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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