My Starting Point @ mrd

My Starting Point

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Your Details

First Name *

Last Name *

Primary Email *

Spouse's Name

First Name

Last Name

Spouse's Email

Mobile Number *

Home Phone Number

Area Code( )

Ph # Enter the primary land line phone number that we can contact you on

Address

Number *

Street *

Suburb *

State

Postal Code

Country

Personal Details

Residency *

Date of Birth dd/mm/yyyy

Marital Status

Do you have Dependents? *

What Are Their Ages? Add their ages separated by a comma. E.g. 12,10,8

Employment Details

Employment *

Employee

Gross Income p.a.

Spouse Income p.a.

Self Employed

Taxable Income

Do you have an ABN?

Other

Details

Spouse Details

Spouse Salutation

First Name

Last Name

Primary Email

Alternate Email

Work Number

Code( )

Ph #

Mobile

Date Of Birth dd/mm/yyyy

Employment Details

Employment Status

Employee

Gross Income Per Year

How long Have You Been In This Job?

Self Employed

Estimate Average Of Last Two Years Trading Profit

How long have you had your ABN?

Other

Details

Additional Borrower

Salutation

First Name

Last Name

Primary Email

Alternate Email

At least one phone number is required *

Area( )

Phone Number Enter the primary land line phone number that we can contact you on

Mobile

Area( )

Fax

Age - Current

Address

	Number	Street	Type

Suburb

State

Postal Code

Country

Employment Details

Employment Status

Employee

NOTE:

If you are a wage earner, this will be the gross on your pay slip before tax is taken out.

Gross Income Per Year

How long Have You Been In This Job?

Self Employed

Estimate Average Of Last Two Years Trading Profit

How long have you had your ABN?

Other

Details

Add Additional Borrower

Details Of Your Assets

Are You Renting or Boarding? *

How Much Rent or Board Per Week?

Your Own Home - Estimates

Property Type

Estimated Value

Debt / Limit

Who Is Your Lender?

Monthly Payment

How long till fixed term expires?

Other Debts - personal loans & leases; credit cards etc

Personal Loans

	Amount	Monthly Repayment	Limit	Lender
					Add Another Loan

Credit Cards & Store Cards

	Limit	Amount Owing	Lender
				Add Another Card

Existing Investment Properties

State

Value

Debt/Limit

Lender

Rent p/w

Add Additional Investment Property

Superannuation

	Balance	Self Managed?
Your Super		YesNo
Spouse's Super		YesNo

ROYE

IMPORTANT - Retire On Your Equity (ROYE)

As part of mrd's mentoring program and as an additional free service we would like to offer you the ability to create your own written retirement plan. We ask people “when do you want to retire” (“retire” meaning when do you want to be financially independent) and they often respond with “when I have enough money”. Chances are without a written plan you will never “have enough money” and how much is “enough” anyway? In our opinion you have to set a date, have a goal and a plan to actually achieve financial independence (a better word than “retirement”). By answering the following questions we can help you do that with our “Retire on Your Equity” program.

Annual income required after tax to live comfortably in todays dollars e.g. $60,000

Age - Current

Years Till Retirement

Retirement Annual Income?

Opinion on Property Doubling Cycle Years?

Finally!

Anything else you'd like to let us know about that may be relevant

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