Page 14 - Lewin, Diana - Review Report - July 2020
P. 14
Goals we’re helping you to achieve
As per your Statement of Advice dated 13.03.2019.
Areas of Goals Priority
advice
Retirement Review my existing pension accounts High
Cashflow
Income p.a. Owner Annual amount
Pension Income - MyNorth Pension 1 Diana $25,613.36
Pension Income - MyNorth Pension 2 Diana $25,346.64
Total annual income $50,960.00
Employment
Diana
Occupation Retired
Summary of your assets and liabilities
Assets Owner Value
Pension MyNorth Pension 1 Diana $374,148
Pension MyNorth Pension 2 Diana $430,678
Total assets $804,826
Liabilities Owner Balance of loan
Nil - $0
Net wealth $804,826
