Application For Finance :: Maxon Finance

Personal Details (Applicant 1)

Title *

Title (other) *

-

Given Name *

Middle Name

Surname *

Date of Birth *

Mother's Maiden Name

-

Marital Status *

Marital Status (other) *

-

Residency Status *

Non-Resident Visa Subclass *

-

Driver's License Number

Driver's License Expiry

Include a Second Applicant

Yes No

Personal Details (Applicant 2)

Title *

Title (other) *

-

Given Name *

Middle Name

Surname *

Date of Birth *

Mother's Maiden Name

-

Marital Status *

Marital Status (other) *

-

Residency Status *

Non-Resident Visa Subclass *

-

Driver's License Number

Driver's License Expiry

Page 1 of 7

Contact Details (Applicant 1)

Home Phone

Mobile *

Email *

Current Residential Address *

Current Residential Type *

When Did You Move in to the Current Address? *

If less than 3 years at current residential address, please specify below all your previous residential addresses in the last 3 years and the date range you lived at this address.

Previous Residential Addresses and Date Ranges

Contact Details (Applicant 2)

Home Phone

Mobile *

Email *

My Current Residential Address Is Same as Applicant 1

Yes No

Current Residential Address *

Current Residential Type *

When Did You Move in to the Current Address? *

My Previous Residential Addresses in the Last 3 Years Are Same as Applicant 1

Yes No

If less than 3 years at current residential address, please specify below all your previous residential addresses in the last 3 years and the date range you lived at this address.

Previous Residential Addresses and Date Ranges

Dependants

Number of Dependants *

-

Name (Dependant 1) *

Date of Birth (Dependant 1) *

Name (Dependant 2) *

Date of Birth (Dependant 2) *

Name (Dependant 3) *

Date of Birth (Dependant 3) *

Name (Dependant 4) *

Date of Birth (Dependant 4) *

Name (Dependant 5) *

Date of Birth (Dependant 5) *

Name (Dependant 6) *

Date of Birth (Dependant 6) *

Page 2 of 7

Employment Details (Applicant 1)

Current Job Title *

Current Employment Type *

Current Employment Started *

Current Employer's Name, Address & Phone Number *

If Self Employed, please list trading name, ABN and whether sole trader, partnership or Company.

If less than 2 years in current job, please specify below all your previous jobs in the last 2 years, inc. job title, employment type, start date, employer's name, address & phone number.

Previous Employment Details

If Self Employed, please list trading name, ABN and whether sole trader, partnership or Company.

Employment Details (Applicant 2)

Current Job Title *

Current Employment Type *

Current Employment Started *

Current Employer's Name, Address & Phone Number *

If Self Employed, please list trading name, ABN and whether sole trader, partnership or Company.

If less than 2 years in current job, please specify below all your previous jobs in the last 2 years, inc. job title, employment type, start date, employer's name, address & phone number.

Previous Employment Details

If Self Employed, please list trading name, ABN and whether sole trader, partnership or Company.

Income (Applicant 1)

Base Gross Salary P.A. *

Overtime/Bonus/Commissions P.A.

Car Allowance P.A.

Investment Income P.A. (inc. rental)

Child Support Received

Child Support Frequency

Child Support Type

Centrelink Benefits

Centrelink Benefits Frequency

Income (Applicant 2)

Base Gross Salary P.A. *

Overtime/Bonus/Commissions P.A.

Car Allowance P.A.

