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Client Information
Your Information
Part 4 - Living Expenses
Your Assets
Your Liabilities
Complete any liabilities that apply
Home Loan - Lender
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Investment Loan - Lender
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Investment Loan - Lender
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Car Finance - Lender
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Car Finance - Lender
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Personal Loan - Lender
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Credit Card - Lender
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Credit Card - Lender
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Credit Card - Lender
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Customer No.
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Limit $
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Total loan amount when taken out
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Int Rate %
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Store Card - Lender
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Your Monthly Living Expenses
EXPENSE CURRENT MONTHLY AMOUNT FUTURE MONTHLY AMOUNT
(if buying consider council rates, water, insurance, etc)
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Indicates required field
BASIC HOUSING & PROPERTY EXPENSES
Power, Gas, Water,
Land/Council Rates, Strata Fees
$
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$
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COMMUNICATIONS & MEDIA
Internet/Home Phone,
Mobiles, Foxtel
$
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$
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FOOD & GROCERIES
Food, Eating Out
$
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$
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RECREATION & ENTERTAINMENT
Holidays, Movies, Newspapers Magazines
Gifts, General Entertainment, Foxtel, etc.
$
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$
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CLOTHING & PERSONAL CARE
Clothing, Personal Care, Grooming, etc.
$
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$
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MEDICAL & HEALTH
Medical, Doctor, Prescriptions
All Other Medical Costs
$
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$
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TRANSPORT
Rego, Fuel, Drivers Lic, Servicing,
Public Transport
$
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$
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EDUCATION & CHILDCARE
Fees, Books, Excursions, Sports, After
School Activities, Child Care, etc.
$
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$
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INSURANCE
Building, Contents, Life/Income,
Car/s, Health Ins
$
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$
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OTHER
Hobbies, Subscriptions, Memberships
$
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$
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RENT
Current rental payments
$
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$
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Your Credit History
Have there ever been or are there now any current Financial Judgements of Legal Proceedings against any of the applicants?
Select one:
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No
Yes
If yes, please provide details below
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Are you aware of any Current Defaults in the last 5 years on your personal Credit Report?
Select one:
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No
Yes
If yes, please provide details below
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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)?
Select one:
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No
Yes
If yes, please provide details below
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And lastly, how did you hear about Citrus Finance?
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Select one
Word of Mouth
Facebook
Met you!
Internet Search
LinkedIn
Saw your Marketing Material
Referred by Friend/Colleague
Other
Please ensure you have completed all the required fields
indicated by the
*
before clicking on the submission button below.
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