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Thank you, and we look forward to welcoming you to our membership group very soon. Please fill out the following information and we will contact you to set a strategy that meets your requirements.

Privacy Statement
In line with our core values, any information supplied by you is used for the purposes of generating our recommendations and direct communication with you only. We do not sell or share any information supplied by you, for any other purpose. Your privacy is core to our values and treated with highest level of protection.

Instructions
Please note, the more accurate your input, the more precise our findings. You do not have to include symbols (i.e. $), or calculate Interest only repayments and compulsory fields are indicated*. Any specific areas of interest i.e. debt consolidation should be noted in the comments. Please ensure your email and preferred contact numbers are correct so we can expedite the finding to you. Submit details once complete. Please also note: refreshing this page before submitting will erase all data.

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Name *
Age
Address *
Email *
Mobile
What specific areas are you most interested in?
Help me own my home sooner
Help me clean up my debts
I would like more control of my finances
Property retirement program
Investor program
General support

Estimated household income
Income type	Frequency	Gross income (before tax, per payment)

Transaction and savings accounts
Account type	Balance	Income paid into account?	If yes, which income?

Personal credit
Account type	Limit	Balance	Current repayments	Frequency	Method	Lender

Home and investment loans
Account type	Limit	Balance	Current repayments	Amount	Frequency	Method	Interest rate		Lender

Property and investments
Asset type	Value	Suburb (property only)	State

Other details and comments
Do you have a household budget?
Do you use internet banking?
Do you use an interest free sweeping credit card facility?	If yes, is this always paid in full?
Have you previously implemented a debt reduction strategy?	If yes, which program? If yes, which more closely resembles the performance?
Are you planning for any major purchase in the future?	If yes, please estimate funds required Are you saving for this now?
When would you like to retire?
In todays $'s, how much annual income would you like to retire on?
Are there any other details or comments for review?

We will contact you to report our findings, please confirm your contact preferences.
Preferred contact?	number *:
Preferred contact time?

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What specific areas are you most interested in?

Estimated household income

Transaction and savings accounts

Personal credit

Home and investment loans

Property and investments

Other details and comments

We will contact you to report our findings, please confirm your contact preferences.