Refer to Case study A: Francesca and Robert Kincaid and prepare a statement of advice (SOA) for the clients regarding

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Question 1 Prepare a statement of advice (SOA) for the clients

Refer to Case study A: Francesca and Robert Kincaid and prepare a statement of advice (SOA) for the clients regarding the strategy to get Robert into aged care. The SOA should provide a recommended strategy(ies) and alternatives, and clarify for the clients what options are available and what is the best option(s) for them based on their needs, wants, goals, constraints and limitations.

Your SOA must include the following:

  • scope of the advice
  • executive summary of the advice
  • analysis of clients’ current situation, needs, goals, wants, constraints
  • detailed discussion of your advice to the clients
  • any recommended products
  • fees and charges
  • actions to proceed
  • client acceptance and authority to proceed
  • appendices and attachments:
  • – Appendix 1: Assumptions
  • – Appendix 2: Age pension analysis
  • – Appendix 3: Aged care analysis
  • – Appendix 4: Projections based on recommendations (cash flow, assets and liabilities over time).

Solution

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