Workplace Simulation Assignment Example | Topics and Well Written Essays - 4750 words

Workplace Simulation - Assignment ExampleThis assessment focusses on providing blanket(prenominal) advice in a financial planning context. It requires the construction of a Statement of Advice, in a scurfy context, with a focus on a transition-to-retirement strategy for a fictitious couple. Precise modelling is needed including ensuring, among other things, that superannuation contributions caps are not exceeded. Appropriate warnings of the risks of scaled advice are addressed. Documentary procedures such as file note requirements are assessed. Advice areas including debt recycling strategies are explored. Comparing margin lending to home uprightness loans are also covered. Investment platform solutions are canvassed, as are investment strategies that focus on blending fund managers with a focus on core-satellite investment approaches. Insurance strategies including managing possible exclusions in the underwriting offset are canvassed as are non-insurance premium related factors .