the more accurate your information the better our solution will be.

If you will be using your car for business use then click here.

your details.

First Name
Middle Name
Last Name
Gender
Date of Birth
as dd/mm/yyyy
Drivers Licence Number
Expiry Date: State
Marital Status
Number of Dependants
Are you an Australian Citizen
Address
Unit No  / Street No     
Street Name
Suburb

State Postcode
Residence Status
If you rent, monthly payment is $
If you rent please supply Agent / Landlord Name
Phone Number
Date Moved In
as dd/mm/yyyy
Telephone Home
Telephone Mobile
Email Address
Occupation
Status
Employer's Name
Address
Unit No  / Street No     
Employers Address Street Name
Suburb

State Postcode
Work Phone Number
Employment Start Date
as dd/mm/yyyy
How would you rate your current job security?
(The higher the number, the more secure you feel.)
Gross Annual Income
$ per year
Family Allowance etc.
$ per year
Invest Property Rental Income
$ per year
Do you have any other income?
Yes No

Please tell us lender preference?

Are there are any lenders that you do not wish to deal with?
Do you have any preference as to the type of lender that you deal with?
Which of these lenders have you had a loan or credit with?
ANZ/Esanda CBA/CBFC Capital Liberty Macquarie Westpac/St George/BOM None

tell us about the car you wish to purchase.

Amount you wish to borrow.
$ Click here for the car loan calculator.
Preferred Monthly Payment
$ per month
Loan Term yrs
in Arrears Advance
Residual/Balloon Payment $
Details of the new car.
What type of car are you purchasing?
New Used Demo
New car details
Year
Price $
Make
Model
Klms
Colour
Accessories
Who are you purchasing the car from?
Car Dealer Private Sale
Their details.
Name
Address
Phone
Pick up date
A couple of important credit questions.
Do you have credit defaults?
(If YES provide details.)
Are all current credit commitments up to date?
(If NO provide details.)

Anticipated Changes and protection.

Our ability to provide you with an accurate recommendation requires us to have an understanding of your future plans.
Do you anticipate that your INCOME will change materially in the next 6-12 months?
(e.g: Are you planning an extended break from work where your income will drop substantially? Perhaps your expecting to increase your income.)
 
Do you anticipate that your EXPENSES will change materially in the next 6-12 months?
(e.g: Are you planning on any new commitments outside of this loan that would increase your monthly expenditure, such as taking on additional credit commitments outside of this loan.)
 
Is there any other factor that you can think of that may materially affect your INCOME or EXPENSES in the next 12 months?
 
Could you afford to pay the bills if your income stopped for 6 months or more?
Could your family afford to still live comfortably if something happened to you?
Do you have sufficient insurance cover to meet all of your debt obligations?
If you answered NO or UNSURE to any of the above three questions then please take advantage of our relationships to get a free no obligation quote to protect you and your family.

Please list ALL current liabilities.

Liability Type
Amount Owing
Payments
Limit
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
Your Living Expenses: per month.
These living expenses don't include the loans listed above or rent but do include things like electricity, gas, food, insurance, petrol, child maintenance etc.
Not sure what your expenses are, you can download our budget simulator by clicking on this link. Excel

Please list ALL current assets.

Asset Type
 
Property1
Is
Value $
Address (As Above)
Unit No / Street No
Street Name
Suburb
State Postcode
     
Property 2
Is
Value $
Address
Unit No   /  Street No   
Street Name
Suburb
State Postcode
     
Property 3
Is
Value $
Address
Unit No   /  Street No   
Street Name
Suburb
State Postcode
     
Motor Vehicle 1
Year Make
$
Motor Vehicle 2
Year Make
$
Shares
 
$
Home & Contents
 
$
Bank Account
Who with?
$
Bank Account
Who with?
$
Bank Account
Who with?
$
Other Assets
What is it?
$
Other Assets
What is it?
$

How did you find us?

Their name:
Is there anything else you would like to add or do you have any questions?
We are committed to protecting your privacy. We use the information you provide to assist you with your credit needs, including the preparation and submission of loan applications. We also use it to send you product information and promotional material. From time to time this will include direct marketing communications but we will always give you the option of not receiving these communications. We provide your information to the companies with whom you choose to deal (and their representatives). We may also provide your information to contractors who supply services to us (e.g. to handle mailings on our behalf), and to others if we are required to do so by law. We do not trade, rent or sell your information or disclose it to overseas recipients. If you don’t provide us with full information, we can’t properly advise or assist you with loan applications. Our Privacy Policy contains information about how you can access and ask us to correct your information, or make a privacy related complaint. You can obtain a copy by clicking here.
I/We hereby request a proposal for a mortgage loan to be prepared by Money Simplicity and understand that such a proposal will be based on information provided herein which is true and correct. By asking us to assist with your credit needs, you consent to the collection and use of the information you have provided to us for the purposes described above.