Financial Metrics (DEC24)

// Target DEC24 //

AU Investments: 200K [250K] [27%][28%]

Offset: 163K [200K] [22%][22%]

Mortgage Extra Contr: 107.5K [15%][12%]

Super: 268K+20K+42K=330K [36%][37%]

Total AU: 738K [890K] // [+150K][+20%]

Property: 270K [320K]

Total AU (incl Property): 1.2M

US Inv: 62K

Currencies: 5K

Total non-AU: 67K

Total Inv (incl Property): 1.27M

KFI-BInvT: 50K

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Financial Metrics (Investment Allocation Assessment)

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