Current situation

Do you have a home or investment loan?

Who is your current lender?

What is your loan product called?

What is your current interest rate?

What is your outstanding loan balance?

Home Loan Goals

What are your financial goals and
concerns with regards to your home
loan? Please tick more than one box
if required.

Wealth Protection

Have you put plans in place to ensure
you can continue to make home loan
repayments in case you are unable to
work due to illness or injury?

Please complete the following information:

First name

Last name

Street address

Preferred contact number

Preferred email address

Respecting your privacy and the law

The privacy of your personal information is important to Fynergy Strategies. The collection, use and disclosure of your personal information is subject to Fynergy Strategies privacy policy. A copy of the privacy policy can be obtained by emailing