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Financial planning case studies - Case Studies in Financial Planning 7824AFE- Griffith University

The partners This case study refers to a SIPP but the same principles apply equally to a SSAS. Bennett depuis plus de 15 ans, qui lui ont pr sent le couple.

Concentrated Stock Position An executive client had over half of her net worth attributable to her employer s company stock and stock options. The ages of 25 to 35 are considered to be the typical asset building phase, characterised by the early to middle years of careers, small net worth and large debt courtesy of home loans, student loans, etc.

Our Solution We provided ongoing, in-person and phone consultations for a period of nine months, teaching her step-by-step, what needed to be done, what paperwork needed to be filled out, and what titling and changes needed to occur. They realised that having children can be an expensive business so they decided to build up a nest egg before the patter of tiny feet arrived. She moonlights by taking in house call, which earns her an additional 40,000 year. Liz would need to live off her share of the holiday home proceeds 280,000. Mazars Financial Planning have been providing ongoing financial planning advice to Mike and Susan Green, since 2013. Michael met with the human resources to increase his contribution to his retirement plan. Case narratives and financial statements used in the case studies are based on actual client experiences provided by CFP professionals. As per the data gathered the incumbent is under 20 tax bracket with a possibility to reach the 30 bracket by the next couple of years with positive approach. 4 ounces Average Customer Review Amazon Best Sellers Rank 2,834,514 in Books Would you like to?


She also wanted to look into the options he had with his old pensions, from previous employment.

Their research, customer service and made the process simple and easy. Contact us UniSuper 1800 331 685 UniSuper Advice 1800 UADVICE 1800 823 842 This website is provided by UniSuper Management Pty Ltd, ABN 91 006 961 799 AFS License No.

00 in 4 yrs 12 return compounded on an annualized basis. He is also concerned with paying off his debt supporting his children while they are in school and looking after his family in the event of disability, illness or death. As a UniSuper member, you re entitled to a free initial meeting or phone call with one of our financial advisers. Examples are provided for illustrative purposes only, and no representation is made that a person acting on these examples will achieve the results shown. Goals Minimize income tax Review current IRA portfolio Invest for retirement Evaluate life insurance and disability coverage Purchase real estate Suggested Strategy Reduce income taxes Re-position investments for IRA in highly-rated no-load mutual funds Diversify current investments with relatively attractive returns in light of risk tolerance levels Consolidate life insurance policies Develop investment program for future real estate investment Purchase a comfortable home Increase net worth Retiree s Single individual or couple in retirement looking to live a comfortable lifestyle without outliving their assets. let us call you Providing us with a brief reason for call will streamline our call back process and ensures you have the correct ipac representative handling your enquiry. Looking at comparison websites, they went for an easy access account which offered a bonus.

Case Studies in Financial Planning from Certified Financial Planner J Slideshare uses cookies to improve functionality and performance, and to provide you with relevant advertising. Financial Wisdom Limited ABN 70 006 646 108, AFSL 231138.


A change in one or more of the variables or assumptions listed will produce different results. Please refer to the course profile for further information.


Financial provision for Marriage of child at age 25 i. Information in this web page is based on regulatory requirements and laws, which may be subject to change. Case Study Married Couple Preparing for Retirement Children One daughter, married, independent and succeeding in her career Job Position Albert Painting Contractor Cynthia College Professor Albert, age 73 and Anne, age 67 live in Las Cruces.

These years can and should be some of the most enjoyable and fulfilling of your life. Here s a real life example of life planning in action Someone told me five years ago to stop going on about George Kinder s approach to life planning and start doing it for clients. He had acquired some retirement and real estate assets totaling just over 1million, but he was still working, and saving more for a retirement they could enjoy together. 00 is cash that we can use tax free as a supplement for their income needs during retirement years. 0 or later browser versions, Safari, Firefox 3 or later browser versions and Chrome or later browser versions. Technical helpline Easy access to technical experts able to cover a wide range of queries. Both maintain their registered office at 1 Wythall Green Way, Wythall, Birmingham B47 6WG. For 3 years prior to Bluegrass s appointment, Foresight had received an unreliable service from another IT service provider. The information is based on Financial Wisdom Limited s understanding of the relevant Australian laws at 17 November 2011. We had challenges with the server and its reliability which questioned the proactive support we thought we were getting from the company we selected. He s retired and currently earns about 38,000 per year Mrs. Justin Furno Initially I was unsure of how to build a property investment portfolio, however Acquired Properties were helpful, approachable and listened to my concerns explaining everything in simple terms. The SPAM solution alone has saved my staff a measurable amount of time each so they can now concentrate on real business activities.

Over ten years later the business remains committed to the same core principle, embodying the Treating Customers Fairly initiative by their regulator The Financial Services Authority. Our systems are designed for early warning and protection from severe storms that would harm your economic condition In 2007, our systems indicated we leave the markets while others did not and therefore our clients did NOT participate in the downturn of 2008-2009 STATES LICENSED IN Alaska, Florida, Illinois, Indiana, Kansas, Kentucky, Maryland, New Hampshire, New Jersey, Ohio, Pennsylvania, South Dakota Investment Advisor Representative offering Securities through Regulus Advisors, LLC, Member FINRA, SIPC. Tom established the business through his self managed super fund. They were dedicated to providing for their daughter s education.

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