Investment Income P.A. (inc. rental)

Child Support Received

Child Support Frequency

Child Support Type

Centrelink Benefits

Centrelink Benefits Frequency

Page 3 of 7

Assets (Applicant 1)

-

How Many Real Estate Properties Do You Own? *

-

Property 1 Address *

Property 1 Value *

Property 1 Ownership *

-

Property 2 Address *

Property 2 Value *

Property 2 Ownership *

-

Property 3 Address *

Property 3 Value *

Property 3 Ownership *

-

Property 4 Address *

Property 4 Value *

Property 4 Ownership *

-

Property 5 Address *

Property 5 Value *

Property 5 Ownership *

Do You Have Life Insurance? *

Yes No

Life Insurance Insurer *

Life Insurance Amount *

Do You Have Income Protection? *

Yes No

Income Protection Insurer *

Income Protection Amount *

Do You Have Home Contents Insurance? *

Yes No

Home Contents Insurance Insurer *

Home Contents Insurance Amount *

How Many Cars Do You Own? *

-

Car 1 Year, Make & Model *

Car 1 Value *

Car 2 Year, Make & Model *

Car 2 Value *

Car 3 Year, Make & Model *

Car 3 Value *

Car 4 Year, Make & Model *

Car 4 Value *

Car 5 Year, Make & Model *

Car 5 Value *

Do You Have Savings in Banks? *

Yes No

Savings Bank *

Savings Value *

Do You Have Superannuation Funds? *

Yes No

Superannuation Fund Provider *

Superannuation Balance *

Goodwill of Business? *

Yes No

Description *

Value *

Do You Have Other Assets? *

Yes No

Other Assets Description & Value *

Assets (Applicant 2)

