Client Financial Planning

In: Business and Management

Submitted By lexicon
Words 4519
Pages 19


Friday, November 25, 11

Name Mr. Bayuningrat Place, Date of Bandung, February 13, 1983 Birth Age 28 Resident Komplek Sulaksana Makmur Jl. Sulaksana Makmur Raya 17 Telephone +62 721 1184 Mobile +62 81 321 2100 12 E-mail Occupation Tutor SBM-ITB

Client’s Wife
Mrs. Zahratul Jannah Jakarta, May 7, 1983 28 Komplek Sulaksana Makmur Jl. Sulaksana Makmur Raya 17 +62 721 1184 +62 81 743 395 5 Housewife


Child 1
Name M. Malik Danawi Place, Date of Bandung, October 30, 2007 Birth Age 4 Education Playgroup

Child 2
M. Mikail Azka Bandung, July 29, 2009 2 -

Friday, November 25, 11

Investment Style Developing Investment Period 3 until 5 years Expectation Emergency Fund 1 until 3 months of salary Scale Risk Tolerance Moderate risk taker with consideration to investment value Profit/Loss Scenario Investment Portfolio Type Mutual Fund Investment Rate Loss Resolute


Risk Profile Developing

Friday, November 25, 11

Friday, November 25, 11

Short Term, less than 1 year (before 2013)
Take a family trip for 2012 new year vacation At year 2012, Mr. Bayuningrat and his family went abroad to Australia for his Ph.D program.

Medium Term, about 1 until 5 years (following 2013 and before 2018)
At year 2015, Mr. Bayuningrat and his family returned to Indonesia after finishing his study. Buy a car at the year 2015. Children education funds.

Long Term, more than 5 years (2018 on going)
Go to Mecca, Saudi Arabia for religious journey with his wife at the year 2018. Buy a car at the year 2025. Buy a house estate at the year 2026. Enroll Malik and Mikail into Junior High School, Public High School, and Public Universtiy. Pension Fund


Friday, November 25, 11


INCOME Salary Other…...

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