My Client Profile - Synergy Money Pty Ltd







    Fact Find

    Type of Loan

    Basic Information

    Number of Applicant

    Applicant 1

    Applicant 2

    Name

    DOB

    Mobile

    Email Address

    Visa

    Marital Status

    Living Address last 3 Years

    Current Address (MM-/YY- MM/YY)

    Current:

    Current Job Info (If less than 3 years – Provide Previous Job Details- Expand)

    Employer Name & ABN

    Role

    Work Phone Number

    Work Address

    Managers’ Contact Email and Phone

    First date of employment/Registration Date

    Annual Income

    Full time/Part time/ Casual

    Salary Account Number/Business Account Number

    Previous 3 Years Working History

    Employer Name & ABN

    Role

    Work Phone Number

    Work Address

    Managers’ Contact Email and Phone

    First date of employment

    Assets

    Asset Information

    Address

    Ownership

    Rent

    Description

    Owner Occupied Property

    Investment property 1

    Investment property 2

    Motor Vehicle

    Home Contents

    Savings

    Shares

    Superannuation

    Liabilities

    Liabilities Information

    Lender & Rate

    IO/ Loan remain term

    Limit

    Fixed/Variable, repaymnet/mth

    Home Loan

    Investment Loan 1

    Investment Loan 2

    Personal Loan

    Car loan/Lease

    Credit Card 1/ownership

    Credit Card 2/ownership

    New Personal Loan special Requirements

    Loan 1

    Loan 2

    Amount Needed

    Loan Period (18M – 7 Years)

    Additional Info/Preferred Lender:

    Household Monthly Expenditure:

    Groceries

    Entertaintment

    Child Care

    Health and Gym

    Entertaintment – Subscriptions

    General Insurance

    Car and Transport

    Beauty

    Savings

    In few words...

    With a clinical eye for assessing, treating, and tracking your progress, we take careful notes, supply you with related resources and information, provide you with a recommended plan, and help you to follow up on your goals, for lasting results.

    About Primavera
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    Taking seamless key performance indicators offline to maximise the long tail. Keeping your eye on the ball while performing a deep dive on the start-up mentality.

    Copyright by SYNERGY MONEY PTY LTD. All rights reserved.

    Copyright by SYNERGY MONEY PTY LTD. All rights reserved.