Get the free Assets & Liabilities Statement - Branded Financial Services

Personal Financial Statement of Assets & Liabilities First Name Surname First Name Surname Street Address Suburb Postcode Liabilities Assets Mortgages to: Real Estate Address $ $ $ $ $ $ $ $ Bank

How to fill out assets amp liabilities statement

How to Fill Out Assets & Liabilities Statement:

1. Begin by gathering all necessary financial documents such as bank statements, investment statements, loan documents, and any other relevant paperwork.
2. Create two separate sections on the statement - one for assets and one for liabilities.
3. In the assets section, list all your tangible and intangible assets such as cash, investments, real estate properties, vehicles, and valuable items. Include their current market value or estimated worth.
4. In the liabilities section, list all your outstanding debts and financial obligations such as mortgages, loans, credit card debts, and any other liabilities. Include the amount owed and the minimum monthly payment.
5. Calculate the total value of your assets by adding up all the amounts listed in the assets section.
6. Calculate the total value of your liabilities by adding up all the amounts listed in the liabilities section.
7. Subtract the total value of liabilities from the total value of assets to determine your net worth. This will give you an overview of your financial health.
8. Review the completed assets and liabilities statement for accuracy and make any necessary adjustments.
9. Save a copy of the statement for your records and consider updating it periodically to reflect any changes in your financial situation.

Who Needs Assets & Liabilities Statement:

1. Individuals or families who want to assess their overall financial position and track their net worth.
2. Financial advisors who assist clients in creating personalized financial plans and investment strategies.
3. Business owners who need to provide financial statements to lenders, investors, or potential partners.

Remember, an assets and liabilities statement is a valuable tool for evaluating your financial standing and planning for the future.

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