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Savings outside of super to potentially

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Reference no: EM131639728

In financial planning, I prepare financial strategy as a part of SOA for client. Their goals are:

1. Savings advice on trip to Italy this year

2. Advice on savings outside of super to potentially send their kind to private school ( fee: $20,000 pa) or to fund a oversea holiday.

What strategy should I give them to achieve their goal? I need a strategy for each goal

* The fund for their kind is a long term investment- 13 years. They have other things to carry such as home mortgage, insurance and super. That is the hardest thing to give a suitable strategy for their savings. Their surplus: $9,600 pa

Reference no: EM131639728

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