Alan Williams
Money Buckets Financial
Melissa Cavers
Maplefly Money
Steve Browning
Nectar Mortgages
Kirsten Willits
Redi Lend

Here are the questions we will ask in the discovery process

1  -   -  First name + suburb/town? (That is all we need to know for now)
2  -   -  Email address? (How we will get back to you)
3  -   -  What is your current rate?
4  -   -  What is your mortgage balance?
5  -   -  Which company is your current loan with?
6  -   -  How long is your remaining loan term?
7  -   -  What is your employment status?
8  -   -  What is the combined annual household income before tax?
9  -   -  Do you have any credit cards?
10  -   How many financial dependants?
11  -   Are you living in the property or is it an investment?
12  -   What is your main goal?
13  -   Do you have an idea on what your home may be worth?
14  -   Are there any financial conditions affecting your loan's health?
15  -   Are there any upcoming life events that could affect your loan's wellbeing?
16  -   When was your last home loan check-up?
1

First name + suburb/town? (That is all we need to know for now)

2

Email address? (How we will get back to you)

3

What is your current rate?

4

What is your mortgage balance?

5

Which company is your current loan with?

6

How long is your remaining loan term?

7

What is your employment status?

8

What is the combined annual household income before tax?

9

Do you have any credit cards?

10

How many financial dependants?

11

Are you living in the property or is it an investment?

12

What is your main goal?

13

Do you have an idea on what your home may be worth?

14

Are there any financial conditions affecting your loan’s health?

15

Are there any upcoming life events that could affect your loan’s wellbeing?

16

When was your last home loan check-up?

Mortgage Medics Wordmark Logo Light