National Builders - Preliminary Finance Assessment

Preliminary Finance Assessment

We build all across Victoria only

This application is for an *

Applicant 1
* Required Fields
Full Name *

Address *

Home Phone *

Work Phone

Mobile Phone

Email *

Date of Birth
/ /

Number of Children

Current Occupation

Current Employer

Previous Employer

Applicant 2

Full Name *

Address *

Home Phone *

Work Phone

Mobile Phone

Email *

Date of Birth
/ /

Number of Children

Current Occupation

Current Employer

Previous Employer

Assets
Home value:	$
Investment Property #1:	$
Investment Property #2:	$
Investment Property #3:	$
Motor Vehicles:	$
Cash/Savings:	$
Deposits Paid:	$
Shares etc.:	$
Super:	$

Total Assets:	$
Surplus:	$

Liabilities
	Amount Owing	Monthly Min Repayment
Total Mortgages:	$	$ month
Rent:	$	$ month
Lease:	$	$ month
Overdraft:	$	$ month
Total Credit Cards:	$	$ month
Personal Loans:	$	$ month
Maintenance	$	$ month

Total Liabilities:	$

Applicant 1 Income		Application 2 Income
Salary (Gross Per Anum)	$	Salary (Gross Per Anum)	$
Other Income	$	Other Income	$
Investments	$	Investments	$
Rental Income	$	Rental Income	$

Total Income	$	Total Income	$

How much could you afford per week, without affecting your lifestyle, to put toward your wealth building?
$

Privacy Disclosure Statement and Consent

The National Builders Group Pty Ltd is collecting personal information about you. This notice is to inform you of your rights under the Privacy Act.

1) The information you provide will be held by National Builders Group Pty Ltd ABN 96 092 675 164.

2) You can gain access to the information that National Builders Group Pty Ltd holds about you by contacting us at Level 4, 150 Albert Road, South Melbourne 3205 or phoning (03)9686 1777.

3) If you provide information about yourself to National Builders Group Pty Ltd, it will use this information to provide you with the products or services you have requested, and may supply your information to contractors that help National Builders Group Pty Ltd to do this.

4) National Builders Group Pty Ltd will also use your information to inform you of other activities, products, services and events organised by National Builders Group Pty Ltd.

5) The National Builders Group Pty Ltd may use and disclose the personal information you provide to contractors of National Builders Group Pty Ltd for example, ABC Finance Pty Ltd and other accredited finance brokers, or any organisation involved with providing credit to you, mailing houses, solicitors, settlement agents, organisations we are affiliated with. Organisations we are affiliated with may receive a share of the finance commission and any trailing commissions paid to the broker by the Bank or lender. All such commissions are fully disclosed by the Bank or lender in their letter of offer.

6) If you do not provide your personal information, National Builders Group Pty Ltd may be unable to assist in providing any of the services requested. This will mean that the finance broker may not be able to arrange a loan. You have the right to request not to receive direct marketing material.

7) You have the right to request not to receive direct marketing material.