ANDERSON Financial Planners

Financial Freedom Questionnaire
Should your mortgage be tax deductible?

Take the time to fill in our form and get some effective assistance along the road to Financial Freedom.

(Please note you must be paying tax to take advantage of this deductable mortgage system. We can also help you in other areas MAIN MENU)

Which Bank do you think currently offers the best home mortgage?

How do you rate a home purchase as being a sound investment?:

Excellent
Average
Poor

Do you currently have a mortgage?

Yes No

Where would you place paying of your home loan as a priority?

not concerned 1 2 3 4 5 extremely concerned

Which do you consider most important for your home to be?:

An asset for your retirement
Something to leave your children
Just a place to live in
All of the above

How long do you have to go on your mortgage?

5 to 10 years
10 to 15 year
15 to 20 years
longer than 20 years

Do you make your repayments:

Weekly Fortnightly Monthly

Do you make additional voluntary repayments to your mortgage ?

Yes No

Have you ever refinanced your mortgage to take advantage of low start interest rates?

Yes No

Have you previously consolidated other debts into a home mortgage?

Yes No

Your age:

Age

What is the current Council Rates value of your home ?

Approximate ammount of outstanding mortgage?

Very roughly, your combined taxable incomes /year?

Would you like one of our advisors to contact you ?

Yes No

Would you prefer more information Emailed to you?

Yes No

Please provide the following contact information:

Name
Title
Work Phone
FAX
E-mail

Terry Anderson, Scott Timperon, Christine Swanson and Peter Earl are

Authorised Representatives of

SECURITOR Financial Group Ltd

(A.C.N. 009 189 495) Licensed Dealer in Securities

Level 25, 91 King William Street  ADELAIDE  South Australia 5000

Disclaimer :

All content Copyright © 1998 ANDERSON Financial Planners
Level 2, 1 Hutt Street  ADELAIDE   South Australia 5000

Last modified: March 24, 1999