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Foundations of FP

Discussion in 'Financial Planning Study Group' started by LolaandXan, 23rd Jul, 2013.

  1. LolaandXan

    LolaandXan New Member

    23rd Jul, 2013
    newcastle, nsw
    Hi all!! I am almost finished my assignment (Adam and Ria) however I am stuck on the 7yr projections. I believe that I include the savings account, CMT, managed fund portofolios, superannuation.. excluding investment bond as returns are unknown until after the 10year period and excluding the current shares.

    My problem is that i am unsure how to calculate the real rate of return on ALL of these to fit in to a single formula.. Do i average them and then apply a weighted average??

    If anyone could help I would really appreciate it. Thanks!! Lola :confused: