The Case Study of Wealth Management

• Main Authors: Chien-Tzu Liu, 劉千資
• Other Authors: Ou-Yang Hou
• Format: Others
• Language: zh-TW
• Published: 2014
• Online Access: http://ndltd.ncl.edu.tw/handle/95442291807180469565

碩士 === 崑山科技大學 === 企業管理研究所 === 102 === This study uses interview to understand the client’s family status, physical health status, insurance status, individual deposits and the present value of housing. First, we prepare case’s balance sheet and comprehensive income statement. Second, we accord the main goal in life of the case, using wealth management software which involving compounding theory to measure the current financial status of the case and simulate the client's funding gap. Third, we apply questionnaire survey method to understand the client's attributes of investment and risk aversion, and then propose different protect proposals, such as reducing the amount of housing, reducing the amount of travel, delay the time of buying house and car. We focus on the solution which the case is willing to accept and to perform. Finally, the case can achieve the goal of financial freedom.