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					               SFE Loans Client Fact Find


Client Name:
Client Name:
Date:
Mortgage Planner Signature:




                                            Page | 1
PURPOSE

SFE Loans strives to ensure that through education, the right type of
finance is provided to the right people, in the right manner. This will
achieve mutual satisfaction and also demonstrate SFE Loan’s
commitment to client and our integrity of purpose.
Therefore, your Mortgage Planner must have reasonable grounds for making a
recommendation. Before making such a recommendation, the mortgage planner
must ask about your financial situation, future financial goals and particular needs.

As a Mortgage Planning Practice, SFE Loans is subject to certain legislative and
regulatory requirements that necessitate us obtaining and holding detailed
information which personally identifies you and/or contains personal information.

In addition, our ability to provide you with appropriate Mortgage Planning advice and
services is dependent upon us obtaining personal information about you. This
information that we collect in this document will be used primarily to understand your
current situation, needs and future goals so that we may provide you with
appropriate recommendations. Please note that SFE Loans IS NOT licensed to give
investment or tax advice, and recommends that if required you should seek
independent advice from a respective professional.

Failure to provide personal information may affect the adequacy or appropriateness
of advice given, and may also affect the outcome of your finance.

We will not use or disclose personal information collected by us for any purpose
other than the purpose for which is was provided, or secondary related purposes in
circumstances where you would reasonably expect such use or disclosure; unless
you personally consent.



Please briefly describe your reasons for seeking Mortgage Planning advice:




                                                                                Page | 2
     PERSONAL                CLIENT 1              CLIENT 2
Title DETAILS
Last Name
First Name
Second Name
Preferred Name
Date of Birth
Marital Status
Contact Details
Home
Work
Mobile
Email
Other
Address
Postal
Residential
Business
Other
Employment
Occupation
Employment Status
Employer
Qualifications
Length of Employment
Previous Employer
Centrelink/DVA         YES       /      NO   YES       /        NO
Payment Type
Total Income
Salary/Wage
Centrelink
Rental Income
Other Income


                                                              Page | 3
Total Expenses
Living Expenses
Other Expenses
Dependants                      YES       /     NO       YES       /         NO
Name
Sex
Relation
Date of Birth
Dependant til Age
Other Tax Structures          SMSF, COMPANY,          SMSF, COMPANY, TRUST,
Name                          TRUST,OTHER             OTHER
Your Role i.e Director
Other Details
Estate
Current Will                    YES       /     NO       YES       /         NO
Power of Attorney               YES       /     NO       YES       /         NO
If yes, type:
Insurances
Health Insurance                YES       /     NO       YES       /         NO
Life Insurances                 YES       /     NO       YES       /         NO
If yes, type:                 LIFE/ TPD/ TRAUMA/      LIFE/ TPD/ TRAUMA/
General Insurance             INCOME
                                YES        /     NO   INCOME
                                                         YES        /        NO
If yes, type and              Home:                   Home:
amount                        Contents                Contents
                              Car:                    Car:
                              Other:                  Other:
Credit History
Defaults                        YES       /     NO       YES       /         NO
If yes, date, whom & amount

Judgements                      YES       /     NO       YES       /         NO
If yes, date, whom & amount




                                                                           Page | 4
GOALS AND OBJECTIVES
You would like to:

    YES          /   NO      Pay off Mortgage

    YES          /   NO      Purchase Your Own Home

    YES          /   NO      Maximise Income

    YES          /   NO      Consolidate Debt

    YES          /   NO      Accumulate Wealth

    YES          /   NO      Achieve Specific Goals/Savings Targets

    YES          /   NO      Begin or Continue Investing

    YES          /   NO      Travel



Planned Short-term Expenditure

Expenses                    Description                   Amount

Major Holiday

Motor Vehicle

Gifts

Home Improvements

Weddings/Birthdays

Debt Repayment

Education

Business Expenses

Investment

Other




                                                                      Page | 5
Long Term Goals




Environmental, Social and Ethical Considerations




Would you like your details to be referred to a Licensed Financial Planner?

