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Thank you for booking
How you can preprare ...
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Know your expenses - how much you're spending regualry
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Income - payslips, rental statements, tax returns, financial reports if your a sole trader or partnership, dividend returns, etc.
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Libailities - mortgage statements, credit card statements, personal loans, car loans or lease, store cards etc
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Assets - list of all the assets you own or have finance against.
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Insurance - types and limits
Please notify us in 24 hours before if you need to reschedule as we need to prepare in advance for each appointment
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