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Investment Planning AS3001 Assignment

 
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Old 22-08-2011, 02:33 PM   #41
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Quote:
Originally Posted by Ally View Post
What date is the assignment you have?
I don't think i did the same one as you guys, but the questions are usually along the same wave length
Hi Ally, it is AS 3001
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Old 23-08-2011, 09:19 AM   #42
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Has anyone got the A3002 assignment>>> with Isabella?
I completed a IP Assignment with Yanni in it but also have to complete The Isabella one. (long story for having to do 2)

Anyone email me with some info would be great - sarah.bryant@live.com.au
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Old 23-08-2011, 04:07 PM   #43
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Hi,

Could someone please forward me a copy of their completed assignment for IP1 so I can get an idea of what to do. I found FFP and RM to be far easier.

Thanks to anyone who takes the time to help.

Regards, Tim (tim-dyer@hotmail.com)
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Old 14-09-2011, 11:53 AM   #44
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Hi

Hi,
I am stuck with Investment Planning 1 Assignment ( Isabella) question 3,5, can anyone help me please my email id is aks4058@gmail.com
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Old 27-09-2011, 03:52 PM   #45
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Hi All

I could really do with some help with this assignment, does anyone have a completed assignment that i could read.

My email address is trishrains@gmail.com any help would be greatly appreciated.

Thanks
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Old 27-09-2011, 03:54 PM   #46
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Originally Posted by H.yawai View Post
Hi Jas,

i have emailed you my assignment. hope this helps.
Hi there wondering if you could send me your assignment for some guidance.

trishrains@gmail.com

Regards
Mefree
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Old 05-10-2011, 11:22 AM   #47
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Hi guys,

I'm having a little trouble finishing IP1 SN3002 Investment Planning assignment - the case study with Isabella.

If anyone has completed and passed this assignment and dont mind passing a copy to me that would be great. My email is abuultjens@victeach.com.au.

I have finished FFP and Super & Retirement Planning that I am more than happy to share if needed.
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Old 15-10-2011, 06:45 PM   #48
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hi

have sent you an email AAB

happy to help

andrew
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Old 19-10-2011, 09:21 PM   #49
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Assignment 3001

Hiya guys

Am nearly finished this assignment now, can any one help me out with Question 3 if u could email me any help would be appreciated? I have sent a lot of my past assignments out to fellow members here but am having trouble getting help myself any help would be appreciated trishrains@gmail.com

Thanks
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Old 02-11-2011, 05:44 PM   #50
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Q5

Hey Guys,

can anyone please help me with question 5, (Isabella or Grace, same question)I dont intend to copy, i m just lost as in how to structure it.

If anyone dont mind sending me their assignment, i will be really grateful...

my email id: gonecase_10@rediffmail.com


Question 5
Detail your recommendations and investment strategies for Isabella. You are required to include:
• advice as to the most effective use of Isabella’s inheritance, addressing:
 debt management
 superannuation strategies
 non-superannuation strategies
 derivatives strategies.
You may wish to outline your proposed distribution of the inheritance money in table format, with one column showing the category, and another column showing the dollar ($) amount you would allocate to it
• discussion of whether you think Isabella’s employer superannuation fund option is appropriate for her and why. If you recommend that she switch to another option offered by her employer superannuation fund, explain why you think that option would be more appropriate
• type(s) of investments needed to implement your proposed investment strategy, including the debt management, superannuation, non-superannuation and derivatives strategies. You should include a discussion of the various fees that may be associated with these investments. You will not be assessed on any specific brand choices, but you will be assessed on the appropriateness of the strategies and types of investments recommended
• supporting commentary explaining the following with respect to the investment recommendations you have made:
 assumptions on which the recommendations are based
 advantages, including forecast investment returns
 disadvantages, including risks
 the pros and cons of using managed investments, where recommended, compared to directly owning assets, and the most appropriate managed fund asset allocation for Isabella
 discussion of how each aspect of the overall investment strategy helps Isabella to meet her investment objectives and to resolve her planning concerns, as stated in the case study details.
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