Year: 2025
Type: article
Study design: Case Report
Abstract: This paper presents a detailed case study on the comprehensive financial planning conducted for Tim and Jane Janis, a middle-aged couple residing in Australia. The financial plan addresses key aspects such as retirement funding, superannuation consolidation, insurance coverage, debt management, and investment strategy. By employing a holistic approach, the study aims to secure the long-term financial stability and well-being of the Janis family.
Source: Educational Innovation Research
Author: Zhuoyuan Chen
Institution: UNSW Sydney
Language: English
Subfield: Accounting
Domain: Social Sciences
Open Access status: bronze
OpenAlex ID: W4410637902