Client Snapshot
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Client A
Name
*
First Name/s
Surname
Email
*
example@example.com
Phone Number
-
Date of Birth
-
Day
-
Month
Year
2 digit day, 2 digit month, 4 digit year
Employment
Occupation
Employer
Time at Job
IRD Number
Address
Street Address
Suburb
City
Postcode
Time at current address
Child 1
Full Name
Date of Birth
Child 2
Full Name
Date of Birth
Child 3
Full Name
Date of Birth
Child 4
Full Name
Date of Birth
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Client B
Name
First Name
Last Name
Email
example@example.com
Phone Number
-
Date of Birth
-
Day
-
Month
Year
2 digit day, 2 digit month, 4 digit year
Employment
Occupation
Employer
Time at Job
IRD Number
Address
Street Address
Suburb
City
Postcode
Time at current address
Child 1
Full Name
Date of Birth
Child 2
Full Name
Date of Birth
Child 3
Full Name
Date of Birth
Child 4
Full Name
Date of Birth
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Assets
Property
Rows
Approx. Value
Address
Home
Holiday Home
Investment Property #1
Investment Property #2
Investment Property #3
Investment Property #4
KiwiSaver
Rows
Client A
Client B
Value
Provider
Fund Type
Your contribution (%)
Employer contribution (%)
Other contributions ($ amount + frequency)
Savings & Investments
Rows
Value
Provider
Savings
Term Deposit
Managed Funds
Shares
Pension Scheme
Other
Other
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Liabilities
Mortgages
Rows
Limit
Balance
Bank
Interest Rate
Fixed Rate Expiry
Loan Term Remaining
Repayment amount & frequency
Home 1
Home 2
Home 3
Home 4
Investment Loan 1
Investment Loan 2
Investment Loan 3
Investment Loan 4
Personal Debt
Rows
Limit
Balance (not paid off monthly)
Bank/Provider
Interest Rate
Repayments
Credit Card #1
Credit Card #2
Student Loan
Personal Loan
Hire Purchase
Store Card
Buy Now Pay Later
Family Loan
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Income
Client A
Rows
Gross (Before tax)
Amount
Frequency
Wages
Annual Salary
Bonus
Commission
Business Profit
Boarder Income
Rental Income
Other
Other
Client B
Rows
Gross (Before tax)
Amount
Frequency
Wages
Annual Salary
Bonus
Commission
Business Profit
Boarder Income
Rental Income
Other
Other
Client B
Rows
Gross (Before tax) Amount
Frequency
Wages
Salary
Bonus
Commission
Business Profit
Boarder Income
Rental Income
Other
Other
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