Year
Address
Invest 2
Available Redraw $
Value $
Mortgage $
P&I
IO
Current Balance $
Current Payment $
Fixed/Variable Loan Type
Interest Rate
%
Lender
Rent per Week $
Start Date
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January
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March
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December
Month
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1921
1920
Year
Address
Loan
Car Loan1 $
Payment $
PM
Rate
%
Term
Yrs
From 20
Car Loan 2 $
Payment $
PM
Rate
%
Term
Yrs
From 20
Personal Loan $
Payment $
PM
Rate
%
Term
Yrs
From 20
Card 1 Bank
Limit
Current Balance $
Payment PM $
Card 2 Bank
Limit
Current Balance $
Payment PM $
Renting residence
Yes
No
If Yes $
per week
Other Assets
Savings $
Bank $
Shares $
Length Of Savings
mths
Other $
Other $
BUDGET
Comfortable weekly contribution to own an Investment Property $
-
$
$
AUTHORITY I / We herewith authorize Asia-Pacific Wealth Property Group to pass the information detailed in this document to a licensed Finance Broker for the purpose of assessing my / our affordability and structure requirements as to a loan/s to purchase an investment property
Note
Signed Client 1
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Year
Signed Client 2
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