Your Refinance Snapshot
KNOW YOUR NUMBERS
This form helps us understand your current loan, lifestyle, and financial goals so we can explore better deals, reduce repayments, or unlock new possibilities. It only takes a few minutes, and gives us what we need to get started on a tailored refinance strategy.
FACT FIND
Why We Ask for This Upfront
Getting your financial details upfront means we can give you accurate advice right from the start. It helps us avoid delays, spot any potential hurdles early, and tailor loan options that actually suit your needs and goals. Think of it as setting the foundations—when we have the full picture, we can help you move forward faster, with fewer surprises and more confidence.