Item |
Field |
Where can I find this? |
What is it? |
Example |
1 |
Living Expenses |
Fact Find input |
See assumptions for expense categories |
1000 |
2 |
Education |
Fact Find input |
See assumptions for expense categories |
0 |
3 |
Dependants |
Fact Find input |
See assumptions for expense categories |
0 |
4 |
Children |
Fact Find input |
See assumptions for expense categories |
0 |
5 |
Child Support |
Fact Find input |
See assumptions for expense categories |
0 |
6 |
Child Care |
Fact Find input |
See assumptions for expense categories |
0 |
7 |
Nanny |
Fact Find input |
See assumptions for expense categories |
0 |
8 |
Home Utilities |
Fact Find input |
See assumptions for expense categories |
0 |
9 |
Insurance |
Calculated |
Sum of all non-super premiums (Client + Partner) |
0 |
10 |
Debt Servicing |
Calculated |
Sum of total gross debt repayments |
0 |
11 |
Discretionary Spending |
Fact Find input |
See assumptions for expense categories |
0 |
12 |
Reduction In Discretionary Spending |
Optimised decision |
This is triggered in the client/s are willing to reduce expenses |
0 |
13 |
Discretionary Spending Total |
Calculated |
Discretionary spending – Reduction in discretionary spending |
0 |
14 |
House Renovations |
Optimised decision |
This is triggered in the client/s wants to do a home renovation |
0 |
15 |
Total Expenses |
Calculated |
Sum (Item 1 – 10) + sum (Item 13 – 14) |
0 |
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