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Financial Planning...?Financial Planning Table of Contents Table of Contents 2 Part One- 3 Part Two- 6 Reference 8 Bibliography 9 Part One In traditional financial forecasting the growth rate in sales is taken as the base for the growth of other items like expenses, assets and liabilities. Here the various expenses in the income statement and the assets & liabilities in the balance sheet are taken as a percentage of sales. These figures are forecasted to be as a percentage of sales in the recent financial statement. Alternatively these items can be computed as an average over the last few years or may depend on the discretion of the analyst. Under the traditional forecasting the fixed assets...
5 Pages(1250 words)Term Paper
Financial Planning...? Final Paper - Financial PlanFinancial Planning An essential part of knowing what an investor would like to accomplish is identifying his/her present position. For this it is required to analyse the vital information and details of an investor, upon which the strategies for the financial planning for the investor would be based (Crumbley & Smith, 2002). This paper would formulate the financial planning of a client, Mr. James Patterson. The financial plan is based on the information that was obtained from Mr. James Patterson about him. The recognition of the present situation of Mr. Patterson is decisive...
5 Pages(1250 words)Research Paper
Financial Planning...?FINANCIAL PLANNING by Table of Contents Financial Planning 3 Question a 3 Question b 4 Question 1 c 6 References 8 Financial Planning Question 1 a The Financial Planning Association of Australia sets the code of ethics in financial planning and professional practice which sets the benchmark model for practice in the areas of financial planning in the community. The adoption of the ethical standards in the professional practice of financial planning ensures a high quality practice in the area of...
4 Pages(1000 words)Case Study
Financial planning...? Financial planning Contents Contents 2 Financial planning: Needs and Issues of the client 3 Home and health planning 3 Educational Planning 3 Investment planning 4 Risk Management 4 Financial planner’s assistance to the client 4 Assistance: Home and Health needs 4 Assistance: Educational needs 5 Assistance: Investment needs 5 Assistance: Risk mitigation 5 Analysis of the Fact Finder document 6 Strength and weakness 7 References 9 Financial planning: Needs and Issues of the client The various needs and issues of the client that have been identified in the various areas...
6 Pages(1500 words)Essay
Financial Planning...Order NO 191346 Financial Planning and Client Financial Fitness Assessment Method in Australia Prepared by Dr. Zulfiquar Ahmed ID: 10131
Date: 26-11-2007
Order NO.: 191346
ID: 10131
Title
Financial Planning and Client Financial Fitness Assessment Method in Australia
Introduction
Financial planning, the acquisition of funds to finance planned activities by the Financial Planner, is the practice of determining present and future financial goals. In Australia, it has risen dramatically over the last decade. ("Financial...
8 Pages(2000 words)Essay
Financial Planning...Order 181549 Financial Planning - Financial Services Guide & Skills requirement, Client Financial Fitness Assessment Dr. Zulfiquar Ahmed
ID: 10131
Order#: 181549
Financial Planning - Financial Services Guide & Skills requirement, Client Financial Fitness Assessment
Introduction
Financial planning, the acquisition of funds to finance planned activities by the Financial Planner, is the practice of determining present and future financial goals. In Australia, it has risen dramatically over the last decade....
8 Pages(2000 words)Essay
Financial Planning...Finance and Accounting Financial Planning Question The net worth from the net worth ment for Mary and Shawn together is $ 874,689. This is calculated as shown in the attached statement.
Question 2
The monthly cash flow surplus/deficit for Mary and Shawn together monthly is $71,707. . This is calculated as shown in the attached statement.
Question 3
TDS =
40%=
X= 12992.70
Per month = 12992.70
Per year = 12992.70 *12
= $155,912.40
The maximum monthly mortgage is $ 155,912.40 per month based on the interest rate of 4% and TDS ratio of 40% and amortization period of 25 years.
Question 4
Down Payment = 5% percent of the amount of mortgage
= × 50000
=$ 2500
The 5% down payment for the $50000 amount...
1 Pages(250 words)Essay
Financial planning.... Largely, the advise should be tailored towards addressing the business needs.
4. This strategy would change image of the business and consumer brand promise. The design of products tends to influence the image of the company in the eyes of the consumers. Improving the company’s products with respect to clients needs is one the mechanism of growing the business. Similarly, this company would significantly change its appeal to the consumers because it has changed the brand promise. Normally, the relevance of a service company depends on the quality of the products it offers with respect to clients’ interest.
Question 2
1. The relationship between individual financial planning and life cycle theory is...
5 Pages(1250 words)Assignment
Financial planning...Financial plans are extremely important for the success of a business. Companies must offer a good product or service at a reasonable price in order to entice customer to buy their products. The CEO of a firm must have a clear plan of where a company is headed to in the future. The use of pro forma financial statements can allow a manager the ability to project the financial results of the firm years into the future (Investopedia, 2015). A strategic plan is needed to allocate resources across the company in an optimal manner. The human capital of the firm is one of its most valuable assets. Planning requires cooperation...
1 Pages(250 words)Essay
Financial planning... Financial Planning TEN YEAR LEVEL PLAN A ten year level term insurance is atype of insurance that offers a stable, assured premium in the first ten years. Following the increase of the premium in future, many people venture in the policy early (Kaye, 1989). This type of insurance is very cheap and hence profitable and most popular.
This policy assures a stable rate for ten years duration in life. However, one is not hooked to the system until the end of the ten-year but is free to terminate the premium at any given time without penalty by terminating the premium payment ( Fedorowicz, 1977). By the 10th year, the rate increases profoundly but does not go beyond the first term policy (Kaye, 1989). Conversely, one can be renewed... can renew...
1 Pages(250 words)Essay
