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Personal Wealth Management

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Prepared for: Winston & Yvonne

|Name: |Student I.D |
|Priscilla Er Shu Hui |S3348274 |
|LEE JIA JIE ERNEST |S3351972 |
|Joseph Oh Jing Wen |S3352256 |
|Priscilla Tan Xiao Li |S3320696 |
|Grace Lim Li Juan |S3348009 |
|LIM WEI HAO LEROY |S3307475 |

Contents
1. General Assumptions provided 3
2. Question 1: 4 Question 1a: 4

Question 1b: 5

Question 1c: 5

Question 1d: 5

3. Question 2: 7
4. Question 3: 10
5. Question 4: 12 Advantages 12

Disadvantages 13

Summary 15

6. Question 5: 16 INCOME 16

CPF contribution 17

CPF Contribution Table A. 19

Cash Flow Figure B. 21

Cash Flow Figure C. 23

7. Question 6: 24 Excess Cash Flow Figure D. 25

8. Question 7: 26
9. Question 8: 28 Goals: 28

Based on the 6 -Step Financial Planning Process: 29

Your Personal Risk Profile 30

Client’s Risk Profiling 31

Determining Your Risk Preference 31

Analyse client’s financial position with Qualitative and Quantitative data 32

Qualitative 32

Quantitative 34

Continue Reading

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