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Client Information

Your Information

    Part 2 - Your Employment



    Picture
    Select any sources that apply


    Your Assets

    Complete any assets that apply
    ASSET
    ASSET VALUE
    ASSET OWNER
    eg. Shares/Manager Funds/Term Deposits
    e.g. boats, caravans, collections
    e.g. gifts, inheritance


    Your Liabilities

    Complete any liabilities that apply
    Total loan amount when taken out
    Picture


    Your Monthly Living Expenses


    ​EXPENSE                                                 CURRENT MONTHLY AMOUNT             FUTURE MONTHLY AMOUNT

                                                                                                                                         (if buying consider council rates, water, insurance, etc)

    BASIC HOUSING & PROPERTY EXPENSES
    Power, Gas, Water,
    Land/Council Rates, Strata Fees

    COMMUNICATIONS & MEDIA
    Internet/Home Phone,
    Mobiles, Foxtel

    FOOD & GROCERIES
    Food, Eating Out

    RECREATION & ENTERTAINMENT
    Holidays, Movies, Newspapers Magazines
    Gifts, General Entertainment, Foxtel, etc.

    ​CLOTHING & PERSONAL CARE
    Clothing, Personal Care, Grooming, etc.

    MEDICAL & HEALTH
    Medical, Doctor, Prescriptions
    All Other Medical Costs

    TRANSPORT
    Rego, Fuel, Drivers Lic, Servicing,
    Public Transport

    EDUCATION & CHILDCARE
    Fees, Books, Excursions, Sports, After
    School Activities, Child Care, etc.

    INSURANCE
    Building, Contents, Life/Income,
    Car/s, Health Ins

    OTHER
    Hobbies, Subscriptions, Memberships

    RENT
    Current rental payments



    Your Credit History

    Have there ever been or are there now any current Financial Judgements of Legal Proceedings against any of the applicants?

    Are you aware of any Current Defaults in the last 5 years on your personal Credit Report?

    Are you aware of any late payments on any liabilities such as Home Loans, Personal Loans (last 6 months) or Credit Cards (last 3 months)?

    And lastly, how did you hear about Citrus Finance?

     
    Please ensure you have completed all the required fields
    ​indicated by the 
    *  

    before clicking on the submission button below.
    ​
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