The following report should provide "Phoebe" with an overview of her current financial situation by including net income, taxes, expenditures, assets, pensions and liabilities. Furthermore, financial products, appropriate to her current financial ambition, will be evaluated and recommendations about the sum to invest will be given.
Table of Content
1. Introduction
2. Current Financial situation
2.1. Annual income
2.2. Fixed annual expenditures
2.3. Assets
2.4. Liabilities
3. Future financial needs
4. Financial products available to Phoebe
4.1. Shares
4.2. Bonds
4.3. Investment Trusts and Unit Trusts
4.4. Index Funds
4.5. Tax efficient products
5. Proportion and amount of investments
5.1. Tracker funds
5.2. Bonds
5.3. Shares
5.4. Investment Trusts and Unit Trusts
6. Tax aspects
7. Use of information technology
8. Conclusion
9. References
10. Appendix
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