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Prepared for: Winston & Yvonne
|Name: |Student I.D |
|Priscilla Er Shu Hui |S3348274 |
|LEE JIA JIE ERNEST |S3351972 |
|Joseph Oh Jing Wen |S3352256 |
|Priscilla Tan Xiao Li |S3320696 |
|Grace Lim Li Juan |S3348009 |
|LIM WEI HAO LEROY |S3307475 |
Contents
1. General Assumptions provided 3
2. Question 1: 4 Question 1a: 4
Question 1b: 5
Question 1c: 5
Question 1d: 5
3. Question 2: 7
4. Question 3: 10
5. Question 4: 12 Advantages 12
Disadvantages 13
Summary 15
6. Question 5: 16 INCOME 16
CPF contribution 17
CPF Contribution Table A. 19
Cash Flow Figure B. 21
Cash Flow Figure C. 23
7. Question 6: 24 Excess Cash Flow Figure D. 25
8. Question 7: 26
9. Question 8: 28 Goals: 28
Based on the 6 -Step Financial Planning Process: 29
Your Personal Risk Profile 30
Client’s Risk Profiling 31
Determining Your Risk Preference 31
Analyse client’s financial position with Qualitative and Quantitative data 32
Qualitative 32
Quantitative 34