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Financial planning case studies - Financial planning Case studies Phoenix Life Limited

To increase the of her investments, West Financial Services recommended adequate insurance, an enhanced savings and investment program, and a systematic program for selling stock and exercising options.


Starting a Business or Career Change Along with the business school, Miguel would like to leverage his higher level with education with a career change or advancement. Asset allocation is driven by complex mathematical models and should not be confused with the much simpler concept of The total tax saved, by the company and personally, was in excess of 180,000.

Although every effort has been made to assure the integrity of this material including the reliability of websites referred to in the text, no representation or warranty is given as to accuracy or completeness. Bennett and their appreciation for the financial advisory and planning process. 00 Terminal benefit like Gratuity expected to fetch Rs. 00 every month Sukanya Samriddhi Yoyona for 17 yrs and beyond as per requirement when she attains 18 yrs of age. My staff and everyone else will be here for any service you may need until my return on Friday night. Future performance cannot be guaranteed and investment yields will fluctuate with market conditions.


This gives Judy more income than she needs, so she arranges with her employer to make additional contributions to her super from her pre-tax salary under a salary sacrifice arrangement. Non BUSSQ members who receive advice will need to be billed for the advice separately. Not only do Sam and Sara wish to reduce their debt and plan for retirement, they also want to ensure that they plan for the future needs of their children and provide for the financial protection of their family in the event that Sam or Sara dies prematurely or becomes ill or disabled. Any advice contained on this website has been prepared without taking into account your objectives, financial situation or needs.

Risk associated return has been calculated in between 11 and 12.

00 per month and this amount will help to meet the requirements of the plan. The above programme is on the basis of certain assumptions and expectations and is not binding on anyone. After gathering all the information regarding her investments and pension details, we put together a plan.

This was compounded by our backups not working well enough, says Tim Foresight wanted to find a partner who gave the feeling that they were part of Foresight s business. Michael and Anne are from their employment salary and do not rely on either the income or principal of the family business proceeds.


She s retired and currently earns about 41,000 per year They have paid off their home worth about 135,000. Sudden illness We helped a couple deal with the implications of the husband s serious illness, putting their future finances on a secure footing. Examples are provided for illustrative purposes only, and no representation is made that a person acting on these examples will achieve the results shown. The circumstances vary in each case but the outcome is the same professional, personal and valuable financial advice you can trust.

Paused You re listening to a sample of the Audible audio edition.

We use cookies to ensure that we give you the best experience on our website. She sought a better work life balance so that she could devote time to pursuing her own passions.

The strategies described may not be suitable for all individuals. How to Pay for Business School This is to review the costs to meet education expenses. GOAL 4 PROGRAMME Financial provision for marriage of child after 24 yrs.

00 per annum Hence, current monthly investable surplus Rs. They are keen to engage in financial planning based on Chris confidence in Mr.

That they utilize a tax preparation professional. Katherine felt better able to instruct her lawyer.

Let s face it, many aspects of financial planning involve a lot of technical detail. The case studies in this section of the website are fictional of people s experiences.

Since the housing market in California has severely declined, Anne wants to make set aside ample reserves to help her family s business weather through the difficult time. Consider Increasing Contribuitons and reallocate investments.


Cookies added by Google Analytics are governed by the privacy policies of Google Analytics. Whoever follows this plan does so entirely on his her own risk and discretion.

Having just become a new grandfather, he wants to make the most of his sizeable investment portfolio an defined benefit pension scheme so he can spend more time with his expanding family. Because of their transitional life from one college to another they have rented rather than purchased a home. Cookies can be used to collect and store user data while connected to provide you the requested services and sometimes tend not to keep. From the available data it is observed that the major portion of investment till date is in real estate In comparison to liquid and or cash investment. au pds or you can obtain a copy by calling our Helpline on 1800 331 685. The business has enjoyed continued growth and now occupies premises in Dix s Field in the heart of Exeter s business community and although the majority of their clients remain local, through the benefit of modern communication technology, they also have clients as far afield as Australia.

He is now in a better financial position should the worst scenario happen, and feels happy that his family s future is secure.


Case Studies An insight into how we make a difference to clients by helping to demonstrate options, manage issues and deliver solutions. Janice O Brien, her CFP professional, will review Catherine s financial situation and prepare a financial plan to help address her goals and the issues she has raised, along with other potential needs uncovered in discussion. Liz would need to live off her share of the holiday home proceeds 280,000. She uses her 300,000 super balance to start a pre-retirement pension, drawing down the minimum payment allowed which is 12,000 a year. His prospects looked good and it appeared that the sale proceeds could be substantial. Karen Clark, his CFP professional, will review his financial situation and prepare a financial plan that will address his goals and the potential impact of divorce. A key part of the Capstone Course is the completion of an independent financial plan based on a real-life case, providing an invaluable opportunity to practice financial planning in an educational setting. Copyright 2017 Financial Planning Standards Council.

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