Topic: Clients Wealth Creation / Lifestyle Recommendations – outside superannuation.

Paper details:

Based on an interview with the client (document attached )For each wealth creation, and lifestyle goal that you are advising on, you need to detail your recommended strategy(s) which should be linked to the client’s objectives and the advantages and disadvantages of each strategy, i.e. why the recommended strategy is appropriate to the client and any potential costs / downsides.

The instruction page and template explains pretty much everything.
2 pages max. Reference whatever isn’t own work.

Please let me know if you need any more information but everything should be attached :).