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Saturday: 09:00 - 13:00
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Review
Monthly Affordability Assessment
Income:
Amount:
Notes:
Fixed Monthly Gross salary (on payslip)
Amount
Notes
Average monthly overtime
Amount
Notes
Contribution from family member
Amount
Notes
Total Gross Monthly Income
Total payslip deductions (including tax, UIF and other)
Amount
Notes
Total Take Home Income
Consumer Declaration - Monthly Living Expenses:
Amount:
Notes:
Accomodation Expense
Own Home
Renting
Amount
Notes
Transport Expense
Other (please explain in notes)
Amount
Notes
Food Expense
Amount
Notes
Education Expense
Amount
Notes
Medical Expense
Provided by employer
Own medical expense
Other (please explain in notes)
Amount
Notes
Water and Electricity
Amount
Notes
Maintenance Expense
Other (please explain in notes)
Amount
Notes
Total: Consumer Declaration - Monthly Expenses
Credit Bureau - Monthly Expenses
Loans:
Amount:
Notes:
Amount
Notes
Amount
Notes
Amount
Notes
Total: Credit Bureau - Monthly Expenses
Bank Statement - Monthly Expenses
Only list what hasn't been listed already.
Amount
Notes
Amount
Notes
Amount
Notes
Total: Bank Statement - Monthly Expenses
-
Discretionary Income: