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click the image 2. Laurentius and Agacia are comfortable with their existing social security and estate planning arrangements and are therefore happy to exclude these
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2. Laurentius and Agacia are comfortable with their existing social security and estate planning arrangements and are therefore happy to exclude these three areas from the limited scope Statement of Advice (SOA) you are preparing. Your SOA should acknowledge that your advice has been scaled in this way. Laurentius and Agacia should generate a substantial cash surplus over the forecast period. Provide Laurentius and Agacia with your 'Top 3' prioritised recommendations for how they could improve their overall financial position. For each recommendation you should identify the problem and/or opportunity and how your recommendation would improve their financial position. This does not require financial modelling to support - this is not a comprehensive financial plan. (Maximum of 1000 words) 2. Laurentius and Agacia are comfortable with their existing social security and estate planning arrangements and are therefore happy to exclude these three areas from the limited scope Statement of Advice (SOA) you are preparing. Your SOA should acknowledge that your advice has been scaled in this way. Laurentius and Agacia should generate a substantial cash surplus over the forecast period. Provide Laurentius and Agacia with your 'Top 3' prioritised recommendations for how they could improve their overall financial position. For each recommendation you should identify the problem and/or opportunity and how your recommendation would improve their financial position. This does not require financial modelling to support - this is not a comprehensive financial plan. (Maximum of 1000 words) Step by Step Solution
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