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					Personal Statement of Financial Position

Name:                                      Date:

Address:                                   DOB:



ASSETS:                                            LIABILITIES:
                                                   Existing Mortgages
Property Assets (List Address & Value):            Account Number & Lenders Name   Limit   Amount Owing   Monthly Payments
                                           $                                       $       $              $
                                           $                                       $       $              $
                                           $                                       $       $              $
                                           $                                       $       $              $
                                           $                                       $       $              $
                                           $                                       $       $              $

Motor Vehicles (Make/Year & Model)                 Credit Card/Store Cards
                                           $                                       $       $              $
                                           $                                       $       $              $
                                           $                                       $       $              $
                                           $                                       $       $              $

Savings/Investments (Name of Institute)            Leasing
                                           $                                       $       $              $
                                           $                                       $       $              $
                                           $                                                              $

Home Contents                                      Other
                                           $                                       $       $              $

Superannuation
                                           $

Other
                                           $

TOTAL ASSETS                               $       TOTAL LIABILITIES                                      $

Signature:

Print Name:

				
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posted:4/11/2012
language:English
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