Assignment Task
Strategy Paper
1. Scope of Advice
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Get Help Now!As discussed, the key advice areas you’re looking to have addressed are:
2. Advice Limitations As our advice is limited to the areas outlined above, we can’t accept responsibility for those aspects of your financial affairs which aren’t included in our advice. You should consider our advice with regard to your overall situation.
3. Key objectives
Your goals and objectives are as follows:
4. Risk Profile
[How you conducted the Risk Profile and what the outcome of that was and implications on your proposed strategies]
5. Cashflow – Current and Proposed
Proposed Cashflow
[A summary of the impact your proposed strategies will have on their cashflow – you can include pre and post proposal advice cashflows]
6. Wealth Projection – Superannuation
[10-year projection which shows impact of your advice including financial assumptions on their Superannuation assets]
7. Key conclusions and discussion points
[Summarise, if applicable, feedback from the client, issues discussed and the impact this will have on your proposed strategies]
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