Personal Finance Planning for Tony and Anne
Prepared for Tony & Anne Campbell
GROUP PR OJ ECT
F732 : PERSONAL FINANCI AL P LANNI NG AND ADVISING
Course Instructor: Prof. Sumit Bose Submitted on 12-April-2013
RONG DAI (1192240) JI SHI (1192359) LONG CHEN (1192304)
P a g e 1 | 22
Prepared for Tony & Anne Campbell
Table of Contents
Part 1 – Cover Letter ..................................................................................................................................... 3 Part 2 – Engagement Letter .......................................................................................................................... 4 Part 3 – Net Worth ........................................................................................................................................ 7 Part 4 – Cash Flow ......................................................................................................................................... 8 Part 5 – Mortgage Management .................................................................................................................. 9 Part 6 – Insurance ....................................................................................................................................... 11 Part 7 - Education Fund Planning ............................................................................................................... 13 Part 8 - Retirement planning ...................................................................................................................... 14 Part 9 - Estate planning ............................................................................................................................... 16 Part 10 - Investment management ............................................................................................................ 19 Part 11 – Recommendations & Summary ................................................................................................. 22
P a g e 2 | 22
GROUP PR OJ ECT
F732 : PERSONAL FINANCI AL P LANNI NG AND ADVISING
Course Instructor: Prof. Sumit Bose Submitted on 12-April-2013
RONG DAI (1192240) JI SHI (1192359) LONG CHEN (1192304)
P a g e 1 | 22
Prepared for Tony & Anne Campbell
Table of Contents
Part 1 – Cover Letter ..................................................................................................................................... 3 Part 2 – Engagement Letter .......................................................................................................................... 4 Part 3 – Net Worth ........................................................................................................................................ 7 Part 4 – Cash Flow ......................................................................................................................................... 8 Part 5 – Mortgage Management .................................................................................................................. 9 Part 6 – Insurance ....................................................................................................................................... 11 Part 7 - Education Fund Planning ............................................................................................................... 13 Part 8 - Retirement planning ...................................................................................................................... 14 Part 9 - Estate planning ............................................................................................................................... 16 Part 10 - Investment management ............................................................................................................ 19 Part 11 – Recommendations & Summary ................................................................................................. 22
P a g e 2 | 22