Fact Find Questionnaire

Please Watch The Video Below

Welcome to Money Maximising Advisors

Thank you for Mortgage Enquiry

Please Watch The Video --->

Please Watch The Video

--->

Welcome to Money Maximising Advisors

Thank you for Mortgage Enquiry

Please Watch The Video --->

Please Watch The Video

--->

Please Watch The Video

Welcome to Credit Repair

WE HELP

TO GROW YOUR BUSINESS

Lorem Ipsum is simply dummy text of the printing and typesetting industry.

OUR CORPORATE PARTNERS

About Us

We Help Clients To Get Success

Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

What we do

Our Services

Mortgage Services

Ensuring you make the right mortgage choice and guiding you throughout the process to secure your dream home.

Pension Services

Need advice on how to start a pension, review pension benefits, or unlock pension early?

Public Sector Services

Explore our public sector services tailored to the Irish public sector employees and organisations

Protection Services

Providing comprehensive protection services to safeguard you and ensure your peace of mind

Saving And Investment

Discover our wealth management expertise to grow your savings and investments with confidence.

Inheritance Tax Advice

Book an appointment with our inheritance tax advice experts at a time and date that best suits you.

What we do

Our Services

FINANCIAL CONSULTATION

Lorem Ipsum is simply dummy text

First, our partners gather some

information to verify

CREDIT REPORTS

Lorem Ipsum is simply dummy text

First, our partners gather some

information to verify

PLANNING & CONDUCTING

Lorem Ipsum is simply dummy text

First, our partners gather some

information to verify

FINANCIAL CONSULTATION

Lorem Ipsum is simply dummy text

First, our partners gather some

information to verify

CREDIT REPORTS

Lorem Ipsum is simply dummy text

First, our partners gather some

information to verify

PLANNING & CONDUCTING

Lorem Ipsum is simply dummy text

First, our partners gather some

information to verify

Get your FREE online credit

evaluation now

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's.

Staff

Our Team

Jasika Fersh

Founder

Ron Bil

CEO

Robin Cattor

Advicer

History

History Of Our Company

Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

1500+

Successful Project

242+

Running Project

250+

Happy Clients

Please complete the standard fact find questionnaire below. This data will be held in the strictest of the confidence and use solely for the purposes of our meeting.

More information you provide, the better prepared we will be for your meeting. However if you are uncomfortable providing any information asked in the form please leave blank.

FACTFIND QUESTIONNAIRE

Please fill out the following questionnaire below.

1st Person

Full Name *

Phone *

Email *

Address

Eir Code

Date of birth

What is your marital status ?

Do you smoke or vape ?

Yes

No

2nd Person

Full Name

Phone

Date of birth

Do you smoke or vape (For 2nd Person)?

Yes

No

Email

Age of Children

Child 1
Child 2
Child 3
Child 4
Child 5

Childminding Costs per month:

Average Maintenance Costs per month:

Employment + Income Details

What is your employment status?

Occupation/Job Title:

1st Person
2nd Person

Name of Company/Place of work:

1st Person
2nd Person

Contract Type

Years of Service with this employment:

1st Person
2nd Person

Current Gross Annual Salary

1st Person
2nd Person

Other Self Employed Incomes

1st Person
2nd Person

Are you in receipt of Children's allowance ?

Children Allowance

1st Person
2nd Person

Comments/Questions

Company Details

(If you own a company, Please provide the details below)

Name of Company

Position in company

Business Structure

What is your percentage of Shareholding?

Year Entity was set up in?

Number of Employees?

Does your Company has a pension Scheme Setup?

Yes

No

What was the turnover of the company in

2024
2023

Comments or Additional Information

Property Details

Please insert details of any properties that you or your partner owns (if any);

Property 1

Market Value
Mortgage Remaining
Monthly Repayments
Mortgage Lender
Rental Income

Property 2

Market Value
Mortgage Remaining
Monthly Repayments
Mortgage Lender
Rental Income

Property 3

Market Value
Mortgage Remaining
Monthly Repayments
Mortgage Lender
Rental Income

Savings/Investments

1st Person

Savings Plan 1 (1st Person)

Current Value
Monthly Contribution
Investment Provider

Savings Plan 2 (1st Person)

Current Value
Monthly Contribution
Investment Provider

Savings Plan 3 (1st Person)

Current Value
Monthly Contribution
Investment Provider

2nd Person

Savings Plan 1 (2nd Person)

Current Value
Monthly Contribution
Investment Provider

Savings Plan 2 (2nd Person)

