Welcome to our online fact find form and thank you for entrusting our team with your personal details.
During completion: If you do not have the full details or if you are unsure of the accuracy of the information please feel free to put in estimates only. This form is designed to give our team an overview of your current situation.
Use the button on the right to add an extra row for each dependant.
Use the button on the right to add an extra row for each asset.
Please list your current liabilities (e.g: Mortgage on principal place of residence-Investment Property Mortgage-Credit Card or overdraf-Personal Loan-Car Loan-Novated Lease (Vehicle)-Investment Loan-HECS-Business Loan-Other):
Use the button on the right to add an extra row for each liability.