Question
Client Information Age: 60 Status: Single Assets: 6 million deposit Monthly Expenses : $20,000 She is worried about: 1. Rising living expenses due to inflation
Client Information
Age: 60
Status: Single
Assets: 6 million deposit
Monthly Expenses : $20,000
She is worried about:
1. Rising living expenses due to inflation
2. The high cost of special care in old age
3. Never invested in stocks, worried about the risks of investment
4. Losing the principal of the investment
Assuming you are a Family Wealth Advisor, please prepare an investment portfolio for the client's retirement. Prepare suitable investment products according to your own insights, including cashflow, yield and risks. Please fill in the table of allocation of investment and expected return and explain it.
Investment Products | Allocation of Investment | Expected Return |
Cash | % | % |
Fixed Deposit | % | % |
Bond | % | % |
Annuity | % | % |
Insurance Savings Plan | % | % |
Fund | % | % |
Stock | % | % |
Other (Please specify) | % | % |
Total | % |
Step by Step Solution
There are 3 Steps involved in it
Step: 1
Get Instant Access to Expert-Tailored Solutions
See step-by-step solutions with expert insights and AI powered tools for academic success
Step: 2
Step: 3
Ace Your Homework with AI
Get the answers you need in no time with our AI-driven, step-by-step assistance
Get Started