and protecting what you've got"
Ungaro&Co
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PHONE 09 360 2179
How To Do This Budget
To do this budget well, you’ll need:
A bottle of wine. Or something that will help you relax – this will take a good couple of hours.
6 months worth of bank statements – so you can categorize where you income has been spent. If there is more than one account, or you use your credit card for the bulk of your transactions, then print off 6 months worth of these statements also.
To know your annual gross income. Note: if you are self employed, please put your net profit figure where the gross income is required and do not include expenses that have been claimed for tax reasons.
If you are meeting with us shortly to discuss your home loan structure/review, please click on the button that shares this budget with us, as we’ll save it to your client file.