Do You Have Life Insurance? *

Yes, I'll specify below Yes, same as Applicant 1 No

Life Insurance Insurer *

Life Insurance Amount *

Do You Have Income Protection? *

Yes, I'll specify below Yes, same as Applicant 1 No

Income Protection Insurer *

Income Protection Amount *

Do You Have Home Contents Insurance? *

Yes, I'll specify below Yes, same as Applicant 1 No

Home Contents Insurance Insurer *

Home Contents Insurance Amount *

Do You Have Savings in Banks? *

Yes, I'll specify below Yes, same as Applicant 1 No

Savings Bank *

Savings Value *

Do You Have Superannuation Funds? *

Yes, I'll specify below Yes, same as Applicant 1 No

Superannuation Fund Provider *

Superannuation Balance *

Goodwill of Business? *

Yes, I'll specify below Yes, same as Applicant 1 No

Description *

Value *

Do You Have Other Assets? *

Yes, I'll specify below Yes, same as Applicant 1 No

Other Assets Description & Value *

Page 4 of 7

Liabilities

How Many Home Loans Do You Have? *

-

Home Loan 1 Bank/Lender *

Home Loan 1 Outstanding Balance *

Home Loan 1 Monthly Repayment *

Home Loan 1 Borrower *

-

Home Loan 2 Bank/Lender *

Home Loan 2 Outstanding Balance *

Home Loan 2 Monthly Repayment *

Home Loan 2 Borrower *

-

Home Loan 3 Bank/Lender *

Home Loan 3 Outstanding Balance *

Home Loan 3 Monthly Repayment *

Home Loan 3 Borrower *

-

Home Loan 4 Bank/Lender *

Home Loan 4 Outstanding Balance *

Home Loan 4 Monthly Repayment *

Home Loan 4 Borrower *

-

Home Loan 5 Bank/Lender *

Home Loan 5 Outstanding Balance *

Home Loan 5 Monthly Repayment *

Home Loan 5 Borrower *

-

How Many Investment Loans Do You Have? *

-

Investment Loan 1 Bank/Lender *

Investment Loan 1 Outstanding Balance *

Investment Loan 1 Monthly Repayment *

Investment Loan 1 Borrower *

-

Investment Loan 2 Bank/Lender *

Investment Loan 2 Outstanding Balance *

Investment Loan 2 Monthly Repayment *

Investment Loan 2 Borrower *

-

Investment Loan 3 Bank/Lender *

Investment Loan 3 Outstanding Balance *

Investment Loan 3 Monthly Repayment *

Investment Loan 3 Borrower *

-

How Many Business Loans Do You Have? *

-

Business Loan 1 Bank/Lender *

Business Loan 1 Outstanding Balance *

Business Loan 1 Monthly Repayment *

Business Loan 1 Borrower *

-

Business Loan 2 Bank/Lender *

Business Loan 2 Outstanding Balance *

Business Loan 2 Monthly Repayment *

Business Loan 2 Borrower *

-

Business Loan 3 Bank/Lender *

Business Loan 3 Outstanding Balance *

Business Loan 3 Monthly Repayment *

Business Loan 3 Borrower *

-

How Many Personal Loans Do You Have? *

-

Personal Loan 1 Bank/Lender *

Personal Loan 1 Outstanding Balance *

Personal Loan 1 Monthly Repayment *

Personal Loan 1 Borrower *

-

Personal Loan 2 Bank/Lender *

Personal Loan 2 Outstanding Balance *

Personal Loan 2 Monthly Repayment *

Personal Loan 2 Borrower *

-

Personal Loan 3 Bank/Lender *

Personal Loan 3 Outstanding Balance *

Personal Loan 3 Monthly Repayment *

Personal Loan 3 Borrower *

-

How Many Car Loans Do You Have? *

-

Car Loan 1 Bank/Lender *

Car Loan 1 Outstanding Balance *

Car Loan 1 Monthly Repayment *

Car Loan 1 Borrower *

-

Car Loan 2 Bank/Lender *

Car Loan 2 Outstanding Balance *

Car Loan 2 Monthly Repayment *

Car Loan 2 Borrower *

-

Car Loan 3 Bank/Lender *

Car Loan 3 Outstanding Balance *

Car Loan 3 Monthly Repayment *

Car Loan 3 Borrower *

-

How Many Credit Cards Do You Have? *

-

Credit Card 1 Limit *

Credit Card 1 Bank *

Credit Card 1 Outstanding Balance *

Credit Card 1 Holder *

-

Credit Card 2 Limit *

Credit Card 2 Bank *

Credit Card 2 Outstanding Balance *

Credit Card 2 Holder *

-

Credit Card 3 Limit *

Credit Card 3 Bank *

Credit Card 3 Outstanding Balance *

Credit Card 3 Holder *

-

Credit Card 4 Limit *

Credit Card 4 Bank *

Credit Card 4 Outstanding Balance *

Credit Card 4 Holder *

-

Credit Card 5 Limit *

Credit Card 5 Bank *

Credit Card 5 Outstanding Balance *

Credit Card 5 Holder *

-

Credit Card 6 Limit *

Credit Card 6 Bank *

Credit Card 6 Outstanding Balance *

Credit Card 6 Holder *

-

Do You Have Certegy/Flexi Loan? *

Yes No

Certegy/Flexi Loan Outstanding Balance *

Certegy/Flexi Loan Monthly Repayment *

Certegy/Flexi Loan Bank/Lender *

Are You Currently Paying For Child Support? *

Yes No

Child Support Type *

Child Support Monthly Payment *

Do You Have HECS Loan? *

Yes No

HECS Outstanding Balance *

HECS Monthly Repayment *

Are You Currently Renting? *

Yes No

Ongoing Rent Real Estate Agency *

Ongoing Rent Monthly Payment *

Liabilities (Applicant 2)

Do You Have Certegy/Flexi Loan? *

Yes No

Certegy/Flexi Loan Outstanding Balance *

Certegy/Flexi Loan Monthly Repayment *

Certegy/Flexi Loan Bank/Lender *

Are You Currently Paying For Child Support? *

Yes No

Child Support Type *

Child Support Monthly Payment *

Do You Have HECS Loan? *

Yes No

HECS Outstanding Balance *

HECS Monthly Repayment *

Are You Currently Renting? *

Yes, I'll specify below Yes, same as Applicant 1 No

Ongoing Rent Real Estate Agency *

Ongoing Rent Monthly Payment *

Monthly Living Expenses (all applicants)

