In the table below complete the details from your first conversation with each client.

Goals Objectives Confidentiality requirements $($things to protect clients privacy bank account numbers, TFNs$,$ personal details$)$ Annual income Items needed from client

Harrison Ford

Wants to buy a house in Mernda, purchase price should be $$350,000.$

Ideally wants a loan with a low interest rate and a quick pre approval as he wants to make an offer this weekend.

Enter a response here

$$80,000$

Enter a response here

Carrie Fisher

Wants to buy a house in Doreen, purchase price should be $$400,000.$

Has not started looking yet but her friends live there and she likes the area.

Enter a response here

$$55,000$

Enter a response here

Ryan Gosling

To refinance the home loan and save interest. Loan is currently with CBA and wants a better deal.

Interested in buying a new Prius so would need $$50,000$ for this.

Enter a response here

$$125,000$

Enter a response here