FNSASICT503 - Managed Investments - Bronwyn Brandon - John and Yuli - Case Study

Assignment Task:

FNSASICT503 - Managed Investments - Bronwyn Brandon - John and Yuli - Case Study

Part A – Advice in managed investments – assessment strategy
Jenny is a grandmother who wishes to put $100 per month into a long term investment for her only grandchild, starting soon after her imminent birth and being handed over to the grandchild at age 21. Jenny does not want this investment to have any impact on her financial position, as she receives the age pension.

What managed investment would you suggest and why?

2. Warren and Kirsty have $250,000 cash to invest to supplement their age pension and they would like $12,500 pa from those investments over the next 20 years if possible. They accept the higher the returns, the higher the risk and they might get a negative return every (say) 5 years.
What portfolio of managed investments would you propose for them? (Please note any assumptions that you make in coming up with your proposal.)

Part B – Case study – Bill and Bronwyn Brandon
CASE STUDY SCENARIO:
Consider the following clients and complete the following tasks: Bill and Bronwyn Brandon are a married couple with three children aged ten, six and three. Bill is 40 and Bronwyn 35. Both work full-time, with Bill earning $80,000 per annum and Bronwyn $50,000 per annum. They own a home valued at $800,000 on which they owe $150,000, making monthly repayments of $1500.
 

Part C – Case study – John and Yuli

CASE STUDY SCENARIO
You are a financial adviser with Emerson Financial Services, a licensed boutique financial services company for a few weeks and have settled in very well. The company provides a comprehensive range of services and is licensed to provide advice in securities, derivatives and financial planning. Whilst you are expected to develop your own client base, the
company has appointed you to look after two new clients John Wilmott and Yuli Widjaja who have been living together for eight years. They met whilst they both attended university. Although not yet married they intend to tie the knot in the next couple of years.

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