Estimated Assets Ownership Security Value Real Estate – Property 1 App 1 Yes Address: $0 No App 2 Rent Received: $ Per: Week Month OR N/A Real Estate – Property 2 App 1 Yes Address: $0 No App 2 Rent Received: $ Per: Week Month OR N/A Real Estate – Property 3 App 1 Yes Address: $0 No App 2 Rent Received: $ Per: Week Month OR N/A App 1 Savings – Institution: $0 App 2 App 1 Savings – Institution: $0 App 2 App 1 Superannuation – Institution: $0 App 2 App 1 Superannuation – Institution: $0 App 2 App 1 Motor vehicle 1 - Make: Year: $0 App 2 App 1 Motor vehicle 1 - Make: Year: $0 App 2 App 1 Investments – (Shares, Business, etc) Type: $0 App 2 App 1 Furniture & effects $0 App 2 App 1 Other $0 App 2 TOTAL $0.00 Monthly Name on Paying Liabilities Balance Payment Liability Out? Rent that you pay $0 Mortgage – Property 1 Interest Rate: % App 1 Yes $0 $0 Lender: Fixed / Variable LIMIT:$ No App 2 Mortgage – Property 2 Interest Rate: % App 1 Yes $0 $0 Lender: Fixed / Variable LIMIT:$ No App 2 Mortgage – Property 3 Interest Rate: % App 1 Yes $0 $0 Lender: Fixed / Variable LIMIT:$ No App 2 Personal Loan / Lease App 1 Yes $0 $0 App 2 No Lender: Credit Card Yes App 1 $0 $0 No App 2 Lender: Limit: $ Credit Card Yes App 1 $0 $0 No App 2 Lender: Limit: $ Salary Sacrifice – HELP / HECS debt Yes App 1 $0 $0 No App 2 Purpose: Other Liabilities: Yes App 1 $0 $0 No App 2 $0.00 $0.00 TOTAL
Assets Estimated Value Ownership Security Real Estate – Property 1 Address: Rent Received: $ Per: Week Month OR N/A $0 App 1 App 2 Yes No Real Estate – Property 2 Address: Rent Received: $ Per: Week Month OR N/A $0 App 1 App 2 Yes No Real Estate – Property 3 Address: Rent Received: $ Per: Week Month OR N/A $0 App 1 App 2 Yes No Savings – Institution: $0 App 1 App 2 Savings – Institution: $0 App 1 App 2 Superannuation – Institution: $0 App 1 App 2 Superannuation – Institution: $0 App 1 App 2 Motor vehicle 1 - Make: Year: $0 App 1 App 2 Motor vehicle 1 - Make: Year: $0 App 1 App 2 Investments – (Shares, Business, etc) Type: $0 App 1 App 2 Furniture & effects $0 App 1 App 2 Other $0 App 1 App 2 TOTAL $0.00 Liabilities Balance Monthly Payment Name on Liability Paying Out? Rent that you pay $0 Mortgage – Property 1 Lender: Interest Rate: % Fixed / Variable LIMIT:$ $0 $0 App 1 App 2 Yes No Mortgage – Property 2 Lender: Interest Rate: % Fixed / Variable LIMIT:$ $0 $0 App 1 App 2 Yes No Mortgage – Property 3 Lender: Interest Rate: % Fixed / Variable LIMIT:$ $0 $0 App 1 App 2 Yes No Personal Loan / Lease Lender: $0 $0 App 1 App 2 Yes No Credit Card $0 $0 App 1 App 2 Yes No Lender: Limit: $ Credit Card $0 $0 App 1 App 2 Yes No Lender: Limit: $ Salary Sacrifice – HELP / HECS debt Purpose: $0 $0 App 1 App 2 Yes No Other Liabilities: $0 $0 App 1 App 2 Yes No TOTAL $0.00 $0.00
IBO%20Client%20Needs%20Analysis_18.docx