Personal Wealth Management

this is a group assignment, i will upload additional files which including our assignment instruction and a sample of Statement of Advice only for your reference , as well as some income statement and balance sheet of the clients’. my part looks like the section 1 in the sample SOA as ur reference, which is important information about u, including goals, objectives, personal information and financial information, also the risk profile( u can see in the sample of SOA ), the sample is only for your reference, BTW, I’m not sure that the income statement and balance sheet which i provide to you are correct, please double check. also these are belongs to appendix

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