https://lifestyleloans.com.au/
We are always looking to understand our clients and their needs. These survey questions help us to gain a better understanding so we can best support you.
What are likely to be the biggest financial decisions you need to make in the coming 6 to 12 months? (Please tick all applicable answers)
Buying first home or helping kids buy first home
Upgrading or downgrading existing home
Buying an investment property
Repaying home loan/other loans
Buying a big ticket item (car, caravan, boat etc)
Extended holiday, wedding
Other
As time passes our family circumstances also change. What changes are you likely to experience in the next 12 months?
I’m moving out of parents’ home
Starting a family
Children starting school
Children leaving home
Retiring
Changing employment
Other
Due to the recent growth in property prices, have you considered utilising the increased equity you hold in your property?
Yes and looking to utilise the equity
Yes but unsure how to utilise
Yes however not looking to utilise
Have not seen substantial growth
Unsure
Not applicable
The current historically low interest rates will not last forever. Are you considering taking advantage of these low interest rates through a re-finance in the next:
3 months?
3 to 6 months?
6 months to 1 year?
More than one year?
Have already re-financed/not applicable
Please indicate if you would like to receive more information on:
A guide to successful property investment
Funding big ticket items (boats, cars, caravans, weddings etc)
How to save for your first home faster
Reducing repayments through debt consolidation
We are always looking to deliver exceptional service to our clients. Please leave valuable feedback or a testimony regarding our services.
https://yourchancetowin.com.au/competitions/Ulu1/TermsConditions.pdf (Terms and conditions - Cannot Copy
Australian Competitions Club
