Before you apply for finance, you need to decide on the type and features required on your new loan.
- Amount Required
- Type of Loan
- Term of loan
- Offset Account
- Line of Credit
- Fixed Rate or Variable
Required Documents
The following documentation will be required to assist us preparing your finance application.
Identification
– 100 point check is required (additional information is required for Companies and Trusts).
Income Verification
– Employees – most recent last 2 payslips or Letter from employer (must include ABN or ANC, income per annum, status and term of employment.
– Self Employed – most recent 2 years FULL tax returns (business & personal) and most recent 2 years tax assessment notices.
Rental and Investment Income
Proof of rental or investment income, letter by agent, rental or investment statements.
Statement of Financial Position
You will need to disclose your assets and liabilities and provide evidence such as copy of title, rates & valuation notices, bank accounts, superannuation and other investments such as shares or managed funds.
Existing Loans
You will need to provide copies of most recent last 6 months statements.
Investment Opportunities
Visit our financial planning web site or our contact our financial advisers access to our broad investment products.
Finance tip!
You will know when we commit to You!
At some stage of your discussion, you will be offered a complimentary no obligation residential property report or market analysis. At this point you will know that we are committed to you.
It pays to be prepared.