Page 6 - Client Review Report Redacted
P. 6
Assets and Liabilities
Assets
Real Estate
Description Owner Current $
Primary Residence Joint $1,500,000
Total $1,500,000
Liquid Assets
Description Owner Current $
Westpac (0553) Redacted $13,219
Westpac (9213) Redacted $105,417
Westpac (2771) Redacted $110,676
Total $229,312
Lifestyle
Description Owner Current $
Household Contents Redacted $4,000
Total $4,000
Investments
Description Owner Current $
Shares Redacted $107,320
Total $107,320
Pension
Description Beneficiaries Owner Current $
LPR
MyNorth Pension- Redacted Non-Lapsing /100 Redacted $113,337
LPR
MyNorth Pension- Redacted Redacted $98,297
Non-Lapsing /100
$211,634