Mortgage Profile | Client Needs Analysis

Why do I need to do this?

  1. At the most basic level, we require this information to provide you great service. The better we understand what you’re trying to achieve the more likely we are to satisfy your needs in an efficient manner. We combine this information with the information you provide us in our Fact Find to form the basis of recommendations we may make to you.
  2. Under the National Consumer Credit Protection Act (NCCPA) both Naritas and any lender you apply for credit with must make reasonable inquiries about your  requirements and objectives. This form helps satisfy this key compliance requirement under the NCCPA for both Naritas and any lender you may apply with using us.

How long will this take and what happens next?

  • This form should not take more than 20 mins to complete.
  • Should you need any assistance whilst completing the form click here or call 1300 558 887 (during business hours).
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