Free Affordability Assessment

Owning Property Could Be Easier Than You Think

With our help, you might be able to buy an investment property and not even realise it. Use this assessment form to find out.

It will help get a clear indication on:

  1. Whether you can buy and pay for an investment property without your own money
  2. Where you can currently save (e.g. taxes and interest), and
  3. If your investment will be positive-geared immediately

You could get $10,000 back to spend how you wish.

Your information will be kept confidential and not be sold to telemarketing companies.
A qualified Financial Planner licensed to give real estate advice will contact you based on what best suits your needs.
We can provide options from 3 companies, so even if you can’t positive-gear with the first company, we can recommend 2 more.
Please enter as much as you can. It should only take 5-10mins and really could change your life.
Click Preview to save your progress for later.

Person 1



Please provide the best number to reach you on.

e.g. 3, 7, 11

Employment Details

Part TimeFull TimeCasual

PAYGSelf-Employed




years


$ p.a.

$ p.a.

$ p.a.

YesNoN/A

YesNo


$ per month

YesNoQuit


year/s ago
month/s ago

YesNo

Person 2
e.g. Spouse, DeFacto, Mother



Please provide the best number to reach you on.

e.g. 3, 7, 11

Employment Details 2

Part TimeFull TimeCasual

PAYGSelf-Employed



years


$ p.a.

$ p.a.

$ p.a.

YesNoN/A

YesNo


$ per month

YesNoQuit


year/s ago



month/s ago

Assets & Liabilities

YesNo

Owned OutrightMortgagedRented


years


$ per month
Property Assets
Your own home

$

Mortgaged

$

$

Mortgage Details
Please complete this field, we may be able to slash years off your repayments and save $10,000's!


%

FixedVariable


$per month


years old

Property Details




Investment Properties
Investment Property 1

$

$

$
per week

Loan Details
Please complete this field, we may be able to slash years off your repayments and save $10,000's!


%

FixedVariable


$per month

Property Details




Investment Property 2

$

$

$ per week

Loan Details
Please complete this field, we may be able to slash years off your repayments and save $10,000's!


%

FixedVariable


$per month

Property Details




Assets

$

$

$

$

Loans
Click the links below to expand the section and enter the details - we may be able to help restructure
Shares

Vehicle 1

Vehicle 2

Credit Card 1

Credit Card 2

Store Card

Personal Loan

What are your main Financial Priorities? (in order of priority)
Investment Property
Secure Retirement
Pay Less Tax
Holiday
Renovate
Kids Education
Future Plans
Security for your family
Pay off home sooner

Retirement

$per week

$

$

$per week

What are your financial goals?
$Superannuation
$Investment Property
$Investments Shares
$Other
$Total Amount

Credit History

YesNo

Your best contact details



If so, enter their name

PRIVACY
This confidential questionnaire is an important document, because it helps us gather information about you: your current situation, current and future financial needs and what you hope to achieve in the future. Without this information it won’t be possible to create a plan that takes into account all of the factors. Not only is this good practice, it is also a legal requirement and we accept no liability for any advice given on the basis of inaccurate or incomplete information.
There is legislation which requires that we take your confidentiality seriously, however we may disclose your personal information to a mortgage broker company, lenders, managers or third party service providers as part of our services.
If you choose, we may also use your personal information to tell you about other products and services available from other related companies. This is beneficial for "shopping around" purposes and piece of mind, however the choice is yours.
We aim to ensure that the personal information we retain about you is accurate, complete and up to date. If you have concerns about the completeness or accuracy or your information, we will take steps to correct it.