Debt Analysis Report Step 1 of 7 14% 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*NoOneTwoThreeFourMoreBest Contact Number*Email* PostcodeState*QldNSWVicTasSAWANTPerson 1 Income Per Year*Person 2 Income Per Year*Do Your Receive Additonal Income Per Year*NoYesNot including Investment Property Rental IncomeDescription of Income*Family AllowancePensionOtherDescription 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 TypePrinciple & InterestInterest OnlyCombinationTerm Remaining in Years* Do You Own Any Investment properties*NoOneTwoThreeMoreInvestment Property 1 Value*Current Balance of Loan*Fixed or Variable*FixedVariableRepayment Type*Principle and InterestInterest OnlyThird ChoicePostcode of Property*Rental Income Per Year*Investment Property 2 Value*Current Balance of Loan*Fixed or Variable*First FixedVariableRepayment Type*Principle and InterestInterest OnlyThird ChoicePostcode of Property*Rental Income Per Year*Investment Property 3 Value*Current Balance of Loan*Fixed or Variable*First FixedVariableRepayment Type*Principle and InterestInterest OnlyThird ChoicePostcode of Property*Rental Income Per Year* This section is for liabilitesDo You Have Any Personal Loans or Car Loans*NoOneTwoThreeFourMoreLoan 1 Monthly Payment*Loan 2 Monthly Payment*Loan 3 Monthly Payment*Loan 4 Monthly Payment*Total Other Monthly Payment*Number of Credit CardsNoneOneTwoThreeFourMoreTotal Credit Card LimitsTotal Owing on Credit Cards*Do You have Any Other Debts*NoYesDescription of Other Debts*Total Amount Owing of Other Debts*Monthly Payment of Other Debts* Please details you assets hereCash in the bank*Total Value of any Shares*Value of Vehicle One*Value of Vehicle TwoInsured Value of Home Contents*Value of any Other AssetsDescrition of Other Assets This section is for your current insurances and superannuationDo You Have Income Protection Insurance*YesNoDo You Have Life Insurance*YesNoDo You Have TPD Insurance*YesNoCurrent Superannuation Balance*Do You Make Additonal Contributions to Super*NoYesAmount Per Year* 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*Cost of Living ReductionMortgage ReductionTax ReductionPurchase Investment PropertyIncrease Superannuation AmountRetire WealthyPlease let us know if there is anything specific you wish to achieve*Options*Receive Weeekly News LetterPlease Call MePlease Email Me reportWe 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. Captcha