NEEDS ANALYSIS Please complete all sections of the Needs Analysis Applicant Details Salutation Mr Mrs Miss Ms Salutation Mr Mrs Miss Ms Given Names Given Names Surname Surname IBO Number IBO Number Date of Birth Date of Birth Marital Status Marital Status Drivers Licence No Drivers Licence No Children’s Age(s) Children’s Age(s) Address Address Time residing Time residing Housing status Renting Mortgage With parents Other - Housing status Renting Mortgage With parents Other - Previous Address If less than 3 years Previous Address If less than 3 years Time Residing Time Residing Home Phone Home Phone Mobile Mobile E-mail E-mail Skype Address Skype Address Employment Details Occupation Occupation Employer Employer Address Address Work Phone Work Phone Type PAYG Self Employed Unemployed Type PAYG Self Employed Unemployed Basis Full Time Part Time Casual Basis Full Time Part Time Casual Date Started Date Started Gross Income * $ Per year Gross Income * $ Per year Previous Employment (if current is less than 3 years) Previous Employment (if current is less than 3 years) Occupation Occupation Employer Employer Address Address Work Phone Work Phone Basis Full Time Part Time Casual Basis Full Time Part Time Casual Date Started Date Started Dated Finished Dated Finished * If self-employed, please provide your Personal Taxable Income
Assets Estimated Value Ownership Security Real Estate – Property 1 Address: Rent Received: $ Per: Week Month OR N/A $0 App 1 App 2 Yes No Real Estate – Property 2 Address: Rent Received: $ Per: Week Month OR N/A $0 App 1 App 2 Yes No Real Estate – Property 3 Address: Rent Received: $ Per: Week Month OR N/A $0 App 1 App 2 Yes No Savings – Institution: $0 App 1 App 2 Savings – Institution: $0 App 1 App 2 Superannuation – Institution: $0 App 1 App 2 Superannuation – Institution: $0 App 1 App 2 Motor vehicle 1 - Make: Year: $0 App 1 App 2 Motor vehicle 1 - Make: Year: $0 App 1 App 2 Investments – (Shares, Business, etc) Type: $0 App 1 App 2 Furniture & effects $0 App 1 App 2 Other $0 App 1 App 2 TOTAL $0.00 Liabilities Balance Monthly Payment Name on Liability Paying Out? Rent that you pay $0 Mortgage – Property 1 Lender: Interest Rate: % Fixed / Variable LIMIT:$ $0 $0 App 1 App 2 Yes No Mortgage – Property 2 Lender: Interest Rate: % Fixed / Variable LIMIT:$ $0 $0 App 1 App 2 Yes No Mortgage – Property 3 Lender: Interest Rate: % Fixed / Variable LIMIT:$ $0 $0 App 1 App 2 Yes No Personal Loan / Lease Lender: $0 $0 App 1 App 2 Yes No Credit Card $0 $0 App 1 App 2 Yes No Lender: Limit: $ Credit Card $0 $0 App 1 App 2 Yes No Lender: Limit: $ Salary Sacrifice – HELP / HECS debt Purpose: $0 $0 App 1 App 2 Yes No Other Liabilities: $0 $0 App 1 App 2 Yes No TOTAL $0.00 $0.00
Living Expenses ITEM DESCRIPTION MONTHLY COST * COMMENTS Child maintenance payments Court Ordered or Centrelink required maintenance for all children not living with you. $0 Clothing and personal care Clothing, footwear, cosmetics, hairdresser, personal care $0 Groceries Typical supermarket shop for groceries including food and toiletries $0 Medical and health Medical and health costs including doctor, dental, optical and pharmaceutical (excluding health insurance) $0 Owner occupied property utilities, rates and related costs Housing and property expenses on owner occupied property including rates, taxes, levies, body corporate and strata fees, repairs and maintenance, other household items and utilities. $0 Rented property utilities and related costs Housing and property expenses on the property you are renting including maintenance other household items and utilities. $0 Transport Public transport, motor vehicle running costs including fuel, servicing, parking and tolls (excluding motor vehicle insurance) $0 Childcare Childcare including nannies $0 Education Public and private education fees and associated costs (preschool, primary, secondary and tertiary) including books and uniforms etc. $0 Insurance All insurance including health, home and contents, motor vehicle, life, income protection $0 Investment property utilities, rates and related costs Housing and property expenses on investment property including rates, taxes, levies, body corporate and strata fees, repairs and maintenance, other household items and utilities $0 Telephone, internet, pay TV and subscriptions Telephone accounts (home and mobile), internet, pay TV and media streaming subscriptions $0 Recreation and entertainment Recreation and entertainment including alcohol, tobacco, gambling, restaurants, membership fees, pet care, holidays $0 Other Unique items not covered in above categories (must be explained further) $0 TOTAL $0.00 * For any item that has a $0 value left next to it, a comment needs to be added to explain why.