Preparing a personal budget

1. Client profile such as age, gender, tax position and tolerance to risk. 2. Which financial product is the client looking for? 3. Background information to the market for example prevailing interest rates. 4. Financial websites consulted. 5. Consumer protection 6. Choice of product and the rationale behind that choice. Provide full details of the product and which website this was taken from.                                                                                                                          

Sample Solution