Kaplan Tier 1 MIPA Assignment: Advice and Financial Planning

This document presents a comprehensive solution to the Tier 1 Managed Investments — Personal Advice (Tier1MIPA_AS_v2) assignment. It outlines the steps involved in establishing a client relationship, identifying their objectives, needs, and financial situation. The assignment then delves into analyzing the client's profile, developing appropriate investment strategies, and presenting these solutions within a financial plan. It includes the crucial stages of agreeing on the plan, completing the necessary documentation, and providing ongoing service. The assignment incorporates a case study of Emily Hudson, a 26-year-old physiotherapist, and requires the creation of a Statement of Advice. The solution demonstrates an understanding of risk profiling, investment objectives, and financial planning principles to meet the client's wealth accumulation goals.