Financial Analysis of Simone
Added on 2021-06-14
16 Pages3936 Words64 Views
FinanceHigher Education
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Financial Analysis2018
1By student name ProfessorUniversityDate: May 12, 2018.1 | P a g e
2Executive summaryWe are going to do financial analysis of Mr. Simon and bob and their family it contains the goals and currentfinancial position of Mr Simon. In which we can make analysis of their goals as per the priority of client. After thatwe recommend the proper strategy to Mr. Simon to achieve their desire objective and goals. Mr Simone is anindividual who is seeking financial help to manage his funds and in order to provide long term support to hisfamily. The same can be extracted with the help of experts and analysts and he wants the same in this assignment.For that we do an analysis of requirement and risk profile and how much risk are involve on such investmentstrategy. The client has a lot of problems that they need to deal with and the prospects with respect to overallinvestment be a criterion that can be considered based on which the client can make little money which he can useto satisfy his long-term needs. Financial analysis involves analysis of the overall aspect with respect to accountingand finance of an individual and the probable benefits that they can use if they can manage their financeeffectively. As a financial planner the overall information with respect to the client has been extracted andimportant points have been considered that will play an important role in influencing the overall profit the clientwill make. This assignment will also contain illustrations based on the recommended strategies’ and how the clientwill benefit from the same, based on their investment decisions and risk-taking capabilities. The market is alwaysfluctuating sometimes the returns are high and some times it is not that much enough to suffice the needs of thepeople. It is very important that smart decisions should be taken else it might lead to heavy losses, thus when itcomes to market analysis decisions should be based on overall research that would help the individual in makinguse of the funds that they have. We have seen that there are so many areas in which people can invest and thereare so many ways which they can follow to earn money. There comes the importance of financial planning inpicture. When people are aware that in future they would need money, they should take steps from today basedon which they can make their future return viable and for that they need to invest in various sources of income,that includes stocks, bonds, and other different financial instruments. The role of a financial planner is to study theoverall current position of the client and get all information about his goals and based on that provide him withmethods that can earn him required returns for the company. So we see that generating income is not a tough taskbut planning for the same requires effort and time and that can only be put by when you have experience. In thiscase we are studying about Simone and the various ways in which he can earn income, based on the goals that heneeds to achieve.2 | P a g e
3ContentsIntroduction...........................................................................................................................................4Analysis........................................................................................................................................................4Conclusion..................................................................................................................................................12References............................................................................................................................................153 | P a g e
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