Let’s see where your loan sits now.

Your loan

Upload screenshots showing your current balance, interest rate, redraw and account number. These are often all on one account-statement screen. If they’re spread across several screens, upload them all. A PDF statement works too, if it has all the required info.

If you have more than one loan, please do this for every loan.

Your equity

Equity is the difference between what your property is worth and what you still owe on it. It’s a starting point. How much of it you could actually use depends on lender policy and your circumstances, so we’d talk that through with you.

Thinking ahead

Is anything on the horizon? Tick any that apply.

Your next move matters just as much as where things stand today. Tell us what’s on the horizon so we can keep it in mind when reviewing your loan. Ticking a box doesn’t commit you to anything.

Insurance

Have you had your income protection or life insurance reviewed in the last 12 months?

We don’t give insurance advice. If it’s been a while, we can point you to someone who does.

Where your savings are

Where do you keep your savings? Tick any that apply.

Where you keep your savings can make a difference to the interest you pay and how easily you can access your money. We’ll take this into account when reviewing your loan.

Anything you’d like us to answer?

How would you like us to walk you through your review?

Choose whichever works best for you.

We’ll review what you’ve shared and explain what we’d recommend. How we handle your information is in our Privacy Policy.