the next step

Let us be your Mortgage Planner


Complete Initial Enquiry Form Below:

By completing this form we have a brief snapshot of your situation to go forward with discussions, or alternatively call us on 1800 MY PLAN

A Mortgage Planner will contact you within the same day or next working day to follow up your enquiry. An appointment will be made and a full financial history and needs analysis will be taken to help develop a future plan. We work with you to educate you and assist you if required to keep to the plan.


Client 1:

Client 2:

Home Phone Number:

Work Phone Number:

Mobile Phone Number:

Email:

Do You own your own property:

Estimated Property Value:

Current Mortgage Value:

Current Mortgage Repayment:

Current Loan Status:

Credit:


If Credit is not clear please provide details:

Total other debts:

Client 1 - Current Employment

Client 1 - Current Employment Years

Client 1 - Current Employment Months

Client 2 - Current Employment

Client 2 - Current Employment Years

Client 2 - Current Employment Months


Other Relevant web sites

The Financial Literacy Foundation
www.australia.gov.au/understandingmoney

Credit Reference Check
www.mycreditfile.com.au


Downloads

  • Mortgage Finance Association of Australia
  • Credit Ombudsman Service Limited
  • PLAN a better mortgage