Food/Groceries *

Petrol, Transport and Travel Expenses *

Education/School Fees

Insurances

Entertainment *

Clothing *

Phone and TV *

Other

Page 5 of 7

Objectives/Goals

Are you aware of any change in your circumstances that would hinder your ability to meet current and future commitments? *

Yes No

Changes of Circumstances *

Do you anticipate any changes in your income, expenses or financial poisition in the next 12 months? *

Yes No

Changes of Income, Expenses or Financial Position *

Have you ever had any bad credit, defaults, court writs or declared bankruptcy? *

Yes No

Bad Credit, Defaults, Court Writs or Declared Bankruptcy *

Have you ever been in arrears or had any dishonoured repayments on any debt/credit facilities? *

Yes No

Arrears or Dishonoured Repayments *

All Names You Have Been Known By (Applicant 1)

All Names You Have Been Known By (Applicant 2)

-

Your Purpose for Seeking Finance *

Preference of Bank

Loan Preferences (other) *

Repayment Preferences *

Repayment Direct Debit Account Number

Page 6 of 7

Nearest Relative (Applicant 1)

Name *

Address *

Phone *

Relationship to Applicant *

Nearest Relative (Applicant 2)

Name *

Address *

Phone *

Relationship to Applicant *

Acknowledgement and Consent by the Applicant(s)

I/we will provide the necessary personal information to be able to complete the application and will, upon reasonable request, be available to sign all necessary documentation.

I/we acknowledge the loan application may incur valuation and application fees. I/we accept liability for payment of all valuation and application fees (lender permitting) should the valuation prevent the loan from proceeding or where I/we choose not to proceed with the loan application after the valuation has been completed.

The appointment of the Maxon Group of Companies ("Maxon") as my/our Finance originator and representative is for the period of time it takes to complete the loan agreement and financial plan for me/us with a lender unless otherwise specified in writing.

I/we understand that Maxon is not licensed to provide legal, financial or taxation advice and acknowledge that it is up to me/us to consult professional advisers, accountants or other licensed persons and relevant government bodies to receive appropriate and up to date advice with regard to any financial implications of the application for finance.

Maxon, acting as my/our agent, may obtain from the lender a credit report pertaining to my/our credit history. I/we understand that this information will pertain to our credit worthiness, credit standing, credit history and credit capacity for the sole purpose to obtain finance as outlined in the application.

As a borrower you have the right to know where in such range the proposed lender (once selected) sits; the role and identity of any such external party or associate and the amount payable to each party; and any other information pertaining to your application.

I/we authorize Maxon to conduct employment verifications.

If proceeding with Keystart, the minimum term you must complete is 12 months from property settlement before considering any refinance application. Your Maxon Representative will assist you with the refinance process at the 12 month anniversary.

I/We hereby authorise Maxon Finance Pty Ltd to provide updates on my/our finance approval progress along with copies of relevant approval/decline notices to all parties to the transaction as when required. All parties refers to real estate agents, land and building agents and your nominated settlement agent.

I/We hereby declare that all information provided is true and correct to the best of my/our knowledge. I/We have disclosed to Maxon Finance Pty Ltd all that I am/we are aware of what would be relevant to the making of a recommendation by my/our Representative.

I have read, acknowledge and consent to the items above. *

Yes

We offer a no obligation review of your insurance needs by a financial adviser to ensure you do not suffer financial hardship in the event of your death, disability, unemployment or critical illness. For example Life, total and permanent disability, trauma and income protection. *

Yes, I would like to be contacted to review my personal insurances. No, I am happy with my current level of personal insurance protection and acknowledge my Representative has completed sufficient due diligence by highlighting the importance of having adequate coverage with me/us.

Applicant 1 *

Smoker Non-smoker

Applicant 2 *

Smoker Non-smoker

Page 7 of 7

Application For Finance

Testimonials

Ian and Jennifer

Phillip and Sallyane

Patricia and I Putu

Arlene and Scott

Jodie