Diploma of Financial Services (FP) Case Study It is November‚ 2010. You are an authorised representative of a full-service licensed dealer group‚ Azza Financial Services Pty Ltd. Allison and Simon Callahan have come in to see you to ask for your assistance to plan out their next five years and then help them settle into retirement. Allison (aged 54) and Simon (aged 52) have been married for 29 years and live at Lot 3 Wattle Road‚ Hurstbridge‚ Vic. Their only child
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Supplement 1‚ Chapter 6 STEPS IN FINANCIAL PLANNING FOR SENIOR LIVING 1. Come to Understand the Purpose and Intent of Financial Planning: Financial planning is the process in which you set goals for your life through the proper management of all your financial resources. It entails all issues related to your current income‚ savings‚ investments‚ and estate plans. It also involves paying constant attention to issues related to your fixed and projected expenses. It includes all the decisions you
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Financial Planning 200627 Autumn 2011 Learning Guide © Copyright of the University of Western Sydney‚ 2011 No part of this publication may be reproduced or transmitted in any form or by any means‚ electronic or mechanical‚ including photocopying‚ recording‚ or by any information storage and retrieval system‚ without the prior written permission from the Head of School‚ School of Accounting. Copyright for acknowledged materials reproduced herein is retained by the copyright
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The financial crisis that has impacted Greece has taken a heavy affect on the country and the whole of Europe. This Greek crisis also known as the Greek depression started in 2001 when Greece adopted the Euro and became part of the euro zone‚ which then give Greece easy access to millions of loans at a low interest rate. The Greek government then used the back loans to finance projects such as infrastructures‚ pensioners and technologies to modernize their country and compete with their new competitors
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Abstract: Financial inclusion has recently become the buzzword among the policymakers and bankers and in academic research. It is considered as an integral part of the efforts to promote inclusive economic growth. Financial inclusion has been the utmost priority for the government of India as well as the Reserve Bank of India. One of the executive at a prominent Public Sector Bank says‚ Financial Inclusion is a social obligation for the government‚ and social obligation‚ mandatory obligation
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Financial Management Hubble is a recruitment and management consultancy with based in both UK and Europe. The company provides both basic training and recruitment for junior administrative staffs and management consultancy at senior and strategic level. Hubble has recently entered the continental European market‚ with the senior management taking full responsibility and running of the company. This budget proposal will provide senior management with the required tools and data ‚ to
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Problems/issues: • Mei Ling may not have enough money to cover her later years expenses; • She had been a fairly aggressive investor‚ but she may not want to take very risky investment since she cannot afford to lose at her age. Goals and objectives: • Cash-flow management; • Pay off the property investment loan; • Superannuation adequacy and savings programs; • Personal investing. Assumptions: • Taxation and other legislative conditions will remian stable; • Income will incerease
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head: MICROSOFT STRATEGIC INTIATIVE 1 MICROSOFT STRATEGIC INTIATIVE � PAGE * MERGEFORMAT �7� Microsoft Corporation - Strategic Initiative Paper Ruby Lee‚ Edward Abaunza‚ Brian Hammock University of Phoenix Finance for Business FIN 370 Grace Reyes August 29‚ 2010 � � Microsoft Corporation - Strategic Initiative Paper Over the past few years the economy in the United States has taken a downturn. It has been so bad‚ that some businesses were not able to survive. However‚ Microsoft Corporation
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BBMF 2113 PERSONAL FINANCIAL PLANNING DEGREE IN BUSINESS STUDIES (Finance and Investment) YEAR 2013/14 COURSEWORK 1 Submitted by: Caleb Chan Yeung Zen 13WBR11358 Chin Yong Hao 13WBR11575 Chuah Zheng Hong 13WBR10041 Leong Wai Hong 13WBR11033 TUTOR: Mr Pua Tong Seng TUTORIAL GROUP: 2 RFI 4 TITLE: Discuss the role of Private Retirement Scheme (PRS) in financial planning DATE OF SUBMISSION: 24th June 2014 Plagiarism Statement Read‚ complete and sign this statement to be submitted with your
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Microsoft Corporation is an American multinational corporation headquartered in Redmond‚ Washington‚ that develops‚ manufactures‚ licenses‚ supports and sells computer software‚ consumer electronics and personal computers and services. Its best known software products are the Microsoft Windows line of operating systems‚ Microsoft Office office-suite and Internet Explorer web browser. Microsoft was founded by Bill Gates and Paul Allen on April 4‚ 1975. Microsoft is the world’s largest software maker
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