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Your Financial Snapshot
Please complete the form below. This provides us with the essential information needed to assess your investment capacity and begin curating a portfolio of suitable properties for you. All information is held in the strictest confidence.
To provide you with the most accurate and suitable property recommendations, this form is a crucial first step. It provides us with a clear snapshot of your investment capacity. This information allows us to operate with the ruthless efficiency our brand is built on, ensuring we only present you with opportunities you are strongly positioned to secure. It also demonstrates your solid financial standing to our developer partners, giving you a significant advantage when it comes to reserving a high-demand property. All information is held in the strictest confidence.
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Please enable JavaScript in your browser to complete this form.
A. Personal Details – Applicants 1 & 2
Write ‘COPY’ wherever Applicant 2’s details are identical to Applicant 1’s details.
Applicant 1
Title
*
Mr.
Ms.
Mrs.
Miss.
Dr.
Other
First Name
*
Middle Name
Surname
*
Date of Birth (DOB)
*
Citizenship:
*
Australia
New Zealand
Other
Driver’s Licence Number
*
Driver’s Licence Expiry Date
*
Marital Status
*
Single
Married
De Facto
Other
Mother’s Maiden Name
Number of Dependents
*
Ages of Dependents
Nearest Relative not Living with you (Name, Number & Address)
Applicant 2
Title
Mr.
Ms.
Mrs.
Miss.
Dr.
Other
First Name
Middle Name
Surname
Date of Birth (DOB)
Citizenship:
Australia
New Zealand
Other
Driver’s Licence Number
Driver’s Licence Expiry Date
Marital Status
Single
Married
De Facto
Other
Mother’s Maiden Name
Number of Dependents
Ages of Dependents
Nearest Relative not Living with you (Name, Number & Address)
B. Address Details – Applicants 1 & 2
Write ‘COPY’ wherever Applicant 2’s details are identical to Applicant 1’s details.
Applicant 1
Current Residential Address
*
Current Residential Address Status
*
Owns
Mortgage
Renting
Boarding
Other
Start Date at Current Address:
*
Mobile
*
Email
*
Previous Residential Address
*
Start Date at Previous Address:
*
Applicant 2
Current Residential Address
Current Residential Address Status
Owns
Mortgage
Renting
Boarding
Other
Start Date at Current Address:
Mobile
Email
Previous Residential Address
Start Date at Previous Address:
C. Employment Details – Applicants 1 & 2
Write ‘COPY’ wherever Applicant 2’s details are identical to Applicant 1’s details.
Applicant 1
Current Employment
*
Full Time
Part Time/Casual
Self-employed/Contractor
Not Working/Retired
Start Date of Current Employment
*
Occupation
*
Employer’s Business Name or ABN
*
Employer’s Phone Number
*
Previous Employment
*
Full Time
Part Time/Casual
Self-employed/Contractor
Start Date of Previous Employment
*
Occupation
*
Employer’s Business Name or ABN
*
Employer’s Phone Number
*
Applicant 2
Current Employment
Full Time
Part Time/Casual
Self-employed/Contractor
Not Working/Retired
Start Date of Current Employment
Occupation
Employer’s Business Name or ABN
Employer’s Phone Number
Previous Employment
Full Time
Part Time/Casual
Self-employed/Contractor
Start Date of Previous Employment
Occupation
Employer’s Business Name or ABN
Employer’s Phone Number
D. Gross Monthly Income – Applicants 1 & 2
Applicant 1
Employment (pre-tax)
*
Total Rent Received
*
Investment/Shares
*
Centrelink/Other
*
Applicant 2
