You are required to complete the following tasks in this assignment document: · complete the fact-finder template for your clients (the risk profile template is included in this document for you to view, but you are not required to complete the risk profile template for this assignment) · answer the assignment questions as they relate to sections 3, 4 and 6 of the case study · complete the statement of advice (SOA) template for your client, using the data in the case study and the fact finder (in a full analysis you would usually also use the risk profile data) · complete the two (2) cash flow tables. The information and data you need to do this work is presented as a case study. Some data will have to be externally sourced; the templates clearly indicate where this will be necessary. Please note it is essential you refer to 'Topic 5: Designing recommendation using insurance products' to identify and quantify the clients' personal risk insurance needs. The 'Joseph and Julie Hahn' case study The case study steps you through the financial planning process: from initial contact with the Hahns, to the development and documentation of their fact finder, and finally, to your financial strategy documented as a statement of advice (SOA) to meet their needs.