Financial Profile Assessment

Section 01

Your Details

Let's start with the basics. This helps us identify you and stay in touch throughout the process.

Primary Applicant

Your Information

Title

First Name

Middle Name(s)

Surname

Date of Birth

Gender

Male Female

Marital Status

Citizenship / Residency

AU Citizen NZ Citizen Permanent Resident Visa Holder

Best Contact Number

Email Address

Present Home Address

Suburb

State

Postcode

Moved In

Section 02

Your Household

Your household composition and employment details help us assess your full financial capacity.

Co-Applicant Optional

Partner / Spouse Details

Title

First Name

Middle Name(s)

Surname

Date of Birth

Gender

Male Female

Marital Status

Citizenship / Residency

AU Citizen NZ Citizen Permanent Resident Visa Holder

Best Contact Number

Email Address

Present Home Address

Dependants

Children & Other Dependants

Number of Dependants

Ages (comma separated)

Employment — Primary Applicant

Current Employment

Employer's Name

Occupation / Position

Start Date

Annual Salary (Before Tax)

Employment — Co-Applicant If applicable

Co-Applicant Employment

Employer's Name

Occupation / Position

Start Date

Annual Salary (Before Tax)

Section 03

Your Property Portfolio

List all property you currently own or part-own. This includes your home, investment properties, and any property held in trust or company structures. If you don't own any property yet, skip to the next section.

Property Address

Property Type

Estimated Value ($)

Rental Income / Month ($)

Current Lender

Amount Owing ($)

Interest Rate (%)

Ownership Structure

Personal Joint Company Trust

Total Property Value$0

Section 04

Your Assets

Include vehicles, savings, superannuation, shares, and other valuable assets. These contribute to your overall financial position.

Motor Vehicle 1 — Value ($)

Make / Model

Motor Vehicle 2 — Value ($)

Make / Model

Savings / Cash ($)

Institution

Home Contents ($)

Superannuation ($)

Shares / Equities ($)

Other Assets ($)

Description

Total Other Assets$0

Section 05

Your Expenses

Enter regular ongoing expenses for your household. Use the toggle to enter amounts weekly, fortnightly, or monthly — we'll convert automatically. Benchmarks are shown as guides based on your household size.

Household Size

Location

Rent or Board (incl. utilities)

Groceries

Transport (petrol, rego, insurance)

Connections (phone, internet, subscriptions)

Clothing / Personal Care

Medical & Health

Education

Childcare

Recreation & Entertainment

Insurances (health, home, life, income)

Owner-Occupied Property (utilities, rates, strata)

Investment Property (utilities, rates, strata)

Other Expenses

Total Monthly Expenses$0

Section 06

Your Liabilities

Include all debts — credit cards (even if unused), personal loans, HECS/HELP, buy-now-pay-later, and any other outstanding obligations.

Liability Type

Lender

Monthly Repayment ($)

Amount Owing ($)

Limit ($)

Total Liabilities Owing$0

Section 07

Your Goals & Declaration

Understanding your goals helps us design a finance structure that supports your long-term property portfolio strategy.

Have you invested in property before?

No — this is my first investment Yes — I own 1 investment property Yes — I own 2+ investment properties

How many investment properties would you like to own?

1–2 properties 3–5 properties 6+ properties Not sure yet

What's your ideal timeframe for building your portfolio?

1–3 years 3–5 years 5–10 years 10+ years

What does financial freedom look like for you?

Declaration

Have you included all of your debts in the liabilities section?

Yes No

Do you have a clear credit history?

Yes No

Are your current financial circumstances likely to remain the same?

Yes No

Nearest Relative or Friend (not living with you, in Australia)

Name

Relationship

Contact Number

Address

Anything Else We Should Know?

Digital Signature

By signing below, I declare that the information provided is true and correct to the best of my knowledge.

Your Details

Primary Applicant

Your Household

Co-Applicant Optional

Dependants

Employment — Primary Applicant

Employment — Co-Applicant If applicable

Your Property Portfolio

Your Assets

Your Expenses

Your Liabilities

Your Goals & Declaration

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