FINANCIAL QUESTIONNAIRE Financial Questionnaire Step 1 of 4 25% About YouYour Name (Applicant 1)(Required) First Last Date of Birth (Applicant 1)(Required)Day12345678910111213141516171819202122232425262728293031Month123456789101112Year202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Marital Status(Required)SingleCoupleAbout Your PartnerName (Applicant 2) First Last Date of Birth (Applicant 2)Day12345678910111213141516171819202122232425262728293031Month123456789101112Year202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Contact DetailsYour Address Street Address Address Line 2 City ZIP / Postal Code Mobile PhoneEmail Enter Email Confirm Email DependentsNumber of Dependents Employment/ IncomeEmployment StatusFull-TimePart-TimeCasualSelf EmployedOccupation Base Salary (Annual)Employer Super Contribution (%)Salary Sacrifice ContributionsOther Salary Packaged ItemsBonusWhat is your monthly savings?Employment/ Income (Applicant 2)Employment StatusFull-TimePart-TimeCasualSelf EmployedOccupation Base Salary (Annual)Employer Super Contribution (%)Salary Sacrifice ContributionsOther Salary Packaged ItemsBonusWhat is your monthly savings? Assets - What you ownSavingsTypeDescriptionOwnerValue SavingsInvestment PropertyOffset AccountShares/ EFTs/ FundsTerm DepositOtherApplicant 1Applicant 2Joint Add RemoveLifestyle AssetsTypeDescriptionOwnerValue Owner Occupied HomeVehicleHome Contents OtherApplicant 1Applicant 2Joint Add RemoveSuperannuationTypeDescriptionOwnerValue IndustryRetailSMSFOtherApplicant 1Applicant 2Joint Add RemoveLiabilities - What you oweSuperannuationTypeFixed/VariableLenderOwnerBalance OutstandingInterest RateRepayment FrequencyLoan Term (e.g.30 years)Repayment Amount Home LoanInvestment Property LoanCredit CardPersonal LoanOther FixedVariable Applicant 1Applicant 2JointMonthlyWeeklyFortnightlyOther Add Remove Additional QuestionsWhat is your estimated monthly savings?Can you continue to meet your living costs and all of your financial commitments?NoYesNoI'm not sureAre you a guarantor of any other loans?NoYesNoDo you have any unpaid or paid credit defaults from the last 7 years?NoYesNoHave you ever been bankrupt?NoYesNoPersonal Financial GoalsShort Term (1-5 yrs) Medium Term (5-10 yrs) Long Term (10 yrs +) Other Comments Δ