Current Value
Monthly Contribution
Investment Provider

Savings Plan 3 (2nd Person)

Current Value
Monthly Contribution
Investment Provider

If applying for a mortgage, is it a possibility that you may receive a gift from a close relative? If so please give details

Gift type

Gift Value

Any Comments

Pension Details

Please give details or any current or previous pensions that you/partner may have

1st Person

Current Pension (1st Person)

Current Value
Monthly Contribution
Investment Provider

Current AVC (1st Person)

Current Value
Monthly Contribution
Investment Provider

Previous Pension (1st Person)

Current Value
Monthly Contribution
Financial Institute

Previous AVC (1st Person)

Current Value
Monthly Contribution
Investment Provider

2nd Person

Current Pension (2nd Person)

Current Value
Monthly Contribution
Investment Provider

Current AVC (2nd Person)

Current Value
Monthly Contribution
Investment Provider

Previous pension (2nd Person)

Current Value
Monthly Contribution
Investment Provider

Previous AVC (2nd Person)

Current Value
Monthly Contribution
Investment Provider

Questions or comments

Loans/Credit Cards

Please insert details of any loans or credit cards that you may have

1st Person

Loan 1 (1st Person)

Current Balance
Monthly Repayments
Investment Provider

Loan 2 (1st Person)

Current Balance
Monthly Repayments
Investment Provider

Loan 3 (1st Person)

Current Balance
Monthly Repayments
Investment Provider

Loan 4 (1st Person)

Current Balance
Monthly Repayments
Investment Provider

2nd Person

Loan 1 (2nd Person)

Current Balance
Monthly Repayments
Investment Provider

Loan 2 (2nd Person)

Current Balance
Monthly Repayments
Investment Provider

Loan 3 (2nd Person)

Current Balance
Monthly Repayments
Investment Provider

Loan 4 (2nd Person)

Current Balance
Monthly Repayments
Investment Provider

Over the past 5 years, have you ever missed any monthly loan repayments ?

“Money Maximising Advisors Limited is regulated by the Central Bank of Ireland – C154250”

Contact Us

+353 91 393 125

[email protected]

Unit 3, Office 6, Liosban Business Park, Tuam Rd, Galway, Ireland

Social Media Links

What client say about us

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled.

Darcel Ballentine

Barone LLC.

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled.

Leatrice Handler

Acme Co.

Get your FREE online credit

evaluation now

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's.

Welcome to Money Maximising Advisors

Welcome to Money Maximising Advisors

Welcome to Credit Repair

TO GROW YOUR BUSINESS

Lorem Ipsum is simply dummy text of the printing and typesetting industry.

OUR CORPORATE PARTNERS

About Us

We Help Clients To Get Success

Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

What we do

Our Services

Mortgage Services

Ensuring you make the right mortgage choice and guiding you throughout the process to secure your dream home.

Pension Services

Need advice on how to start a pension, review pension benefits, or unlock pension early?

Public Sector Services

Explore our public sector services tailored to the Irish public sector employees and organisations

Protection Services

Providing comprehensive protection services to safeguard you and ensure your peace of mind

Saving And Investment

Discover our wealth management expertise to grow your savings and investments with confidence.

Inheritance Tax Advice

Book an appointment with our inheritance tax advice experts at a time and date that best suits you.

What we do

Our Services

FINANCIAL CONSULTATION

Lorem Ipsum is simply dummy text

First, our partners gather some

information to verify

CREDIT REPORTS

Lorem Ipsum is simply dummy text

First, our partners gather some

information to verify

PLANNING & CONDUCTING

Lorem Ipsum is simply dummy text

First, our partners gather some

information to verify

FINANCIAL CONSULTATION

Lorem Ipsum is simply dummy text

First, our partners gather some

information to verify

CREDIT REPORTS

Lorem Ipsum is simply dummy text

First, our partners gather some

information to verify

PLANNING & CONDUCTING

Lorem Ipsum is simply dummy text

First, our partners gather some

information to verify

Get your FREE online credit

evaluation now

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's.

Staff

Our Team

Jasika Fersh

Founder

Ron Bil

CEO

Robin Cattor

Advicer

History

History Of Our Company

Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

1500+

Successful Project

242+

Running Project

250+

Happy Clients

“Money Maximising Advisors Limited is regulated by the Central Bank of Ireland – C154250”

Contact Us

+353 91 393 125

Social Media Links

Copyright 2024 . All rights reserved

What client say about us

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled.

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled.

Get your FREE online credit

evaluation now