ACCT 2288 : Certified Financial Planner - Pre-Retirement Planning - Accounting Assignment Help

Assignment Task :

CASE STUDY 

You are a Certified Financial Planner (CFP) who has been approached by a married couple seeking advice  with regard to their pre-retirement planning. 

Joe and Judith BOND have never previously engaged the services of a financial planner, but now that they  intend to retire in around 10 years, they feel that they should seek professional guidance. They have told  you that upon retirement, they would like to continue living in their current home for as long as they can  practically afford to do so. Given that neither of them has any health issues, they feel that they can live in  their current home for many years into the future. 

Joe also own an investment property, currently worth $700,000, and with a mortgage of $500,000 on an  interest only loan. He acquired the investment property in January 2010, after attending a property  investment seminar. Overall, they have been satisfied with their investment property investment, and realize  that in retirement that the rent could provide useful income for them. However, they have indicated to you  that if you have some other recommendation of investment to take the place of the investment property, 

they are happy to consider that alternative recommendation. In any case, they wish to commence retirement  free of any mortgage, and seek your advice. 

Details of their circumstances are set out in the Client Data Form in the attached document.

REQUIREMENTS 

You are required to prepare and present a compliant Statement of Advice containing your recommendations  to Joe and Judith. 

• As this is a fictional case study, you may make reasonable assumptions to complete the details of the  clients’ situation, but you should not alter any of the information provided in the case study.

• In making assumptions, they should be REASONABLE assumptions and they should be consistent with  the information already provided. There is to be no “front end loading” with assumptions to make an  outcome more achievable, that is, DO NOT make assumptions about windfalls such as lottery wins or inheritances (apart from the $100,000 inheritance that Judith is to receive shortly as already detailed in  the Client Data Form). 

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