ACCT 2285 - Wealth Creation and Estate Planning Assignment - RMIT University

Assignment Task

Case study

See the Client Data Form in the Assignment folder.

Your task is to take the role of an adviser and provide Andrew and Laura with a report that addresses the following:

1. Assess their goals and objectives and personal circumstances

2. Recommend a savings and investment plan that best meets their goals and objectives. 

3. A detailed assessment of the client’s risk profile (including an interpretation of their answers to the risk profile questions in the Client Data Form) and asset allocation that is suitable for them. 

4. Select and recommend a product with explanation. You are going to select one product from Russell Investment and one product from Vanguard Investor Funds as their investment for comparison.

5. You are required to analyse two products. You will choose two products in task 4 and here provide a table which compares the costs and features, including the investment objectives and styles. (This table and any narrative should be included as an attachment to the client report.) Make it explicitly clear which of two products you recommend and why.

6. Advise the clients on whether gearing is suitable for them. Justify this recommendation and what level of gearing you would recommend. You need to explain to the clients in detail the risks and benefits associated with gearing.

7. Provide the clients with projections. You can use the MoneySmart managed fund calculator and/or the savings and investment calculator to model their outcome. These calculators can be found at

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