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
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