Client Intake Form | LJ Advisory — Property Investment & Finance Broker Sydney

About You

Let's start with your basic contact details.

First Name *

Please enter your first name

Last Name *

Please enter your last name

Email Address *

Please enter a valid email address

Phone Number *

Please enter your phone number

Preferred Contact Method

Are you an existing client?

Yes, I've worked with LJ Advisory before No, this is my first enquiry

What Are You Looking For?

Select the type of finance you're interested in. This helps us tailor the form to your needs.

Residential Home Loan

Owner-occupied or investment property

Commercial Property

Office, retail, industrial, mixed-use

SMSF Property Loan

Purchase via your self-managed super

Construction / Development

Build, renovate, or develop property

Refinance

Better rate or restructure existing loan

Other / Not Sure

Tell us what you need

Property Details

Tell us about the property or loan you have in mind.

Your Financial Position

This helps us assess your borrowing capacity. All information is kept strictly confidential.

Employment Status *

Please select your employment status

Annual Gross Income — Applicant 1 ($) *

Please enter your annual income

Add a Co-Applicant / Joint Borrower?

Co-Applicant Name

Employment Status

Annual Gross Income — Applicant 2 ($)

Monthly Living Expenses (estimate, $)

Number of Dependants

Existing Debts

Type

Balance / Limit ($)

Additional Information

A few final questions to help us prepare for your consultation.

What's your timeframe? *

Ready now — actively looking 1 – 3 months 3 – 6 months Just exploring my options

How did you hear about us?

Anything else you'd like us to know?

I consent to LJ Advisory collecting and using this information to assess my finance needs and contact me regarding my enquiry. *

Your information is protected under the Privacy Act 1988 and Australian Credit Licence regulations. We will never share your details with third parties without your explicit consent. LJ Advisory holds ACL 528577.

Review Your Information

Please check the details below before submitting. Click "Edit" to make changes.

Thank You!

Your information has been submitted successfully. A member of our team will review your details and be in touch within 1 business day.

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