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Please see attached example Excel and Case study
Part 1A and Part 2 must be done in excel file as calculation
READ THE ATTACHED CASE STUDY AND ANSWERS THE FOLLOWING PART
• PART 1A: (part A must be done in an Excel file)
– Prepare Cashflow statement
– Prepare Network statement
Answer the below part based on excel in part A
• PART 1B: Cash Flows (Income/Expenditure)
– Current position
– Recommendations
– Required Actions
• PART 2: (must be done in an Excel file)
Projected Cash flow statement/ Net Worth Statement
Note it should include the effect of your recommendations. Include the following:
– Cash flow statement (present – retirement)
– Cash flow statement (retirement- to age 100)
– Net worth statement at retirement
• PART 3: Savings/Debts
– Current position
– Recommendations
– Required Actions
• PART 4: TAXATION
– Current position
– Recommendations
– Required Actions
• PART 5: ESTATE
– Current position
– Recommendations
– Required Actions
• PART 6: Goals/Action Summary
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