Debt Analysis Report

Fill out this form and we can give you an accurate report as to how much we can save you each month, how much you can borrow, how much tax you will save by owning an investment property, how much faster you can pay off your other debts and how much you will be worth in 10 years. This form is fairly in depth but it will allow us to give you an accurate indication of what we can do to help you.
Number of Applicants*
- One
- Two
First Name*
Last Name*
Any Dependants*
Best Contact Number*
Email*
Postcode
State*
Person 1 Income Per Year*
Person 2 Income Per Year*
Do Your Receive Additonal Income Per Year*
Not including Investment Property Rental Income
Description of Income*
Description of Other income*
Amount Per Year*
Do You Own Your Own Home*
- Yes
- No
Value of Property*
Current Loan Against Home*
Home Loan Lender*
Current Interest Rate*
Repayment Type
Term Remaining in Years*

This area is for your regular living expenses, make sure it is as accurate as possible.
Monthly Expenses Each Week*
Monthly Shopping Average*
Monthly Bills Aproximate*
Total Other Monthly Expenses Including Entertainment*

What Are Your Wishing To Achieve*
Please let us know if there is anything specific you wish to achieve*
Options*
- Receive Weeekly News Letter
- Please Call Me
- Please Email Me report
We have enough information to conduct a basic financial analysis for you. All information is held in the strictest of confidence and is not shared with any outside parties. By Clicking the submit button below you agree to allow Wealth Works to carry out a basic analysis of your current financial situation and contact you with our recommendations. Please call 1300 645 888 if you have any concerns or require more information.
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