The Case Study of Wealth Management-Example of Family Planning
| Autor: | Lin Yu-Che, 林郁哲 |
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| Rok vydání: | 2015 |
| Druh dokumentu: | 學位論文 ; thesis |
| Popis: | 103 I remember someone once said, life is most worthy trickle slowly realize, and zoom in on a stage, there are a lot of ups and downs, sometimes well, sometimes a low ebb. Proper wealth management process is like a snowball down gradually in the mountains, the more roll, the greater its size. Roll is not just money, contacts, as well as a passion for society, and for the next generation of care and commitment. Every decision in life, need to focus on the effort, coupled with long-term operation, in order to see the fruitful results, wealth planning is in this way particularly. In this study, we adopt case interview to collect the financial situation, the priorities of life goals, such as case family’s income and expenditure, physical condition, the present value of the insurance, and case’s asset allocation and other financial information. Then this study use the present value, future value, present value of annuity, future value of annuity in the concept in time value of money, and asset allocation and other tools and concepts. Besides, this study also utilizes wealth management software and the concept of compounding to measure the case’s financial situation and the funding gap at retirement period. After consider the risk attribute of investment and risk aversion, this case suggest appropriate financial tools and modified asset allocation project to solve the case’s funding gap and life goal. And then, we simulate whether the case’s funding gap will disappear, in different economic scenarios. Whether cash flow is sufficient, In the same time, timely track and adjust according to the situation. This study wish to help case to fulfill its several financial goals and reach wealth freedom. |
| Databáze: | Networked Digital Library of Theses & Dissertations |
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