Your Fact Finder

Couple Applicant

The information obtain in these pages allows us to make specific recommendation to meet your goals and objectives!

Go to: SECTION 2
SECTION 3 & 4
SECTION 5
SECTION 6 & 7
SECTION 8 & 9

If Single – click button:

Single Applicant

SECTION 1

Thumbs Up when successfully SUBMITTED

SECTION 2

You: (optional)

EMPLOYMENT DETAILS:

EMPLOYMENT:

Start Date:

Employer or Business (Current):

Occupation:

Address:

Suburb & Post Code

Previous Employer:

Employer or Business (Previous):

Occupation:

Address (Previous):

Suburb & Post Code

Partner: (optional)

EMPLOYMENT:

Start Date:

Employer or Business (Current):

Occupation:

Address:

Suburb & Post Code

Previous Employer:

Employer or Business (Previous):

Occupation:

Address (Previous):

Suburb & Post Code

Company / Trust / SMSF:

Company:

Company Name

Directors Names

Share Holders

Purpose of Company:

Trust:

Trust Name

Appointors / Principals

Appointor is the person who has the power to appoint and remove the "Trustees".

Name of Trustees

Purpose of Trust:

SMSF:

SMSF Name

Company Name and/or Trustee

Name of Trustee 2

Name of Trustee 3 (optional)

Accountant:

ACCOUNTANT Name

BUSINESS Name

ADDRESS

Phone Number

Credit History:

Defaults

SECTION 3

SECTION 4

FAMILY HOME:

OWNER, VALUE, LENDER:

$

Property Value

LOAN 1 DETAILS:

$

Loan Amount

Interest Rate:

LOAN 2 DETAILS:

$

Loan Amount 2

Interest Rate:

SECTION 5

INVESTMENT PROPERTY:

INVESTMENT PROPERTY 1:

Address

Suburb

Post Code

$

Property Value - Today

$

Purchase Price

$

Capital Improvements (optional)

$

RENT per WEEK

$

Annual EXPENSES (Approx.) (optional)

LOAN 1 SETUP:

$

Loan Amount

Interest Rate

INVESTMENT PROPERTY 2:

Address

Suburb

Post Code

$

Property Value

$

Purchase Price

$

Capital Improvements (optional)

$

Rent per Week

$

Annual EXPENSES (Approx.) (optional)

LOAN 2 SETUP:

$

Loan Amount

Interest Rate

INVESTMENT PROPERTY 3:

Address

Suburb

Post Code

$

Property Value

$

Purchase Price

$

Capital Improvements (optional)

$

Rent per Week

$

Annual EXPENSES (Approx.) (optional)

LOAN 3 SETUP:

$

Loan Amount

Interest Rate

MESSAGE (Optional) (optional)

* Please SUBMIT Properties 1 to 3.

** Re-Submit Section 5 starting with Property 4 details.

SECTION 6

SECTION 7

LIFE INSURANCE POLICIES:

INCOME PROTECTION

Is designed to pay you an ongoing monthly benefit, which is generally 70% of your ‘Annual Income’ in the previous 12 months prior to claim.

In the event you are unable to work due to a ‘Sickness or Injury’, once you have surpassed your ‘Waiting Period’.

YOU - Income Protection:

This is the period of time between when you are first unable to work due to illness or injury until you are eligible to receive a benefit payment.

Generally up to 75% of your annual income plus Superannuation while on claim.

$

Monthly Benefit

This is the period of time that you may receive ongoing benefits/payments as a result of a claim due to an injury or sickness.

$

Premium Paid

PARTNER - Income Protection:

This is the period of time between when you are first unable to work due to illness or injury until you are eligible to receive a benefit payment.

Generally up to 75% of your annual income plus Superannuation while on claim.

$

Monthly Benefit

This is the period of time that you may receive ongoing benefits/payments as a result of a claim due to an injury or sickness.

$

Premium Paid

LIFE INSURANCE

In the event of your death, a Lump Sum payment is to be made to your loved ones to provide financial support in your absence.

Total and Permanent Disablement (TPD):

That in the event you are disabled to the extent, that you will most likely be unable to ever work again in your occupation or in any occupation, a lump sum payment maybe paid to help your financial needs now and into the future.

YOU - Life Cover:

This cover is calculated to pay out your debts and provide your remaining family an ongoing income now and into retirement.

$

LIFE Amount

$

Premium Paid

TPD:

This cover is calculated to pay out all your debts and provide you a lump sum payment to cover your ongoing expenses now and into retirement.

