Finance Discovery

Step 1 of 15

Name
First Last
Phone
Email

Applicant 1
Select one
Name
First Name Middle Name Last Name
Client Relationship
Home Phone
Work Phone
Mobile Phone
Date of Birth
Email
Alternative Email Address
Drivers License
Number
Will be 5a or paid version 5b on licence
Issued
Expires
Please upload a picture of your license.
Any part of photo ID is accepted, like Passport

Applicant 2
Select one
Name
First Name Middle Name Last Name
Client Relationship
Home Phone
Work Phone
Mobile Phone
Date of Birth
Email
Alternative Email Address
Drivers License
Number
Will be 5a or paid version 5b on licence
Issued
Expires
Please upload a picture of your license.
Any part of photo ID is accepted, like Passport

Primary Contact
Which Applicant to Contact for Updates?
- Applicant 1
- Applicant 2
How would you like to be contacted?

Do you have dependents?
Age of Dependent #1
Select
Do you have additional dependents?
Age of Dependent #2
Select
Do you have a third dependent?
Age of Dependent #3
Select
Do you have a fourth dependent?
Age of Dependent #4
Select

ADDRESS DETAILS - Applicant 1
3 years or more current and previous address details must be provided.
I currently
Select one
Address
Street Suburb City Postcode
Time lived there
Years Months
If Renting - Rent Per Week
Add Previous Address
3 years or more current and previous address details must be provided.
Address
Street Suburb City Postcode
Time lived there
Years Months
Add Previous Address
3 years or more current and previous address details must be provided.
Address
Street Suburb City Postcode
Time lived there
Years Months

ADDRESS DETAILS - Applicant 2
3 years or more current and previous address details must be provided.
Address Same as Applicant 1
I currently
Select one
Address
Street Suburb City Postcode
Type
If Renting - Rent Per Week
Time lived there
Years Months
Add Previous Address
3 years or more current and previous address details must be provided.
Address
Street Suburb City Postcode
Time lived there
Years Months
Add Previous Address
3 years or more current and previous address details must be provided.
Address
Street Suburb City Postcode
Time lived there
Years Months

EMPLOYMENT AND INCOME DETAILS
3 years or more employment details must be provided.
Please select
Current Employer Details
Applicant #1
Current Position
Income
Employer
Date Started
Type
Please upload your current income documentation.
- I do not have more than 3 years of employment details.
Other Income
Do you received any government assistance?
How much per fortnight?
Rent Income
Amount Address Suburb City Post Code
Do you have additional rental income?
Rent Income
Amount Address City

Current Employer Details
Applicant #2
Current Position
Income
Employer
Date Started
Type
Please upload your current income documentation.

- I do not have more than 3 years of employment details.
Salary Sacrifice
Are you participating in a salary sacrifice arrangement?
Other Income
Do you received any government assistance?
How much per fortnight?
Rent Income
Amount Address City
Do you have additional rental income?
Additional Rent Income
Amount Address City

Assets
Existing Properties Applicant #1
Street
Suburb
City
Postcode
Type
Rent Income
Amount
Value of Property
Assets
Vehicle Applicant #1
Make
Year
Value
Assets
Saving Applicant #1
Amount
Bank
Assets
Superannuation
Kiwi/Saver Super Name App #1
Approx. $ App #1
Kiwi/Saver Super Name App #2
Approx. $ App #2
Assets
Other Major Assets
Description
Amount

Liabilities
Skip this section if you have no liabilities
Liabilities
Existing Loans #1
Amount Owing/Limit
Bank Name
Repayment Amount
Repayment Period
Interest Rate
Street Address of Property
Do you have additional liabilities?
Liabilities
Existing Loans #2
Amount Owing/Limit
Bank Name
Repayment Amount
Repayment Period
Interest Rate
Street Address of Property
Liabilities
Credit Card #1
Bank Name
Amount Owing
Limit
Type
Do you have additional credit card liabilities?
Liabilities
Credit Card #2
Bank Name
Amount Owing
Limit
Type
Liabilities
Other
Do you have a student loan?
If yes, how much is owing?
What is your monthly payments?

Insurances
Which of the following do you have?
Life Insurance
Do you have it?
How much?
With who?
Disability Insurance
Do you have it?
How much?
With who?
Income Protection
Do you have it?
How much?

With who?
Trauma and/or Kid's Trauma
Do you have it?
How much?
With who?
Other Insurance Questions
When did you last review your cover?

