DFP1_AS_v4A1: Financial Planning Fundamentals - Accounting and Finance Assignment Help

Assignment Task:

Task:

Part 2: The case study

Joe and Natalie Olden

You met Joe Olden when he came into your office last week. He had been mowing the grass in the park over the road, saw your business sign and came for a chat to see if you could help him and his wife. They live in a small rural community outside town and have been married for three years. Joe is 26 and is a horticulturalist with the local council. Natalie is 24 and a librarian. However, she is not working at present as she looks after their twins. Until the twins arrived, their focus had been on working hard and saving for a deposit to buy a house. They rent a nice home on the edge of town and enjoy the scenic views over the hills. Their landlord has approached them saying she wants to sell the house and will give them first refusal to purchase it. Joe’s parents have offered to help them with a loan. They want some help in making a decision and understanding how it will all work.
You give Joe your Financial Services Guide (FSG) and a fact-find form and you agree to meet next week.

Question 1a
The first four steps of the safe harbour are repeated below. They all form part of this stage in the financial planning process and you must address all four steps in this first question.
• Step 1: Identify the objectives, financial situation and needs of the client that were made known through the client’s instructions.
• Step 2: Identify the subject of the advice the client is looking for (whether explicitly or implicitly).
• Step 3: Identify the objectives, financial situation and needs of the client that would reasonably be considered relevant to the advice sought on that subject (the client’s relevant circumstances).
• Step 4: If it is reasonably clear that information relating to the client’s circumstances is incomplete or inaccurate, make reasonable enquiries to get complete and accurate information.

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