Telstra Super Financial Planning

Finacial planning report Presented by
Isabelle Fu Know-it-all Financial Planning

Question 1
There are six steps in the financial planning progress, which every financial planner should go through with their clients.
First, financial planner is required to identify the client’s financial data such as income, debts, financial commitments, etc. Sometimes, it’s not easy to get all the useful information at one time due to some private issues, so the planner should make reasonable enquiries to obtain complete and accurate information from the client. A financial planner should be equipped with excellent communication skills, clearly explaining the importance of quality information to the client.
Second, the financial
Depending on your circumstances,

It may be appropriate to complete the questionnaire more than once, for different investment goals.

Directions: Tick the circle next to your chosen response. Please choose only one response per question.

Question 1
Compared to others, how do you rate your willingness to take financial risk?

a Extremely low risk taker

b
Low risk taker

c
Average risk taker √

d
High risk taker

e Extremely high risk taker

Question 2
When you first think of the word ‘risk’ in a financial context, which of the following

words initially come to mind?

a
Danger

b
Uncertainty √

c
Opportunity

d
Thrill

Question 3
When do you plan to begin to withdraw funds from this portfolio?

a 2 years or less

b
3
– 5 years √

c
6
– 10 years

d
11 – 15 years

e More than 15 years

Question 4
Over what period do you plan to spend the money in this portfolio?

a 2 years or less