You have been engaged by John as his financial adviser and your role is to prepare a comprehensive financial plan or Statement of Advice (SOA) for him. List the section headings in an SOA as presented in the study guide and discuss in single sentences the main purpose of each section.
Based on the information provided, list John's personal goals and objectives.
Present in a table the recommended asset allocation for John's given risk profile. Discuss the investment objectives for such type of investor.