WealthMax Home Loans – Let's Know the Client

Welcome to WealthMax Home Loans.

We are here to make your home loan journey easier, clearer, and more supportive from start to finish.

Before you start this questionnaire, please ensure you have the following documents handy:

Latest two consecutive payslips for all applicants from all employers, saved on your phone or laptop.
Physical Driver Licence on hand, or a copy of both the front and back of the Driver Licence for all applicants.

Hi there! Let's get started. What's your name?

How can we reach you, there?

Got it! Now, what is your marital status?

Marital Status

What is your partner's name?

How can we reach your partner?

What's your residency status?

Do you have any dependent children?

Why do you need a loan?

Where are you currently living? (We need at least 3 years of history)

For how long (Years)?

Months

How many employers do you currently work with, there?

We need at least 3 years of continuous employment history.

How many employers does your partner currently work with?

We need at least 3 years of continuous employment history.

Are you currently on maternity or parental leave?

You

Do you currently own any property?

Do you currently own a Motor Vehicle?

Great, let’s finalise your other assets.

Savings Account Balance ($)

Additional cash you can manage (e.g. from friends and family) ($)

Your's Super Balance ($)

Shares/Investments Value ($)

Home Contents Value ($)

Other Assets Value ($)

Almost done! Now for Liabilities (what you owe). Any debts, loans, or credit cards?

Do you have any credit cards?

Do you have any personal loans?

Do you have any HECS or Student Loan?

Do you have any other loans?

Fantastic work!!! You are almost at the end. Please provide your estimated monthly general living expenses.

All figures should be entered as monthly amounts.

Clothing and personal care ($ per month)

Groceries ($ per month)

General Insurances ($ per month)

Primary Residence Costs ($ per month)

Medical and Health ($ per month)

Recreation and Entertainment ($ per month)

Transport ($ per month)

Telephone, Internet, Pay TV ($ per month)

Other unique items ($ per month)

Great, now please provide your estimated monthly specific living expenses.

All figures should be entered as monthly amounts.

Personal Insurances ($ per month)

Document Uploads

Uploading documents now helps speed up your assessment, but it's optional — you can continue and submit without them, and we'll request anything missing later.

Max file size: 10 MB per file.

Primary Applicant (Primary)

Latest 2 consecutive payslips (all employers)

DRIVER'S LICENSE (FRONT)

DRIVER'S LICENSE (BACK)

Additional Notes

Do you have any other sources of income (such as dividends, bonuses, or government benefits) or any other information we should know?

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You're all set!

We've received your details and will be in touch shortly.