SR Group

Guide you towards rebuilding a secure future

Self assessment

Self Assessment

It’s time to rebuild your financial future.

It’s time to rebuild your financial future.

The self-assessment process has been structured to provide a clear understanding of your current financial position. It is important that you complete the questionnaire accurately and not inflate the value of your assets or lower the amount you owe. The outcome is not something to fear, it is an opportunity to take control of your financial responsibilities. It’s time. Rebuild your future.

Self assessment

Income

Monthly income

Add another source of income

Assets

Value

Owed

Monthly repayment

Arrears

Residential Property
Investment Property
Home Contents

Section - Add another asset

Living Expenses

Monthly payment

Section - Add another living expense

Vehicles

Value

Owed

Monthly repayment

Insurance

Ongoing costs

Section - Add another vehicle

Credit cards

Balance

Monthly repayment (min)

Arrears

Section - Add another credit card

Other Liabilities

Balance

Monthly repayment (min)

Arrears

Section - Add another liability

Children

Monthly repayment (min)

Arrears

Education Costs
Childcare
Child Support / Maintance

Section - Add another cost

Insurance

Monthly repayment

Section - Add another insurance

Other Loans

Balance

Monthly repayment

Arrears

Section - Add another liability