ATMEftposDebit Card
Yes
No
Don’t Care
Cheque Book
Yes
No
Don’t Care
Other
Please list ALL your current liabilities.
Liability Type
Amount Owing
Payments
Limit
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
List ALL assests.
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:

Anything else you would like to add.