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Superannuation and retirement, George Brown

Discussion in 'Financial Planning Study Group' started by adam1111, 6th Nov, 2012.

  1. adam1111

    adam1111 New Member

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    Perth, WA
    HI there,

    I was just wondering how people are going with the new superannuation assignment, George Brown? Are there many people studying this one atm?

    Adam
     
  2. lejama19

    lejama19 Member

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    Keperra QLD
    I am and I need help!!!

     
  3. adam1111

    adam1111 New Member

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    Superannuation

    How did you go with this question?

    Given the information you now have on the Browns’ current situation and their tolerance of risk, what are the critical issues you need to consider to appropriately advise them? What sorts of investments would they each be comfortable with?

    What were your thoughts
     
  4. lejama19

    lejama19 Member

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    Thats the question I am struggling with. I don't know where to start.

     
  5. Fayer

    Fayer Member

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    Sydney, NSW
    I'm too... really struggling... and my due day is TOMORROW!!! I'm still working on the SOA for section 2 only... 3 more sections to go... T_T
     
  6. Fayer

    Fayer Member

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    I'm thinking whether I should recommend them with separate plan, Growth for George, Balance for Rebecca... or I just assume they both Growth investor...

    what you guys's thoughts on this?
     
  7. Classic

    Classic Member

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    17th Nov, 2010
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    Location:
    Melbourne
    Hi Fayer,

    I am having the same doubt what you are having whether do i need to consider both of them as growth or seperately as per their risk profile. Hope you got competent in your assignment can you help me out? I am also in my last days. I am really tensed. Please help me to get out of this.
    thanks
    Classic
     
  8. Fayer

    Fayer Member

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    I didn't get competented! :( So I'm working on it again. But in the end, I decided to plan seperately for George and Rebecca.

     
  9. ahuja9

    ahuja9 Member

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    GAPS in fact Finder

    Hi there

    Can anybody tell me what are the GAPS in the FACT finder sheets provided by KAPLAN for Gearge and Rebecca.

    Help me Please.

    Thanks
    Singh
     
    Last edited by a moderator: 1st Sep, 2015
  10. ahuja9

    ahuja9 Member

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    Section 2 Part A

    HI There

    Record the information you have gathered from your clients in the fact finder below. Include the information you obtained from your questions in Section 1 Part D.

    Whats would be the reply.
    Help me Please.

    Thanks
    Singh[/QUOTE]
     
  11. ahuja9

    ahuja9 Member

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    Hi Lejama

    Hi there....

    Have you completed your assignment for George and Rebecca. Can you please help me with these 2 Questions

    1.Record the information you have gathered from your clients in the fact finder below. Include the information you obtained from your questions in Section 1 Part D.

    2. Find the Gaps in fact Finder or Data collections sheets. Question 2 B in same assignment.

    Your early reply will be appreciated. I have to resubmit the assignment by 17th Monday.

    thanks
    Singh

     
  12. ahuja9

    ahuja9 Member

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    Location:
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    Hi Classic

    Hi there....

    Have you completed your assignment for George and Rebecca. Can you please help me with these 2 Questions

    1.Record the information you have gathered from your clients in the fact finder below. Include the information you obtained from your questions in Section 1 Part D.

    2. Find the Gaps in fact Finder or Data collections sheets. Question 2 B in same assignment.

    Your early reply will be appreciated. I have to resubmit the assignment by 17th Monday.

    thanks
    Singh

     
  13. ahuja9

    ahuja9 Member

    Joined:
    26th Mar, 2012
    Posts:
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    Location:
    Melbourne,Vic
    Hi Adam,

    Hi there....

    Have you completed your assignment for George and Rebecca. Can you please help me with these 2 Questions

    1.Record the information you have gathered from your clients in the fact finder below. Include the information you obtained from your questions in Section 1 Part D.

    2. Find the Gaps in fact Finder or Data collections sheets. Question 2 B in same assignment.

    Your early reply will be appreciated. I have to resubmit the assignment by 17th Monday.

    thanks
    Singh

     
  14. Classic

    Classic Member

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    17th Nov, 2010
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    Location:
    Melbourne
    Hi Singh,

    I have written the gaps and issues with fact finder are they are not mentioned the last date of the will updated. Have you done the SOA ?
     
  15. ahuja9

    ahuja9 Member

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    Location:
    Melbourne,Vic
    Hi Classic

    Hi there,

    Thanks for the reply. Is that the only GAP you found it. No I have not done SOA.

    thanks
    singh

    .
     
    Last edited by a moderator: 1st Sep, 2015