Philco Financial Strategies, we can spell out a plan that will take you from your first investment property, through to retirement. We specialise in strategic planning , investment, financial planning and investment banking


S T R A T E G I C P L A N N E R S..

Phil from Philco

ONLINE QUESTIONNAIRE
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Application Date			Available for Meeting - Please tickone or more boxes
			Day		Evening		Weekend

Personal Particulars

Title (Applicant)

Surname (Applicant)

Given name (Applicant)

Title (Partner)

Surname (Partner)

Given name (Partner)

Residential Address:

Suburb

State

P.C

Yrs

Marital Status:

Age (Applicant)

Age (Partner)

Employment Status

Applicant Employment Status

Partner Employment Status

PAYG

Self Employed

Occupation

Employed

Number of Dependants

List 1 - 5 children ages

Tick box if 5+

1. Residential Property -		Do you own a property? YES NO
Is the property?		Owned Mortgaged (with bank) Rented
Estimated property value		(Total)
Current owing amount		(Current total)

2. Investment Property -		Do you have an investment property? YES NO
How many?
Is the property?		Owned Mortgaged (with bank) Rented
Estimated property value		(Total)
Current owing amount		(Current total)
Loan service fee/s		(Monthly total)
Rental income		(Total)

Finance

Combined Savings

PAYG Income (Applicant)

Gross Declared Income (Applicant)

PAYG Income (Partner)

Gross Declared Income (Partner)

What prompted you to contact us?

How would you like to be contacted? Phone \| Email \| Postal Mail

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*Phone:	()	Email:
Businesses:	()	Email:
Businesses (partner):	()	Email:
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Mobile (partner) :
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