Current Financial Markets and Analyse - Characteristics are Important In Alex and Christopher's Situation - Research Writing Assignment Help

Assignment Task :

Short Answer Question S Having gained years of knowledge and experience at NATWHICHPAC BANK, you decide to take the plunge and go out on your own as a mortgage broker. On your last day at the bank, you receive an email from Alex Kopf thanking you for the way you handled her complaint. With a wry smile, you savour her feedback knowing that your manager is still on the receiving end of Harry Hausmann's own personal brand of pyrotechnics. Seconds after you respond to Alex's email, she phones you. She explains that she has found a property that she wishes to purchase and she wants you to broker the finance. You give her your new contact details and arrange to meet her the following day. During the interview, you establish that Alex has been highly successful as a freelance graphic designer. She earns around $90,000 pa, enjoys being self-employed and adores working from home, but she is fed up with the living in the city. With genuine passion in her voice, she recalls how she fell In love with a rundown homestead she wandered past while on a yoga retreat in the country. The house, which was built In 1910, sits on a hill overlooking a stream and a modest three acres of surrounding bushland. She proudly states that it has exceptional Feng Shul. As Alex continues, you note two issues that do not seem to dampen her enthusiasm or creative vision. The homestead itself is heritage listed. Even so, Alex wishes to renovate and extend the living quarters. Secondly, Joe Atkinson (a land rights activist and local elder) has made a native title claim over one acre of the property. Alex explains that this is why the property is for sale. Apparently Frank Smith, the former owner, was in a bitter battle with Joe for six months over the claim. According to Sally Smith, Frank's daughter, the antagonism drove her father into his early grave. Sally, who Is a Buddhist, does not want to enter Into the conflict. This is why she painted 'For Sale' on an old floorboard and nailed it to the gate. 
 

(a) Research and assess the broking options for Alex and Christopher.

i. Consider the current financial markets and analyse which Investment characteristics are important In Alex and Christopher's situation. Match these results with suitable products. 
 i. Document the steps you take to research so that you can Justify your recommendations and provide Alex with research evidence upon request. 
 
iii Document the broking recommendations and loan structures that you will present to Alex and Christopher according to the organisational guidelines and procedures. 
 

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