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Category : Financial Planning

Diploma of Financial Planning Answers

Question 1. a) Given your assessment of the current state of the Australian economy, design an investment portfolio (asset allocation) utilising the 4 basic asset classes of; - Equities (shares), - Property, - Fixed Interest, and - Cash for both a conservative investor and an aggressive investor, who each expects to work for another 20 years and has each just inherited $2 million from the passing of a long-lost uncle. Both investors are able to generate sufficient income from their current work environment to meet their living expenses an... More
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