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Partner's Name
Partner's First Name
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Partner's DOB
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Your Partners Salary
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Name of your Superannuation fund
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Approximate balance of your Superannuation account
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Your Partner's Superannuation fund
Approximate balance of your Partner's Superannuation fund
Home
Are you a home owner?
Value of your Home
How much is owing on your Home?
What are the repayments and frequency of your Mortgage?
Investment Property(s)
Do you own an Investment property(s)?
What is the value of your Investment property?
How much is owing on your Investment property loan?
What are the repayments and frequency of payments on your Investment loan(s)?
Please provide details of any other loans or credit card(s)
Approximate value of savings
Do you have the ability to save or invest any extra money?
If so the amount and frequency
Value of Home contents
Value of motor vehicles, boats, caravans
Do you and your Partner have any shares ETF's or Managed Funds?
If so who with and value
Do you and your Partner have Wills, Power of Attorney and Power of Guardianship in place?
Do you hold private health insurance?
If so, who with
Do you have any Life, TPD, Income and Trauma insurance?
If so please provide as much detail as possible
Does your Partner have any Life, TPD, Income and Trauma insurance?
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