Dani is Currently Studying Business Case Study - Law Assignment Help

Assignment Task:

Task:

QUESTION ONE: 15 MARKS 
Dani is currently studying business at university, but currently has little practical experience or skills in financial planning or management. To help support herself, and to gain extra experience, six months' ago she also took on a part-time job as an office assistant with a small local law firm. Dani's grandfather has recently died, and bequeathed to her the sum of $280,000. Dani recognises that this is a significant sum of money that will need to be invested and managed properly in order for her to obtain the most benefit from her grandfather's legacy. Leaving it in a bank will not allow her the freedom to do what she wants to do with her life. She also realises that managing an investment portfolio like this is something that she is not capable of effectively doing herself. One of Dani's daily tasks is to hand-deliver various forms and documents to the law firm's clients in the immediate area. On 10 July 2021, as she was leaving for the day, she was asked to deliver a package of taxation-related documents to the accountancy practice in the next building. On her way home Dani walked across to the accountant's office where she was greeted by Tyson, a trainee bookkeeper for the practice. Dani and Tyson knew each other as they had both started in their respective jobs at the same time, were roughly the same age and were both studying at the same university. Whilst she was there she took the opportunity to tell Tyson about her problem with investing her substantial inheritance, and asking him for advice on how to best invest this legacy to protect its value for her future. Tyson, eager to impress her, invited Dani into the accountant's meeting room so they could speak privately. 
 

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