YOUR PROPERTY FINANCE SUMMARY!

| Resume a previously saved form
Resume Later

In order to be able to resume this form later, please enter your email and choose a password.

WELCOME TO YOUR PROPERTY FINANCE SUMMARY!

Your Privacy Is Important to Us

The personal information you provide in this form is necessary for us to provide you with the products and services you have requested from us.

Positive Real Estate Pty Ltd (ABN 103496322) complies with the Privacy Act 1988 and the principles laid out in our privacy policy which detail information about how you may access or seek correction of your personal information, how we manage that information and our complaints process. Our Privacy Policy is readily available and can be viewed at:
https://positiverealestate.com.au/privacy-policy/

You do not have to provide us with your personal information, but if you do not do so, we may not be able to provide you with our products or services.

I understand that I have the choice of which external professional providers to use and that depending on my selection, the Positive Real Estate Property Investment Adviser may receive a referral fee of up to 5% of total commissions received.  This will be confirmed in the Credit Disclosure Proposal as part of the loan application.





What are your long term investment goals?

Please tell us what success looks like to you. Defining measurable and specific goals is crucial to achieving long-term success as an investor. It allows your 6-Star Team to align our strategies with your objectives, and celebrate with you when your hit these exciting milestones! 



Personal Details












Investing Partner's Name
Please enter the name of your investing partner below. This refers to the individual you plan to purchase property with or the person with whom you share an investment strategy. 


Your Current Property Holdings

Important information for filling out the below questions: 
1. Please do not use any symbols such as ($) (%) (,) (.).
2. Any dollar figures should be rounded to the closest dollar (no cents). 
3. If you have SOLD a Property, please update the Ownership Status to 'Sold'.
Property Details
Address and Property Information







As you have identified this property as a Duplex/ Dual Key building, please enter the Bed/Bath/Car details for Unit 1 below. 




Duplex: Unit 2 Information
Please provide the street address, rental income, and bed/bath/car details for Unit 2 below.  





Ownership Details



e.g. John Smith, Smith Family Trust




Loan Information

e.g. Commonwealth Bank, FirstMac, Westpac









Property Details
Address Information







As you have identified this property as a Duplex/ Dual Key building, please enter the Bed/Bath/Car and rental income details for Unit 1 below. 




Duplex: Unit 2 Information
Please provide the street address, bed/bath/car and rental income details for Unit 2 below.





Ownership Details



e.g. John Peter Smith, The Smith Family Trust





Loan Information

e.g. Commonwealth Bank, FirstMac, Westpac








Income and Dependancies

Employment/Income
The below Employment and Superannuation details are for: 






Super and Insurance







Employment/Income
The below Employment and Superannuation details are for:






Super and Insurance







Dependancies

ASSETS AND LIABILITIES

Car 1





Car 2





Other Assets





Credit Card 1




Credit Card 2




Other Loan 1




Other Loan 2




Rental Amount
If you live in a rental property, how much rent do you pay each month?

Lease/ Hire Purchase
If you have any items that you are leasing or have on a hire purchase contract, please complete the below information. e.g. TV, fridge, washing machine, dryer