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Start Your Borrowing Assessment Today

Ready to take the first step towards understanding your borrowing potential?

Our complimentary assessment allows us to better understand your unique financial situation and ensure you are in the best position to achieve your lending needs.

 

Simply complete the form to get started — it only takes a few minutes.

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​To ensure we have the most accurate results, please complete the form in as much detail as possible. Below is a brief outline of each section: 

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Personal Information

Help us get to know you. We’ll ask for basic details such as your name, contact information, and a few other essentials so we can provide personalised support throughout your borrowing journey.

 

Employment

Your employment details help us assess income stability and capacity. Whether you're employed, self-employed, or running your own company/trust; sharing this information allows us to match you with the right lending options.

 

Assets – What You Own

From property and investments to vehicles and savings, outlining your current assets gives us a clearer picture of your financial position and how it can support your borrowing capacity.

 

Liabilities – What You Owe

To provide accurate and tailored advice, we’ll ask about any existing debts or obligations — including credit cards, personal loans, or mortgages. This helps us recommend the most suitable lending strategies.

 

Need some help?

Have any questions or need guidance before or during your assessment? We’re here to help. Reach out directly at:

📧 victor@peakwealthfinance.com.au
📞 +61 438 810 288

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Let’s take the next step together — your financial goals are within reach.

Before You Begin

Book a Complimentary Assessment
No Cost, No Obligation

THANKS FOR SUBMITTING!

CONTACT US

For additional queries about our services, please get in touch below.

Book an Appointment

Monday to Friday: 9:00 am to 5:30pm

Saturday & Sunday: On Appointment

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Suite 2, Level 1, 54 Davis Avenue

South Yarra, 3141 VIC

victor@peakwealthfinance.com.au

+61 438 810 288

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© Peak Wealth Finance | ABN 23 121 697 659

Privacy Policy | Customer Feedback

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This page provides general information only and has been prepared without taking into account your objectives, financial situation or needs. We recommend that you consider whether it is appropriate for your circumstances and your full financial situation will need to be reviewed prior to acceptance of any offer or product. It does not constitute legal, tax or financial advice and you should always seek professional advice in relation to your individual circumstances.

*Subject to lenders terms and conditions, fees and charges and eligibility criteria apply.

*We can estimate the approval times of different lenders and identify those that may offer timely approval. However, these times can vary depending on the complexity of your loan application and how promptly you provide the required information.

*Not all lenders are available to every broker. The specific details of the lenders we have access to will be disclosed in the Credit Guide provided by us when offering credit assistance, or can be made available to you upon request.

*The method of communication between you and your broker may vary, but typically it will be via email. Additionally, you can contact your broker for guidance as needed. You have the option to opt out of these communications at any time.

Corporate Credit Representative 534778 is authorised under Australian Credit Licence 389328.

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