First Name *

Last Name *

Phone *

Email *

Postcode *

What best describes your residency status? *

Citizen

Permanent Resident

Foreign Resident

What VISA class do you and or your partner hold? *

Do you have at least $200k in savings that you could contribute to a purchase? *

Yes

Please select the option you feel you need assistance with: *

First Home Buyer

Next Home Buyer

Investment Property Loan Structuring

Debt consolidation and to tidy up my/our finances

A purchase in a Self Managed Super Fund

A better deal on my/our existing loan

Are you considering: *

Purchasing your first or next investment property

Restructuring your loans to improve capacity

getting a better deal on existing investment lending

Do you already have an SMSF set up? *

Yes

What assistance would you like with regard to your SMSF? *

Refinance existing loan for better rate and repayment

Make a purchase in our SMSF

If you are considering a purchase within an SMSF, do you have a minimum combined super balance of at least $150,000? *

Yes

Do you have a deposit of or access to equity for at least 10% of the value of the property you plan to purchase? *

Yes

Which of these best describes your income situation? *

Single earning above $80,000 pa

Single earning less than $80,000 pa

Couple earning at least $140,000 pa

Couple earning less than $140,000 pa

Are any of your loans on a fixed rate and due to expire in more than 3 months? *

Yes

The last time i/we refinanced my/our loan was: *

More than 18 months ago

Less than 18 months ago

Please share anything else you feel you would like to cover or any other information about what you are trying to achieve. *