Will you be moving into the property if you are purchasing?
Who will own this property?
Additional Comments

7

I have found Bricks and Mortgages act in a professional manner, are quick to take direction and come up with the results, I have purchased 3 properties with the help of Bricks and Mortgages, they are a major part of my advisory team of professionals. Beryl and David bring a wealth of knowledge in the area of finance structures.

Jeremy, Paraparaumu

5.0

2016-07-20T16:24:48+00:00

Jeremy, Paraparaumu

http://bricksandmortgages.co.nz/testimonials/7/

Testimonial 1

Beryl Colley works very hard for her clients and goes the extra mile and never gives up until she gets a loan deal for her clients.

David Mckillop

5.0

2016-07-20T04:38:25+00:00

David Mckillop

Beryl Colley works very hard for her clients and goes the extra mile and never gives up until she gets a loan deal for her clients.

http://bricksandmortgages.co.nz/testimonials/testimonial-1/

12

"Beryl has been our broker for the past three years, since our first investment property venture. In that time, largely thanks to Beryl we have reduced our time to retirement by over 10 years. Beryl gets great deals from lenders and takes almost all of the hassle out of home loan finance. We have had some unusual situations which Beryl has steered us through, always to a successful conclusion that brings us nearer to our goals. We are more than happy to recommend Beryl to other clients, whether they be financing their own home or investment properties."

Chris and Sandra

5.0

2016-07-26T02:59:23+00:00

Chris and Sandra

http://bricksandmortgages.co.nz/testimonials/12/

6

We have been working with Beryl and the team at Bricks and Mortgages to get finance to buy our first investment property. They have been great to work with and have helped with any issues or questions we have had .It has made buying our first investment property an enjoyable journey .We are looking forward to working together again.

Nichola and Duncan , Pahiatua.

5.0

2016-07-20T16:24:23+00:00

Nichola and Duncan , Pahiatua.

http://bricksandmortgages.co.nz/testimonials/6/

8

During our first year of mortgage repayments we have been able to knock $30,000 of principle loan off our mortgage. This was possible because of the loan structure that was set up for us by Beryl. She clearly explained to us the best structure to start repaying our loan in the most cost effective way, based on our situation. If we had gone with a conventional bank set-up (which was the only way we know of before we met with Beryl) we would not be in the solid position we are now in with our mortgage. Her help and guidance has been exceptional.”

Anon

5.0

2016-07-20T16:25:17+00:00

Anon

http://bricksandmortgages.co.nz/testimonials/8/

4

We were referred to a mortgage broker who just happened to be an experienced property investor as well… Beryl Colley.

5.0

2016-07-20T16:22:48+00:00

We were referred to a mortgage broker who just happened to be an experienced property investor as well… Beryl Colley.

http://bricksandmortgages.co.nz/testimonials/4/

Testimonial 2

Before we met Beryl we thought of the possibility of obtaining one rental property. But upon meeting her she inspired us to think outside the circle. Now 18 months later we have a substantial portfolio, far bigger than we ever thought possible.

Sarah

5.0

2016-07-20T04:38:48+00:00

Sarah

http://bricksandmortgages.co.nz/testimonials/testimonial-2/

3

On behalf of Ina and my family, I would like to thank Beryl and David, Tania and Sarah for all the help in setting up our finance Its the best experience I ever had.

Keni, Wellington

5.0

2016-07-20T16:22:15+00:00

Keni, Wellington

On behalf of Ina and my family, I would like to thank Beryl and David, Tania and Sarah for all the help in setting up our finance Its the best experience I ever had.

http://bricksandmortgages.co.nz/testimonials/3/

Step 1 of 15

Applicant 1

Drivers License

Applicant 2

Drivers License

Primary Contact

ADDRESS DETAILS - Applicant 1

Add Previous Address

Add Previous Address

ADDRESS DETAILS - Applicant 2

Add Previous Address

Add Previous Address

EMPLOYMENT AND INCOME DETAILS

Current Employer Details

Current Employer Details

Assets

Assets

Assets

Assets

Assets

Liabilities

Liabilities

Liabilities

Liabilities

Liabilities

Liabilities

Insurances

Life Insurance

Disability Insurance

Income Protection

Trauma and/or Kid's Trauma

Other Insurance Questions

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Praise

7

Testimonial 1

12

6

8

4

Testimonial 2

3