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My Starting Point

Please complete the form so your property strategist has all the information he or she will need to help you.
Alternatively, please call us on 1300 883 854 and we can run through it together.

My Starting Point

Personal Details

Your Details






Relationship


Under 18 years old


Partners Details





Employment

Your Employment


Month/Year

Before Tax

Month/Year

From personal tax return

Please detail Losses in comments

Anything else relevant about your employment (i.e. maternity leave)?
Partners Employment


Month/Year

Before Tax

Month/Year

From personal tax return

Please detail Losses in comments

Anything else relevant about your partners employment (i.e. maternity leave)?
Your Superannuation


Minimum Employer Contribution is 9.5%

Per year



Per year

Any other relevant information, i.e Value of the defined benefit portion, how long you've salary sacrificed for etc
Partners Superannuation


Minimum Employer Contribution is 9.5%

Per year



Per year

Any other relevant information, i.e Value of the defined benefit portion, how long you've salary sacrificed for etc

Assets



Details of your own home



Enter an estimate, if unsure.
Loan details

Including any redraw or offset

Per month




Investment Property



Enter an estimate, if unsure.


Loan Details

Including any redraw or offset

Per month



Savings


Credits & Loans

Credit Cards



Other Debts - Personal Loans & Leases



Other details





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