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PERSONAL WEALTH MANAGEMENT.
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Practical Assessment— Case Study Assignment
Learning outcomes Understand and perform simple financial need analysis.
Understand concepts associated with portfolio theory.
Appreciate the effects of taxation on financial planning and calculate taxation liability
Develop and be able to critically evaluate a financial plan for an individual.
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Other objectives: Research, problem solving skills, communication skills, critical thinking, writing competence.
Assessment task
Question 1: Case study
You are a financial adviser and the following information is an extract of data you gathered as part of fact finding during an initial client consultation for married couple Janet and Steven Blake. Janet works as a Teacher and Steven works as town planner at the local government. The have two children who are aged 12 and 14.
• Janet and Steven would like to know how much money they will receive after paying tax and expenses for the year ended 30th June 2018. They would like advice on how to reduce their tax liability in the future.
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• The Blake’s have diversified their investments by investing equally in a bank savings account, a fund and some Macquarie Group Ltd Shares. Their risk profile is equivalent to that of a growth investor. They have come to you understand how they should invest in the future.
• The Blake’s life goal has been to buy a property in the country and live the quiet life 10 years from now. They need to save a $200,000 deposit to achieve this dream. They have $60,000 invested now and they estimate they can save $5000 p.a. for 5 years and then $10,000 p.a. for the 5 years following this. They have come to you see if they can achieve this goal.
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