Ready for an appointment?
Have this information ready...
Ideally – you should gather up:
– your last 2 x pay slips (last 2 years personal and business tax returns if you’re self employed – 1 year if that’s all you have)
– your driver’s license
and then have a good understanding of what your current debt situation is:
– if you have a current home loan, the last 6 month’s statements AND 3 months statements of where your savings sit is also good to gather up
– what are the limits on your credit cards (yes, even ones you don’t use like that interest free card you almost forgot about!), your last 3 months statements
– if you have any other loans or leases, find out the limit, balance outstanding, monthly repayment and interest rate, evidence of leases, loans statement
From there, book an appointment (IF you haven’t) to have a chat about what you want to achieve, how and what you need to do next. Likely some more documents may be needed, but the above is a great start.
– your last 2 x pay slips (last 2 years personal and business tax returns if you’re self employed – 1 year if that’s all you have)
– your driver’s license
and then have a good understanding of what your current debt situation is:
– if you have a current home loan, the last 6 month’s statements AND 3 months statements of where your savings sit is also good to gather up
– what are the limits on your credit cards (yes, even ones you don’t use like that interest free card you almost forgot about!), your last 3 months statements
– if you have any other loans or leases, find out the limit, balance outstanding, monthly repayment and interest rate, evidence of leases, loans statement
From there, book an appointment (IF you haven’t) to have a chat about what you want to achieve, how and what you need to do next. Likely some more documents may be needed, but the above is a great start.