New Finance Application

New Finance Application Form

Instead of completing paper based and sometimes complicated application forms, Peak Financial Services brings you an easy to complete online form.

Please complete as much information as possible to avoid unnecessary delays. Some fields are mandatory.

PERSONAL INFORMATION

Name *

please include all middle names

Address *

Address

physical

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

How long have you been at your current address? *

please include years and months

Have you been at this physical address less than 3 years? *

Previous Address

if you've been at your current address less than 3 years, please provide your previous address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

How long were you at your previous address?

please include years and months

I currently: *

Rent

Board

Live in my own home

Other

Do you have dependants? *

If you have dependants, how many do you have and what are their ages?

Date of birth *

Date of birth

YYYY

Phone

Email address *

Gender *

Marital status *

Residency status *

Do you smoke? *

Do you have a clean credit rating? *

to the best of your knowledge

APPLICANT 2 PERSONAL INFORMATION (if applicable)

Applicant 2 - Name

please include all middle names

Applicant 2 - Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Applicant 2, how long have you been at this address?

please specify years and months

Applicant 2, have you been at this address for less than 3 years?

Applicant 2 - Previous address

if you've been at your current address for less than 3 years, please specify your previous address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Applicant 2, how long were you at your previous address?

please specify years and months

Applicant 2, do you smoke?

Applicant 2, do you have a clean credit rating?

to the best of your knowledge

BASIC INFORMATION

Are you an existing client of Peak Financial Services? *

Loan type *

New purchase

Refinance

Top-up (with existing bank)

Pre-approval (for a new property purchase)

Other

Is the application urgent?

If the application is urgent, what is the reason for urgency?

Finance date

YYYY

Settlement date

if applicable

YYYY

Do you have a current broker/adviser you are engaged with? *

Have you disengaged your other broker/adviser?

if applicable

SOLICITOR'S DETAILS

Do you have a solicitor? *

Solicitor's Company Name

Solicitor's Name

First Name

Last Name

Solicitor's Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Solicitor's Email Address

Solicitor's Phone Number

LOAN STRUCTURE AND PROPERTY DETAILS

Is this a new property purchase? *

If this is a new property, what is the purchase price?

If this is a new property, what is your deposit amount?

What is the total maximum lending required? *

How many properties do you already own? *

Property Details

please provide existing property addresses, values, lending amounts, rental income and any additional notes

APPLICANT 1 INCOME

Source of Income *

Salary or Wages

Self-Employed

Other

Occupation *

Employer / Your Business Name *

Type of Business *

Gross Yearly Income Or Earnings Before Income Tax *

after business expenses if self-employed

If employed, is any of your income from bonuses or commission?

If yes, then how much per year?

income from bonuses and/or commission?

How long have you been in your current role? *

please include years and months

Have you been in your current role for less than 3 years? *

If yes then please state your previous employer or employers and how long you worked there.

not applicable if you have been in your current role for over 3 years

APPLICANT 2 INCOME

Source of Income

applicant 2

Salary or wages

Self-employed

Other

Occupation

applicant 2

Employer / Business Name

applicant 2

Type of Business

applicant 2

Gross Yearly Income or Earnings Before Income Tax

applicant 2 | after business expenses if self-employed

If employed, is any of their income from bonuses or commission?

applicant 2

If yes then how much per year?

applicant 2

Applicant 2, how long have you been in your current role?

please specify years and months

If less than 3 years then please state your previous employer or employers and how long you worked there.

applicant 2

ASSETS AND LIABILITIES

please ensure all applicable assets, liabilities and expenses are disclosed to avoid delays

ASSETS

Money At Main Bank $ *

Money At Other Bank(s) $

Value of Shares $

How many vehicles do you own *

Applicant 1 Superannuation - With Who?

other than kiwisaver

Applicant 1 Superannuation Amount $

Applicant 2 Superannuation - With Who?

other than kiwisaver

Applicant 2 Superannuation Amount $

Applicant 1 Kiwisaver - With Who?

Applicant 1 Kiwisaver Amount $

Applicant 2 Kiwisaver - With Who?

Applicant 2 Kiwisaver Amount $

Applicant 1 Life Insurance - With Who?

Applicant 1 Life Insurance Amount $

Applicant 2 Life Insurance - With Who

Applicant 2 Life Insurance Amount $

Business Value $

Furniture And Personal Effects Value $ *

use your contents insured value if insured

LIABILITIES

Overdraft - With Who?

Overdraft - Limit $

Personal Loan - With Who?

Personal Loan - Amount $

Personal Loan - Repayments $

weekly/fortnightly/mthly (specify timeframe)

How many credit cards do you have? *

How many store cards do you have? *

Student Loan Applicant 1 - Amount Owed $

Student Loan Applicant 2 - Amount Owed $

Other Loans/ Liabilities Please Specify

Other Loans/ Liabilities - Amount $

Other Loans/ Liabilities - Repayments $

weekly/fortnightly/mthly (specify timeframe)

Are you guaranteeing lending for anybody else? *

Expenses

Applicant 1 - Kiwisaver - What percentage of your income are you contributing? *

e.g. 3%

Applicant 1 - Child Support $

weekly/fortnightly/mthly (specify timeframe)

Applicant 2 - Kiwisaver - what percentage of your income are you contributing? *

e.g. 3%

Applicant 2 - Child Support $

weekly/fortnightly/mthly (specify timeframe)

Do you have rent to pay? *

If yes then how much?

weekly/fortnightly/mthly (specify timeframe)

Life Insurance/Income Protection And Medical Insurance $ *

weekly/fortnightly/mthly (specify timeframe)

House, Contents And Motor Vehicle Insurance $ *

weekly/fortnightly/mthly (specify timeframe)

Land And Water Rates $ (Not Rental Properties) *

weekly/fortnightly/mthly (specify timeframe)

Motor Vehicle Running Costs $ *

weekly/fortnightly/mthly (specify timeframe)

Power, Telephone And Gas $ *

weekly/fortnightly/mthly (specify timeframe)

Food, Clothing And Other Expenses $ *

weekly/fortnightly/mthly (specify timeframe)

LEGAL

The following terms and conditions must be reviewed and accepted before submitting. I accept full and complete responsibility for my own ability to complete this form. I promise that the information given in this application is correct to your best knowledge, information and belief. I acknowledge that under the Privacy Act 1993 you are entitled to request access to, and (if required) correction of, any personal information held about you by Peak Financial Services. *

I agree to the terms of service