                Yes                           No



ASSETS AND LIABILITIES
   Description         Owner          Value     Loan     Balance     Monthly
                      (Joint or               (Lender)    Owing    Repayments
                       Single)

Principal Residence               $                      $         $
Contents                          $                      $         $

Motor Vehicle                     $                      $         $
Motor Vehicle                     $                      $         $
Holiday Home                      $                      $         $

Rental Prop 1                     $                      $         $
Rental Prop 2                     $                      $         $
Caravan/Boat                      $                      $         $
Credit Card 1                     $                      $         $
Credit Card 2                     $                      $         $

Personal Loan                     $                      $         $
Lease Repayment                   $                      $         $
Other                             $                      $         $



                                                                        Page | 6
SUPERANNUATION
Do you salary sacrifice into your Super?

             Yes                               No

Do you know the balance of your Super Account?

             Yes                               No



If yes, how much?     $



BUDGET AND INCOME

  Income (Gross)          Description           Client 1       Client 2
Salary/ Wage                               $               $
Super contributions                        $               $
Salary Package (car)                       $               $
Bonus                                      $               $
Business Income                            $               $
Family Tax Benefits                        $               $
Centrelink Income                          $               $
Child Support Income                       $               $
Total Investment                           $               $
IncomeIncome
Rental                                     $               $
Other Income                               $               $
Total Annual Income                        $               $



Notes




                                                                     Page | 7
      Expenses           Description Frequency       Client 1       Client 2
        (Gross)

Mortgage Repay/Rent                              $              $
Credit Card repayments                           $              $
Personal Loan/Lease                              $              $
Investment Loan repay                            $              $
Super Contributions                              $              $
General Insurances                               $              $
Personal Insurances                              $              $
Child Maintenance                                $              $
Savings                                          $              $
Food                                             $              $
Children/Education                               $              $
Rates                                            $              $
Electricity                                      $              $
Phone                                            $              $
Internet                                         $              $
Car                                              $              $
Holidays                                         $              $
Medical                                          $              $
Lifestyle                                        $              $
Clothing                                         $              $
Total Annual                                     $              $
Income

Total Annual Income $

Estimated Tax               $

Total Annual Expenses           $

Net Surplus                     $




                                                                        Page | 8
BUSINESS INCOME AND EXPENDITURE
Business Name:

Type of Business:           Company/Partnership/Sole Trader

Details (Shareholders/ Partner):


                 Total Business Income        $

                 Total Business
                                              $
                 Expenses


Business Assets

Asset                  Date of Investment     Original Amount       Current Value
                                              Invested




Total Business
Assets




Business Liabilities

Description         Loan type & Term,   Original Amount   Current Balance   Interest Rate,
                    Date Commenced                                          Repayment &
                                                                            Frequency




Total Business
Liabilities




                                                                                    Page | 9
PROFESSIONAL CONTACTS
Accountant
Name
Address
Company
Telephone
Email
Solicitor/Conveyancer
Name
Address
Company
Telephone
Email
Other
Name
Address
Company
Telephone
Email

ACKNOWLEDGMENT
The information set out in this form is complete and accurate to the best of my/our
knowledge. I/We understand that without accurate information, the Mortgage Plan
and Loan selected, may not be appropriate to my/our needs.
      I/We give permission for this information to be used for the preparation of
my/our Mortgage Plan.
      I/We understand that recommendations will be based solely on the information
supplied in this form.
      I/We given agree to the preparation of a Mortgage Plan, and understand that the value
of the Plan is equal to $1600.



Client’s Name                  Client’s Signature             Date


Client’s Name                  Client’s Signature             Date


Planner’s Name                 Planner’s Signature            Date



                                                                                   Page | 10

				
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