Strategic Financial Report for Investment and Financial Planning Procedures

Running head: STRATEGIC FINANCIAL REPORT
STRATEGIC FINANCIAL REPORT

STRATEGIC FINANCIAL REPORT
Cover Letter to client
Mr. XYZ
ABC Street
Australia
Dear Peter,
I would like to have certain advices regarding the investment and financial planning procedures.
Basically I want to have a clear knowledge of the risk and financial factors that are associated
with the business and project plan. Can you kindly please review my financial plan and evaluate
the necessary actions that are to be taken into consideration in this scenario
Kinds and regards
Jane
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STRATEGIC FINANCIAL REPORT
Executive Summary
The study has elaborated about the client investment risk profile and the superannuation and
estate planning recommendation which also includes assumptions in context of the works that
will be suitable for the couple in taking respective decisions. The different implication of the
financial and investment analysis has been ascertained in a manner which has been helping in
dealing with the core financial aspects. Thus, the different parameters of investment planning
and achieving the financial goals of the businesses have been the main criterion in this particular
aspect of the study. This has evaluated mainly the different financial processes of the business
consideration in the greater purpose of the study and stating several ways to best investment
process of planning.
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