Great First Step Achieved!To get the most out of WCIDN – Wealth Strategy MeetingFill in the form below, in readiness.Name(Required) First Last Age(Required)Select oneUnder 1818-2425-3435-4445-5455-6465 or AbovePrefer Not to AnswerPhone(Required)Email(Required) Post Code(Required)Best time for our Property Strategist to call youRelationship Status(Required)Select oneMarriedSingleDefactootherLiving Arrangement(Required)Select OneOwn HomeLiving with familyRentingDo you own any Property?(Required) Yes NoHow Many?Select OneSelect one012345678910Estimated Market ValueHave you ever used a Property Strategist or Buyer Agent before?(Required) Yes NoWeekly Owner Occupier Mortgage or Rental Payments(Required)Number of Dependents - Under 18(Required)Select One0123456Child Support or Government Benefits per weekEmployment Status(Required)EmployedUn-EmployedSelf EmployedRetiredSelf-FundedPosition TitleGross income including Superannuation per annum(Required)Total Other income received per annumHow many Retail and Industry Super Funds are you a member?(Required)012345 or moreTotal Value of Retail and Industry Super FundDo you have Self Managed Super Fund?(Required)YesNoTotal Value of Self Managed Super FundTotal Credit Card Limits(Required)Total Credit Card Outstanding(Required)Total Credit Card Monthly Payment(Required)$ Total Personal Loans Limits(Required)Personal Loans Total OutstandingMonthly Personal Loan Repayments$ Total Lease LimitsPersonal Lease OutstandingMonthly Lease RepaymentsMortgage LimitMortgage OutstandingMonthly Minimum Mortgage RepaymentsAvailable cash in bank(Required)Available redraw from loansEstimated Weekly Expenses - Excluding all mortgages, rent payable and Credit Card, Personal Loans and Lease(Required)Thanks for completing the form, we will be emailing you a copy of your form, and one of our team will contact you to confirm the appointment.
