Financial Plan

Personal Details

Mr. Clinton McGuire

Client Address: 23 Money Place

Melbourne Vic. 3000

Residential status: Homeowner

House Value: $231,000

Mortgage Balance: $118,800

Contact: +61450111456

Email: cmg@gmail.com

Gender: Male

Marital Status: Married

Date of Birth: 2/3/1973

Place of Birth: Melbourne

Job Title: Engineer

Employer: ABC Ltd

Resident for Tax: Yes

Domicile: Autralia

Client Health: Good

Smoker: Yes

Dependant

Full Name: Torres McGuire

Relationship: Son

Date of Birth: 16/4/2008

Health Complication: No

Financially Dependent: Yes

Mrs. Melissa Gui

Client Address: 23 Money Place

Melbourne Vic. 3000

Residential status: Homeowner

House Value: $231,000

Mortgage Balance: $118,800

Contact: +61450673197

Email: mgi@gmail.com

Gender: Female

Marital Status: Married

Date of Birth: 3/7/1975

Place of Birth: Melbourne

Job Title: Teacher

Employer: St Paul Johnson

Resident for Tax: Yes

Domicile: Australia

Client Health: Good

Smoker: No

Personal details

The clients are Clinton Ching Wai Leong (husband) aged 30 years old and Melissa Chong Ching Fong (wife) aged 28 years old. Currently, Clinton and Melissa are both permanent and full-time employees. Clinton and Melissa have been married for about 6 years and have a rather stable relationship. Clinton is an engineer whereas Melissa is the sales manager of a bank. Upon consulting us (XXX Financial Planners), Clinton has a private health cover but Melissa does not. In addition, Clinton has the habit of smoking and also several health issues which include high blood pressure, diabetes and high cholesterol. Though Melissa does not have the habit of smoking but she has a minor health issue on asthma which has already recovered 4 years ago. Furthermore, both Clinton and Melissa have not set up a will. Most importantly, Clinton and Melissa have a 5 year old son, Torres Ching Chong Cheng. They also plan to have their second child in the next 4 years (2017).

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