Bruce and Samantha Lee Case Study - Accounting and Finance Assignment Help

Assignment Task

Assessment Feedback: 
Students who submit their work by the due date will receive their marks when final grades for the trimester are released. 
Description / Requirements 
Bruce and Samantha Lee are a married couple aged in their early 40's and have come to you for some financial advice around the protection of their wealth and other risks that they face. They are concerned about accumulating sufficient wealth for their retirement, while at the same time living a relatively comfortable life and providing the highest possible education for their three children Andrea (19), Mitchell (9) and Taylor (S). 
Personal details 

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