P roperty
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Complete all
details with actual figures or best estimates:
Home:
Current market value:
(conservative estimate
- principal place of residence)
Home loan balance:
Monthly payment:
Are home loan
payments?
Principal & interest
Interest only
Income (you):
Are you self
employed?
No
Yes
Your annual gross income:
Select
less than $20,000
$20,001 to $30,000
$30,001 to $40,000
$40,001 to $50,000
$50,000 to $65,000
$65,001 to $80,000
$80,001 to $100,000
$100,001 to $125,000
$125,001 to $150,000
more than $150,000
OR
enter actual income:
Does your employer provide?
Motor vehicle
Health insurance
Income
(partner):
Is your partner self employed?
No
Yes
Your partners gross income:
Select
less than $20,000
$20,001 to $30,000
$30,001 to $40,000
$40,001 to $50,000
$50,000 to $65,000
$65,001 to $80,000
$80,001 to $100,000
$100,001 to $125,000
$125,001 to $150,000
more than $150,000
OR
enter actual income:
Does employer provide?
Motor vehicle
Health insurance
Your commitments:
Other
properties held (excluding your home):
I own more
than 4 properties?
*Are
these loans mainly?
Cash allocated
for property investment (if applicable):
Number of
dependants
0
1
2
3
4
4+
Age of youngest child:
Select
Less than 1 year
1 to 5 years
6 to 10 years
11 to 15 years
15 to 18 years
Salutation:
Mr
Mrs
Ms
Miss
Dr
Prof.
First name:
Last name:
Your date of birth:
(dd/mm/yyyy)
Your partner's date of birth:
(dd/mm/yyyy)
Partner's first name:
Postal code:
Country:
Daytime telephone:
Email address:
Your Quartile consultant: (if you would like to
nominate a Quartile consultant - please select here)
Select
Frank Barker
Colin Blair
John Burton
Brett Johnson
Richard Tapner
Kaye Traylen
view
consultant profiles here
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