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Monthly Expenses

Enter how much you spend on each category every month.

Total Amount Spent on Food ($)

Total Amount Spent on Transport ($)

Total Amount Spent on Clothing ($)

Total Amount Spent on Insurance ($)

Financial Assets

Do you own a home?

Yes No

Home Value ($)

Amount Owed on Home ($)

Monthly Repayments on Home ($)

Do you own any vehicles?

Yes No

Value of Vehicles ($)

Amount Owed on Vehicles ($)

Monthly Repayments on Vehicles ($)

Do you own any personal assets?

Yes No

Value of Personal Assets ($)

Financial Liabilities

Do you have any hire purchases?

Yes No

Amount Owed on Hire Purchases ($)

Monthly Repayments on Hire Purchases ($)

Do you have any personal loans?

Yes No

Amount Owed on Personal Loans ($)

Monthly Repayments on Personal Loans ($)

Do you have any credit cards?

Yes No

Amount Owed on Credit Cards ($)

Monthly Repayments on Credit Cards ($)

Bank Accounts

Total Money in Your Day to Day Bank Accounts ($)

Total Money in Your Savings Bank Accounts ($)

Kiwi Saver Balance

Total Money in Your Kiwi Saver Accounts ($)

Other Investments

Total Money in Other Investments ($)

Notes

Please give us some more information below on what you need the finance for and/or any other relevant information.

Notes

Step 3/5

Expenses and Assets

Monthly Expenses

Financial Assets

Financial Liabilities

Bank Accounts

Kiwi Saver Balance

Other Investments

Notes