Personal Financial Statement Of Assets Liabilities Template

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Personal Financial Statement of Assets & Liabilities
First Name
Surname
First Name
Surname
Street Address
Suburb
Postcode
Liabilities
Assets
Mortgages to:
Real Estate Address
$
$
$
$
$
$
$
$
Bank overdraft (Personal business)
$
Bank/cash Investments
Limit $
$
$
Secured by:
$
$
Loan/lease on Vehicles
Vehicles
$
$
$
$
Personal Loans from:
Furniture & effects
$
$
$
Value of Business Equity
$
Credit Cards
Investments (shares, jewellery)
$
$
$
$
Other liabilities
Other Assets
$
$
$
$
$
$
$
$
Total Liabilities
$
Total Assets
$
Less total liabilities
$
Surplus
$
I/we, the undersigned, do hereby certify that the above is a full and true statement of my / our assets and liabilities as at
/
/
.
Name
Name
Signature
Signature

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