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	%