Knuckle Down Time
Due to the amount of work that will go into helping you, please fill in this form if you are serious about saving money and finding the best way to fine tune your financial situation.

Please Note- Some of these questions are personal but needed to be asked so we can get a correct snap shot of what your financial situation is.

Only answer questions relative to your situation.

Name:
Email Address:
Contact Number
Home Value
Home Loan Amount
Which Bank
Interest Rate
Type of Loan	Interest Only Interest and Principle
How often do you pay your home loan?	Weekly Fortnightly Monthly
What is the minimum Payment?
How much are you actually paying?
How often do you get paid?	Weekly Fortnightly Monthly
How much do you bring home?
Where does your money go to?	In Home Loan Saving Account Line Of Credit Offset Account Personal Account
How often does your partner get paid?	Weekly Fortnightly Monthly
How much does your partner bring home?
Where does your partners money go to?	In Home Loan Saving Account Line Of Credit Offset Account Personal Account
If you have an Investment Property or Portfolio, what is the total value?
Total Investment Debt
Total Rental Return
Credit Card Limit
Amount owing at end of month?
Credit Card Interest Rate?
How much do you pay into your Credit Card monthly?
Personal Loan Amount Left
Interest Rate
What is your minimum payment?
How much do you pay?
Car Loan Amount Left?
Interest Rate?
How much is your monthly payment?
If you have any other debts or questions you would like to ask, please insert here. Insert as much details on the debts as possible.

Allow 2-3 days for a result, we will either call or email you if further information is needed.

Kind Regards

Mr. Dino Livanidis
www.npis.com.au

 

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