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Client Information Form

    1

    Application type

    2

    Applicant details

    3

    Employment Details

    4

    Assets

    5

    Liabilities

    6

    Complete

    Application type

    Applicant details

    Employment Details

    Assets

    Liabilities

    Complete

    Application type

    To get started, let us know if you’re applying on your own or with a partner. This helps us build an accurate picture of your borrowing power and ensures the advice we give is tailored to your situation.

    Applicant Details

    Please provide the necessary details for each applicant, including their name, contact information, and any relevant experience. This will help us streamline the application process.

    • Applicant 1
      • General details
          Dependents
      • Current address
      • Current residential status
      • Previous address
      • Previous residential status
      • Are you a tax resident of a country other than Australia?
    • Applicant 2
      • General details
          Dependents
      • Current address
      • Current residential status
      • Previous address
      • Previous residential status
      • Tax resident status

    Employment details

    We’ll need to know about your current work or income. We use this information to make sure your repayments are affordable. Sharing these details upfront helps us prepare your application smoothly and gives you the best chance of quick approval

    • Applicant 1
      • Employer details
      • Employer address
      • Employer type
      • Previous employer details
          If less than 3 years at current job
      • Previous employer address
      • Previous employer type
    • Applicant 2
      • Employer details
      • Employer address
      • Employer type
      • Previous employer details
          If less than 3 years at current job
      • Employer address
      • Previous employer type
    • Other Income

        (e.g. pensions, dividends, family allowance)

    Assets

    Tell us about your assets, things like savings, shares, superannuation, and any other investments. Sharing these details gives lenders a full picture of your financial position, which helps strengthen your application and gives us a clearer idea of your borrowing power.

    • Property
      • Property assets
    • Accounts

        Cheque, savings, term deposit & other accounts

      • Account details
    • Investments

        Investments, including superannuation, shares, managed funds etc.

      • Investment details
    • Other Assets

        Other assets including home contents insured value, boats, tools of trade, business goodwill etc.

      • Account details
    • Motor Vehicle
      • Vehicle details

    Liabilities

    Tell us about any current financial commitments you have, like credit cards, personal loans, car loans, or HECS/HELP debt. Knowing about your liabilities gives us a full picture of your finances, which helps us assess your borrowing power and keep your application process smooth.

    • Loans
    • Expenses

        Tell us about your regular living expenses, like groceries, utilities, transport, and insurance. Don’t worry about being exact, estimated figures are fine for now. When it’s time to apply for your loan, we’ll go through these together and make any adjustments needed.

      • Monthly living expenses
      • Other expenses
    • Comment

        Please provide any additional information we might need to know, including additional address or employment history details if required

      • Additional comments

    Your form has
    been submitted!

    Thank you for taking the time to share your details with us. A member of our team will be in touch as soon as we can to discuss your needs and guide you through the next steps.

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