Financial Planning Statement of Advice for Pete Molloy
This assignment is Part B of the Financial Planning 1 course, where students are required to answer common questions and provide recommendations for a client named Pete Molloy.
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Added on 2023-06-12
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This statement of advice provides recommendations for wealth creation, lifestyle, and wealth protection for Pete Molloy, a 28-year-old electrician who wants to purchase a house and secure his daughter's future. The advice includes investing in superannuation, undertaking aggressive investments for a family holiday, and purchasing insurance for life, total and permanent disability, income protection, trauma, and private health. The FV calculations are also provided in the appendix.
Financial Planning Statement of Advice for Pete Molloy
This assignment is Part B of the Financial Planning 1 course, where students are required to answer common questions and provide recommendations for a client named Pete Molloy.
Added on 2023-06-12
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