What’s My Borrowing Capacity? @ mrd

What’s My Borrowing Capacity?

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Please "Submit" this secure form or print and fax the confimation page (at the end of this submission) to mrd on 07 5580 8833. Some browsers may experience problems with the form - you can download a PDF version here for emailing or faxing:

http://investmentmentor.com.au/files/bca-form.pdf

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Please note - Please dont forget to include your taxable income - we cannot complete your assessment without this information.

The results of this form are only as accurate as the information you give us.

Any questions, please call the office on 07 5580 8888

Primary Borrower

Loan Purpose

Borrowing Arrangement * Select the borrowing arrangement that applies to your situation

Borrow In ...?

Salutation

First Name *

Last Name *

Primary Email *

Alternate Email

Phone Number *

Area Code( )

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

Fax Number

Area Code( )

Fax #

Mobile

Date of Birth dd/mm/yyyy

Maritial Status

Address

Number *

Street *

Suburb *

State *

Postal Code *

Country

Residency *

Do you have Dependents? *

What Are Their Ages? Add their ages separated by a comma

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?

Spouse Details

Spouse Salutation

First Name

Last Name

Primary Email

Alternate Email

Phone Number

Code( )

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

Fax Number

Code( )

Date Of Birth dd/mm/yyyy

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?

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?

Add Additional Borrower

Details Of Your Home & Assets

Details of Your Current Home & Assets

Property Type

Estimated Home Value

Estimated Current Debt

Who Is Your Lender?

Current Interest Rate %

Type of Loan Principle + Interest
Interest Only

Monthly Payment

Fixed or Variable? FixedVariable

How long till fixed term expires?

Value of Shares Portfolio

Cash Savings Or Other Assets

Other Debts - Personal Loans, Credit etc

Personal Loans

	Amount	Monthly Repayment	Limit	Lender
					Add Another Loan

Credit Cards

	Limit	Amount Owing	Lender
				Add Another Card

Anything else that may affect your borrowing capacity?

e.g. Salary sacrificing, impending salary increase, inheritance, expecting a child etc.

Additional Notes

Existing Investment Properties

Suburb

State

Value

Debt/Limit

Lender

Rate

Rent p/w

Property Type

Type of Loan Principle + Interest
Interest Only

Monthly Payment

Fixed or Variable? FixedVariable

How long till fixed term expires?

Add Additional Investment Property

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

Annual Income Required for Retirement

Age - Current

Years Till Retirement

Opinion on Property Doubling Cycle Years?

Any Additional Comments?

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