Employment (pre-tax)
Total Rent Received
Investment/Shares
Centrelink/Other
E. Monthly Expenses – Applicants 1 & 2
Basic Housing & Property Expenses (including Utilities)
*
Clothing & Personal Care
*
Education & Childcare
*
Communications & Media
*
Medical & Health
*
Insurance
*
Food & Groceries
*
Transport
*
Other
*
F.1 Real Estate Assets – Applicants 1 & 2
Home Address
Home Estimated Value: $
Home Ownership
Applicant 1
Applicant 2
Joint
Company/Trust
Investment 1 Address
Investment 1 Estimated Value: $
Investment 1 Ownership
Applicant 1
Applicant 2
Joint
Company/Trust
Investment 2 Address
Investment 2 Estimated Value: $
Investment 2 Ownership
Applicant 1
Applicant 2
Joint
Company/Trust
Investment 3 Address
Investment 3 Estimated Value: $
Investment 3 Ownership
Applicant 1
Applicant 2
Joint
Company/Trust
F.2 Real Estate Liabilities – Applicants 1 & 2
Home Loan Lender
Home Loan Balance: $
Home Loan Interest Rate: %
Home Loan Monthly Repayment: $
Refinance
Yes
No
Investment 1 Lender
Investment 1 Loan Balance: $
Investment 1 Loan Interest Rate: %
Investment 1 Monthly Repayment: $
Refinance
Yes
No
Investment 2 Lender
Investment 2 Loan Balance: $
Investment 2 Loan Interest Rate: %
Investment 2 Monthly Repayment: $
Refinance
Yes
No
Investment 3 Lender
Investment 3 Loan Balance: $
Investment 3 Loan Interest Rate: %
Investment 3 Monthly Repayment: $
Refinance
Yes
No
G.1 Other Assets – Applicants 1 & 2
Vehicle 1 Estimated Value: $
Vehicle 1 Ownership
Applicant 1
Applicant 2
Joint
Company/Trust
Vehicle 1 Make/Model/Year
Vehicle 2 Estimated Value: $
Vehicle 2 Ownership
Applicant 1
Applicant 2
Joint
Company/Trust
Vehicle 2 Make/Model/Year
Savings Account 1 Estimated Value: $
*
Savings Account 1 Ownership
*
Applicant 1
Applicant 2
Joint
Company/Trust
Savings Account 2 Estimated Value: $
Savings Account 2 Ownership
Applicant 1
Applicant 2
Joint
Company/Trust
Savings Account 3 Estimated Value: $
Savings Account 3 Ownership
Applicant 1
Applicant 2
Joint
Company/Trust
Savings Account 4 Estimated Value: $
Savings Account 4 Ownership
Applicant 1
Applicant 2
Joint
Company/Trust
Home Contents Estimated Value: $
*
Home Contents Ownership
*
Applicant 1
Applicant 2
Joint
Company/Trust
Super Fund/SMSF 1 Estimated Value: $
*
Super Fund/SMSF 1 Ownership
*
Applicant 1
Applicant 2
Joint
Company/Trust
Super Fund/SMSF 2 Estimated Value: $
Super Fund/SMSF 2 Ownership
Applicant 1
Applicant 2
Joint
Company/Trust
Total Shares Estimated Value: $
Total Shares Ownership
Applicant 1
Applicant 2
Joint
Company/Trust
G.2.1 Other Liabilities – Applicants 1 & 2
Vehicle 1 Loan Lender
Vehicle 1 Loan Monthly Repayment: $
Vehicle 1 Loan Balance: $
Vehicle 1 Loan Interest Rate: %
Refinance
Yes
No
Vehicle 2 Loan Lender
Vehicle 2 Loan Monthly Repayment: $
Vehicle 2 Loan Balance: $
Vehicle 2 Loan Interest Rate: %
Refinance
Yes
No
Credit Card 1 Lender
Credit Card 1 Limit: $
Credit Card 1 Loan Balance: $
Credit Card 1 Ownership
Applicant 1
Applicant 2
Joint
Company/Trust
Refinance
Yes
No
Credit Card 2 Lender
Credit Card 2 Limit: $
Credit Card 2 Loan Balance: $
Credit Card 2 Ownership
Applicant 1
Applicant 2
Joint
Company/Trust
Refinance
Yes
No
G.2.2 Other Liabilities – Applicants 1 & 2 – Continued
Credit Card 3 Lender
Credit Card 3 Limit: $
Credit Card 3 Loan Balance: $
Credit Card 3 Ownership
Applicant 1
Applicant 2
Joint
Company/Trust
Refinance
Yes
No
Credit Card 4 Lender
Credit Card 4 Limit: $
Credit Card 4 Loan Balance: $
Credit Card 4 Ownership
Applicant 1
Applicant 2
