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Complete notes on the FINS2643
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Complete notes on the FINS2643

FINS2643 - Wealth Management

68 Pages Complete Study Notes Year: Pre-2018

FINS2643 Wealth Management Week 1 Financial Planning and the Profession Unit 1.1 Financial planning, economic conditions, and behavioral biases The need for financial planning • Ageing population led to increase in demand for financial planning as there is a shift of retirement funding responsibility to the individuals. • Prospective homes in Australia and many capital cities in Asia are not affordable thus saving is required. • People need to save and do have more wealth to manage and protect. • Increase intricacy in taxation, superannuation, social securities and asset protection laws and regulation. How can a financial planner help? • Financial planner provides up-to-date information on law reformations regarding tax law, financial and insurance products. • They have the technical expertise to interpret information, create appropriate strategies and guide individuals to be more rational in making financial decisions. • They provide the specialization of labor and capital. As economic environment is cyclical in nature, the planner has to be aware of the


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