$

TPD Amount

PARTNER - Life Cover:

This cover is calculated to pay out your debts and provide your remaining family an ongoing income now and into retirement.

$

LIFE Amount

$

Premium Paid

TPD:

This cover is calculated to pay out all your debts and provide you a lump sum payment to cover your ongoing expenses now and into retirement.

$

TPD Amount

TRAUMA INSURANCE:

Is designed to protect you financially from the impact of illnesses such as cancer, heart attacks and strokes, by providing a lump sum payment should you meet the policy definition of the critical condition.

YOU - Trauma Insurance:

This cover is calculated to payout your Home loan and contributes towards your medical expenses.

$

TRAUMA Amount

$

Premium Amount

PARTNER - Trauma Insurance:

This cover is calculated to payout your Home loan and contributes towards your medical expenses.

$

TRAUMA Amount

$

Premium Amount

YOU:

cm

Kg

PARTNER:

cm

Kg

SECTION 8

INCOME & EXPENSES

INCOME: (optional)

$

Wages/Salary (Before Tax):

$

Business Profit

$

Family Tax / Child Support

$

Other Income

Partner: (optional)

$

Wages/Salary (Before Tax):

$

Business Profit

$

Family Tax / Child Support

$

Other Income

LIVING EXPENSES: (optional)

NOT expenses paid by your Business, Investment or Employer.

General Maintenance

$

Home Care, Repairs, Gardening

Electricity, Water, Rates.

$

Electricity, Water, Rates

Internet, Phones, Foxtel

$

Phone, Internet & Media

Cafes, Grocery, Dining

$

Food & Groceries

Cloth, Shoe, Hair & Beauty

$

Clothing & Personal Care

Doctors, Chemist, Dentist, Physio

$

Medical & Health

Rego, Fuel, Parking, Tolls, Taxi

$

Transport

School, Uniform, Books, Sitter

$

Education, Childcare, Etc

Home, Car, Travel, Health

$

Home, Car, Health Insurance

Cleaner, Mowing, etc

$

Cleaner, Mower, etc

Rent Only

$

Rent Paid

Any Other Expenses

$

Other

SECTION 9

ASSETS & LIABILITIES

ASSETS:

$

House Content - Furniture, Jewellery, Etc

$

Term Deposit & Bond

$

Motor Bike + Caravan + Boat + Jet Ski

$

Share Portfolio

$

Business Value

$

Other Assets + Inheritance

Savings Accounts:

$

Bank Account - Balance 1

$

Bank Account - Balance 2

$

Bank Account - Balance 3

Motor Vehicles:

$

Motor Vehicle - 1

Vehicle Type ?

$

Motor Vehicle - 2

Vehicle Type

$

Motor Vehicle - 3

Vehicle Type

$

Motor Vehicle - 4

Vehicle Type

LIABILITIES:

Credit Cards:

$

Credit Card - Limit 1

$

Credit Card - Balance 1

$

Credit Card - Limit 2

$

Credit Card - Balance 2

$

Credit Card - Limit 3

$

Credit Card - Balance 3

$

Credit Card - Limit 4

$

Credit Card - Balance 4

Car Loans:

$

CAR LOAN - Value

$

Monthly REPAYMENT

Finance Company ?

$

CAR LOAN - Value - 2

$

Monthly REPAYMENT

Finance Company ?

Other Debts:

OTHER Debts

Description

$

DEBT Amount

OTHER Debts

Description

$

DEBT Amount

ESTATE PLANNING: (optional)

You:

Name of Executor:

Year Signed:

RELATIVE'S Name:

Phone Number:

Partner:

Name of Executor:

Year Signed:

RELATIVE'S NAME:

Phone Number:

Acknowledgement

We acknowledge the information provided in this document is complete and accurate to the best of our knowledge. We understand by not fully or accurately completing the document, any recommendation or advice given may be inappropriate.

We have completed all areas of this document and agree to provide you with all relevant information.

Email Address

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SECTION 3 & 4
SECTION 5
SECTION 6 & 7
SECTION 8 & 9

Michael Lobodarz, Authorised Representative (no. 256607), Director of BDM Financial Services Pty Ltd ABN 53 115 925 141, Corporate Authorised

Representative (no. 319619) of, The Financial Link Group Pty Ltd., ABN 12 055 622 967 Australian Financial Services Licensee (no. 240938)