Subjects under University of New South Wales
Document Details

Financial Plan FINS2643 Week 2-12

User Description:
Application of the topics covered from week 2 to 10 to their personal situation to construct a personal financial plan in stages. Executive Summary (2 page max) due in week 13 (5% research and content; 10% on logic and writing as per PLG3a)

Thinkswap Satisfaction Guarantee

Each document purchased on Thinkswap is covered by our Satisfaction Guarantee policy. If you are not satisfied with the quality of any document, or you believe the document was incorrectly described or categorised, Thinkswap will provide a full refund of exchange credits so you can check out another document. For more information please click here.

This student studied:
Claim a Thinkswap Bounty

Do you know if the Subject listed above has changed recently? Click report to earn free Exchange Credits!

Document Information:
14 Pages Essays / Projects > 2 Years old
Share

2 Ex Credits


Document Screenshots:
Financial Plan FINS2643 Week 2-12
Topics this document covers:
Finance Money Economy Investment Funds Financial services Financial markets Structured finance Net asset value Insurance Bond Balance sheet
This is an Essay / Project

Essays / Projects are typically greater than 5 pages in length and are assessments that have been previously submitted by a student for academic grading.

What are Exchange Credits:

Exchange Credits represent the worth of each document on Thinkswap. In exchange for uploading documents you will receive credits. These can then be used to checkout other documents on Thinkswap.

Topics this document covers:
Finance Money Economy Investment Funds Financial services Financial markets Structured finance Net asset value Insurance Bond Balance sheet
Sample Text:
Marital status of the client is single as of now and with no foreseeable plans of marriage and children. If we look at the total asset value of Mr. Saiyam he has a total asset value of $4100. Some of the main objectives that stand out - • Invest in Blue chip stock. • Purchase a residential property upwards of 500,000 and maintain a strategic spending plan. • Choosing the right credit card for personal use. • Taking out private health insurance and life insurance. • Maintain a diversified investment portfolio which includes- Fixed Income Term Deposits, Managed funds and an Investment Property. • Family is financially stable after his death, if something has to happen to him in future. Recommendations • Use the Qantas American Express Discovery Card as Saiyam does not have a high tendency for pur...
Similar Documents to Financial Plan FINS2643 Week 2-12

FINS1612 Complete Notes HD

This student studied:
University of New South Wales - FINS1612 - Capital Markets and Institutions

FINS1612 complete notes HD whole semester concise and easy notes FINS1612 complete notes HD whole semester concise and easy notes

5 Ex Credits

View Details

AFIN250 Detailed Notes Summary

This student studied:
Macquarie University - AFIN250 - Investments

Detailed notes summary covers all of the important core topics from Macquarie University. This includes, financial assets, equity, fixed income and Derivatives.

5 Ex Credits

View Details

FINS2643 Comprehensive Final Revision Notes

This student studied:
University of New South Wales - FINS2643 - Wealth Management

This the notes created specifically for the Final Revision. All the materials are based on the lecture slides and textbook.

5 Ex Credits

View Details

Final Exam Summary Notes Weeks 5-13

This student studied:
University of New South Wales - FINS2643 - Wealth Management

55 pages.

5 Ex Credits

View Details