Financial Advice/Planning based on a scenario
Budget: $30 – $250 AUD
Need someone to help me with financial planning/financial advice based on a scenario in Australia.
- Must know how to prepare a comprehensive plan / Statement of Advice (SOA).
- Prepare an executive summary of the SOA.
- Calculate future planning gaps i.e. lump sum required to retire, compared with what is projected.
- Financial strategies to address future planning gaps
- Discuss estate planning docs, personal insurances etc.
- Must know how to prepare a comprehensive plan / Statement of Advice (SOA).
- Prepare an executive summary of the SOA.
- Calculate future planning gaps i.e. lump sum required to retire, compared with what is projected.
- Financial strategies to address future planning gaps
- Discuss estate planning docs, personal insurances etc.
Related categories:
Financial Research
Finance
Business Analysis
Financial Analysis
Financial Planning