| Subject Code : | 200899 | Country : | Australia |
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ASSIGNMENT TASK:
TASK:
Case study introduction:
Karunesh (35) and Asha (45) are in a De Facto relationship. Karunesh works as a Senior Business Analyst earning $135,000 per annum plus Super Guarantee (SG) contribution. Asha is Marketing Manager earning $75,000 plus SG.
They have come to you for advice as Asha’s mother suffered a serious car accident many years ago and the financial detriment they’ve seen her go through has finally prompted the couple to take action. They want advice on protecting themselves financially in a major accident or injury event based on this experience. Karunesh has been busy with work over the years and feels like his superannuation situation has been left neglected. They want advice to get Karunesh’s superannuation on track.
Karunesh and Asha both want strategic advice on reducing their mortgage further as they both feel like they could do better in this area. They don’t want any product specific advice as they’re confident they can manage any product changes orimplementation themselves.
The challenge:
Your challenge is to help your clients not only meet their goals where possible but to provide clarity when gaps or issues exist. You should also address any other relevant areas they have discussed with you. Your advice will take the form of a discussion paper.
The template discussion paper provided must be used to present the advice (refer attached). It provides the recommended structure you are to follow and outlines the minimum requirements for the content of your advice. You should write your
discussion paper with the expectation that it would be presented to the clients. Appropriate style and tone should be used as well as writing a clear, concise, and easy to understand customised recommendation to the clients. COVID restrictions allowing it, the plan is for finalists to present their discussion paper to the fictitious clients in Sydney on Friday, 30th of October 2020.
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