FIN2IFP: Introduction to Financial Planning - Jerry and Jenny Jones - Finance Assignment Help

Assignment Task:

Jerry and Jenny Jones

45 Trouble Street, Thornbury

Jerry and Jenny Jones approach you for some financial planning advice. The couple earn a good level of combined income and enjoy a very comfortable lifestyle. They have accumulated a few investments but have not taken much interest in their superannuation balances. However, they have read a few reports of late which point out that the accumulated superannuation balances of many Australians will not be sufficient to support their retirement. The couple now feels that perhaps the time has come to seek some professional advice before it is too late.

Client objectives:

• Build wealth between now and when they retire – expected to be when Jerry and Jenny turn 60

• The couple estimate they will require a combined real income of $58,000 per annum in present value dollars from their superannuation funds when they retire

• They want an investment plan that is easy to manage

• The want to ensure that their overall investments are well proportioned based on their risk profile and of a suitable quality

• To continue to have their children attend private schools.

• They would like to minimise their tax liability as much as possible

• They wish to reduce their level of debt as quickly as possible

Attitude to investment risk:

The couple advises that they have reasonably good knowledge and interest in financial markets but do not have the time to manage their investments themselves. They are prepared to take on some risk in order to achieve a higher rate of return but not an excessive amount of risk. They realise that there will be some short-term volatility in financial markets and are prepared to invest for the long-term. They also realise that their current investment allocation and plan is unlikely to provide them with an appropriate nest-egg in retirement.

This FIN2IFP: Finance Assignment has been solved by our Finance Experts at My Uni Paper. Our Assignment Writing Experts are efficient to provide a fresh solution to this question. We are serving more than 10000+ Students in Australia, UK & US by helping them to score HD in their academics. Our Experts are well trained to follow all marking rubrics & referencing style.

Be it a used or new solution, the quality of the work submitted by our assignment experts remains unhampered. You may continue to expect the same or even better quality with the used and new assignment solution files respectively. There’s one thing to be noticed that you could choose one between the two and acquire an HD either way. You could choose a new assignment solution file to get yourself an exclusive, plagiarism (with free Turnitin file), expert quality assignment or order an old solution file that was considered worthy of the highest distinction.