provide a list of assumptions you are making; and prepare a list of questions for the clients where further information may be required prior to completing the SoA. Part 1 The assignment is based on material covered in weeks 2 to 9, however will involve reviewing course materials for week 10 and 12. You will be required to complete a detailed file note (1500 words) as preparation for development of a clients financial plan (Statement of Advice) However, with the shares and the property, they are wondering if they are burdening themselves unnecessarily. They find it all confusing, time consuming and seemingly not very rewarding. On top of it all, they have to pay their accountant $1,800 a year to sort it all out On the whole, they feel they ean a lot of money and never have an extra dollar to their name. Kristin and Tommyexasperated. And the expenses! Students are provided with a transcript surrimary from an initial meeting between a financial planner and new clients. Based on this transcript, students will be required: Aside from paying the deductible expenses, they find they are spending a lot of money, and their credit card balance seems to get bigger cach month. to provide an overview of the clients circumstances (including their current situation and goals, tables of financial position) and provide potential wealth creation, wealth protection (insurance) and lifestyle strategies that address these circumstances and (9 marks) • to provide a list of assumptions you are making and (3 marks) prepare a list of questions for the clients where further information may be required prior to completing the SoA. Scale document down (3 marks) goals, Their mortgage balance on their on their home is $235,000, they have thought of refinancing When asked to itemise their expenses, they provided the following calculations: Food and petrol 36,000 Mortgage 32.400 Other living expenses 32.000 Summary of transcript Date to use for initial contact: 1 August 2019 Home, car and property
provide a list of assumptions you are making; and prepare a list of qu
provide a list of assumptions you are making; and prepare a list of questions for the clients where further information may be required prior to completing the SoA. Part 1 The assignment is based on material covered in weeks 2 to 9, however will involve reviewing course materials for week 10 and 12. You will be required to complete a detailed file note (1500 words) as preparation for development of a clients financial plan (Statement of Advice) However, with the shares and the property, they are wondering if they are burdening themselves unnecessarily. They find it all confusing, time consuming and seemingly not very rewarding. On top of it all, they have to pay their accountant $1,800 a year to sort it all out On the whole, they feel they ean a lot of money and never have an extra dollar to their name. Kristin and Tommyexasperated. And the expenses! Students are provided with a transcript surrimary from an initial meeting between a financial planner and new clients. Based on this transcript, students will be required: Aside from paying the deductible expenses, they find they are spending a lot of money, and their credit card balance seems to get bigger cach month. to provide an overview of the clients circumstances (including their current situation and goals, tables of financial position) and provide potential wealth creation, wealth protection (insurance) and lifestyle strategies that address these circumstances and (9 marks) • to provide a list of assumptions you are making and (3 marks) prepare a list of questions for the clients where further information may be required prior to completing the SoA. Scale document down (3 marks) goals, Their mortgage balance on their on their home is $235,000, they have thought of refinancing When asked to itemise their expenses, they provided the following calculations: Food and petrol 36,000 Mortgage 32.400 Other living expenses 32.000 Summary of transcript Date to use for initial contact: 1 August 2019 Home, car and property
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