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FINANCIAL STATEMENT

ASIA PACIFIC GLOBAL FOUNDATION LIMITED


YEAR ….......... - …...........

INCOME
A. EARNED INCOME
Job & Self Employment

B. PASSIVE INCOME
Real Estate (NET) …...........
Business (NET) …...........

B. PASSIVE INCOME TOTAL NZD -

C. PORTFOLIO INCOME
Interest …...........
Dividens …...........

C. PORTFOLIO INCOME TOTAL NZD -

D. TOTAL INCOME (Monthly)


Salary + Passive + Portfolio NZD -

EXPENSES
E. EXPENSES

Payroll Deductions (taxes,health care) …........... NET INCOME (after espenses) NZD -
Housing (mortgage,taxes, insurance,
MI) …...........
Utilities (power, water, phone,net,tv,
trash) …...........

Transportation (cars+ insurance + gas) …...........


Investments (401K) …........... DISCRESIONARY EXPENSES :
Education (tuition,loans) …........... Personal Spending Money
Credit Card Payment …........... Home Services (gardener,cleaner)
Optional Membership (netflix,gym)
E. TOTAL EXPENSES (Monthly) NZD -

Profit (what's left over) NZD -

ASSETS LIABILITIES
Bank Accounts …........... Personal …...........
Stock …........... Credit Cards …...........
Bonds …........... Car Loans …...........
Receivables …........... School Loans …...........
401K and IRAs (market value) …........... Home Mortgage Loan …...........
Real Estate (Equity) …........... Personal Loans …...........
Business Value (NET) …........... Other Debt …...........

F. ASSETS SUB TOTAL NZD - J. TOTAL LIABILITIES NZD -

G. DOODADS
Home (purchae price shown) …...........
Car (s) …...........
Other …...........

G. DOODADS TOTAL NZD -

H. TOTAL ASSETS (Banker Version) NET WORTH (Banker Version) NZD -


Assets Sub Total + DOODADS NZD - (H les J)

I. TOTAL ASSETS (Rich Dad Version) NET WORTH (Rich Dad Version) NZD -
Assets Sub Total NZD - (I les J)

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