Sample Table Work
2023
Business Documents
Peter West Business Solutions
PWBS | Level 1/100 George Street Sydney
1 | Page
Sample Table Work
Client Details
Client 1
Client 2
First name
First name
Middle name Middle name
Surname
Surname
Title Title
Mr Mrs Miss Dr
Mr Mrs Miss Dr
Marital Status Marital Status
Married Single Divorced Widowed Married Single Divorced Widowed
Date of birth
Gender
Date of birth
Gender
Female Male
Female Male
Address Details
Unit no. / Street no. / Street name Unit no. / Street no. / Street name
Suburb
State
Postcode
Suburb
State
Postcode
Contact Details
Contact Details
Mobile Work phone Mobile Work phone
Email
Email
Client Acknowledgment
Client Acknowledgment
Client 1 Full name
Client 2 Full name
Client Signature Date Signed Client Signature Date Signed
2 | Page
Your Assets
Current Assets
Value
Security
Income
Ownership
Property - home
Investment property
Investment property
Motor vehicle
Motor vehicle
Shares
Savings account/s
Deposit paid
Other
Total assets
Total income
Your Liabilities
Lender
Balance
Repayments
Interest Rate
Clearing
Mortgage home
Mortgage Investment
Vehicle Finance
Margin loan
Personal loan
Personal loan
Personal loan
Credit card
Credit card
Credit card
Store card
Store card
HECS/HELP
Other
(from asset statement)
Total assets
Total net assets
3 | Page
Your Living Expenses
Category
Monthly Living Expense
Monthly
Post
Rent/board.
Electricity, rates, gas, water, strata/body corporate fees
Phone, mobile, internet, cable television.
Food
Groceries, meat, fruit & vegetables.
Transport
Medical Private health insurance & ongoing medical bills.
Insurances Home, Life, TPD, Trauma & Income cover
Home
Household purchases and maintenance.
Entertainment
Sports, hobbies, and memberships.
Other expense (regular) Other expense (regular)
Total living expenses
Total monthly expenses
Less total monthly expenses
Total combined net income
Your Needs & Objectives
Loan Purpose
If Applies
Loan Amt
Notes/Comments
Purchase owner occupied property
Purchase investment property
Other
Total loans
Reason (S) for Refinance
Reason
Tick if applies
Notes/Comments
Low Interest rate
Reduced repayments
Increased total loan amount