Memo
To: From:
Date: Re:
Financial Planning
Anna Boss
Mr Scorer, Mrs Lee, Mrs Toh
March 9, 2024 New Client
Hi team,
Your new client information form is attached. Please action the following:
Find a residence for our client to rent by themselves within 25km of the Perth CBD.
Prepare a tax estimate for the year and the estimated take-home weekly pay based on their stated
income (assume no tax deductions). The 2023/2024 tax table has been attached to my email. Prepare a detailed weekly budget and the expected annual savings given the client's current
expenditure
Using the client's annual savings, find a suitable car for the client to purchase (2017 model or newer).
Research & demonstrate to the client how the purchase of a car may impact their budget for the next
Summarise the client's current financial situation, advising them of their ability to reach their financial goals and making recommendations on ways to improve their financial situation.
• If at any point a client's goal is not feasible, identify practical changes the client can make to achieve this goal.
I expect a detailed report (that follows the Mathematical Thinking Process) to be placed on my desk by Monday 25th March 2024
Kind regards,
#Boss
Anna BOsS
Financial Planning Supervisor
help me with this assignment

Client Number and Name: Kirsten Edgar
Year 11 Mathematics Applications Investigation 1 Take Home Financial Planning
For this project, you are acting as a financial planner for the company 'Applied Finances & More'
Your task is to address your client's needs and write a report summarising the client's finances using the Mathematical Thinking Process.