FINS5537 - The Cortez Family Case Study - Finance Assignment Help

Assignment Task

Case Study - The Cortez Family
Louis Cortez (aged 40) is married to Sally (aged 35). They are living in Sydney. They have three children, Charlotte (aged 4), Sophia (aged 2) and new born Harvey Louis is a general manager at a financial services firm. Sally is an accountant, She is currently on maternity leave and planning to return to work in 12 months’ time.
Louis and Sally have been discussing the need for them to see a financial adviser to help them put a plan in place to help achieve their goals and objectives. They would like to ensure they have appropriate budget to allow them to maintain their lifestyle and help them save for their key goals, including their children’s education, paying off their debt, while also making sure they have plans to ensure they are saving well for their long-term retirement objectives. Although Louis and Sally can see the need to focus their attention on their key immediate priorities of paying off their debt and saving for their children’s education, however, they also would like to make sure their superannuation is well invested to help them save for their retirement.
Both Louis and Sally have reasonable experience when it comes to investment and management of their financial affairs. Although in recent times Louis and Sally have been too busy to pay attention to their financial affairs, they feel with the appropriate help from the professionals in the field (financial adviser, accountant, etc.) they would be able take control of their finances and investments and be directed towards achieving their goals and objectives. Louis and Lisa have made wills soon after they got married, however, they haven’t updated them since.
Louis and Lisa have a home and contents insurance cover they established back in 2016 when they purchased their current family home. They have their motor vehicle
comprehensively insured. They also have family private health insurance coverage. However, they are unsure if their general insurance covers are adequate and appropriate.

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