Client Information Age: 60 Status: Single Assets: 6 million deposit Monthly Expenses : $20,000 She is worried about: 1.
Posted: Wed May 18, 2022 9:30 pm
Client Information
Age: 60
Status: Single
Assets: 6 million deposit
Monthly Expenses : $20,000
She is worried about:
1. Rising living expenses due to inflation
2. The high cost of special care in old age
3. Never invested in stocks, worried about the risks of
investment
4. Losing the principal of the investment
Assuming you are a Family Wealth Advisor, please prepare an
investment portfolio for the client's retirement. Prepare suitable
investment products according to your own insights, including
cashflow, yield and risks. Please fill in the table of allocation
of investment and expected return and explain it.
Investment Products
Allocation of Investment
Expected Return
Cash
%
%
Fixed Deposit
%
%
Bond
%
%
Annuity
%
%
Insurance Savings Plan
%
%
Fund
%
%
Stock
%
%
Other (Please specify)
%
%
Total
%
Age: 60
Status: Single
Assets: 6 million deposit
Monthly Expenses : $20,000
She is worried about:
1. Rising living expenses due to inflation
2. The high cost of special care in old age
3. Never invested in stocks, worried about the risks of
investment
4. Losing the principal of the investment
Assuming you are a Family Wealth Advisor, please prepare an
investment portfolio for the client's retirement. Prepare suitable
investment products according to your own insights, including
cashflow, yield and risks. Please fill in the table of allocation
of investment and expected return and explain it.
Investment Products
Allocation of Investment
Expected Return
Cash
%
%
Fixed Deposit
%
%
Bond
%
%
Annuity
%
%
Insurance Savings Plan
%
%
Fund
%
%
Stock
%
%
Other (Please specify)
%
%
Total
%