Joint
Company/Trust
Refinance
Yes
No
Personal Loan Lender
Personal Loan Monthly Repayment: $
Personal Loan Balance: $
Personal Loan Ownership
Applicant 1
Applicant 2
Joint
Company/Trust
Refinance
Yes
No
HECS/HELP Debt Balance: $
HECS/HELP Debt Monthly Repayment: $
HECS/HELP Debt Ownership
Applicant 1
Applicant 2
Joint
Company/Trust
SMSF 1 Loan Lender
SMSF 1 Loan Monthly Repayment: $
SMSF 1 Loan Balance: $
SMSF 1 Loan Interest Rate: %
Refinance
Yes
No
SMSF 2 Loan Lender
SMSF 2 Loan Monthly Repayment: $
SMSF 2 Loan Balance: $
SMSF 2 Loan Interest Rate: %
Refinance
Yes
No
I already have a mortgage broker and/or pre-approval.
*
Yes, I am working with my own broker.
No, I would like an introduction to a trusted broker in the Nexus network.
H. Requirements & Objectives – Applicants 1 & 2
Please state primary reasons for seeking a loan?
If purchasing: please enter funds required to complete the loan in this section:
Security Property Value: $
Stamp Duty: $
Conveyancer Fees: $
Any Other Fees: $
Total Costs (A): $
Savings: $
Deposit Paid: $
Gifts & Other: $
Total Contributions (B): $
Total Loan Required (A-B): $
I. Desired Loan Features – Applicants 1 & 2
Checkboxes
Variable Rate
Fixed Rate
Combined, Variable & Fixed
Interest Only
Offset Account
Internet Banking
Redraw
Credit Card
Portability
Line of Credit
Additional Repayments
Loan Variations
Islamic Finance
Any preferred lenders? Any lenders you do not wish to deal with? Preferred loan splits?
J. Your Financial Security – Applicants 1 & 2
Have you ever had any financial judgments or legal proceedings against you?
*
Yes
No
Did you have any difficulty meeting your financial commitments in the past 2 years?
*
Yes
No
Are any of your existing debts currently in arrears?
*
Yes
No
Are you concerned about rising interest rates? How concerned are you?
*
Yes
No
Do you expect any significant changes to your financial situation in the foreseeable future that would adversely impact your ability to meet your commitments? How do you expect to meet your commitments?
*
Yes
No
If any applicants answered ‘YES’ to any of the questions above, please provide details below:
*
K. Protecting your Lifestyle – Applicants 1 & 2
Do you have any insurance to protect your lifestyle? i.e., life, total permanent disablement insurance, income protection, etc?
*
Yes
No
If No, how would your lifestyle needs be maintained if you and/or your partner were: a) Temporarily unable to earn an income, for example through sickness/illness? b) Permanently unable to earn income, for example through death/permanent disability?
*
Would you like someone to contact you regarding life insurance?
*
Yes
No
Do you have home and contents insurance?
*
Yes
No
Have you received advice from an accountant, solicitor or financial planner regarding your requirements or financial objectives? If Yes, please provide details:
*
Yes
No
Details
*
$ $ total
L. Other Advisers – Applicants 1 & 2
Accountant’s Business Name
Accountant’s Name
Phone
Email
Solicitor/Conveyancer’s Business Name
Solicitor/Conveyancer’s Name
Phone
Email
Real Estate Agency
Agent’s Name
Phone
Email
Driver’s License (Front)
*
Click or drag a file to this area to upload.
Please upload a clear image of the front of your driver’s license.
Driver’s License (Back)
*
Click or drag a file to this area to upload.
Please upload a clear image of the back of your driver’s license.
Declaration of Accuracy
*
I/We confirm that the information declared above is true and accurate.
Submit
