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ASEW Case Studies · Client Scenario: Patel Family Property Plan
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Client Scenario: Patel Family Property Plan
Full case study: Case Study 6 — The Patel Family: Multi-Generational Property Planning. Walks through the adviser's analysis end-to-end.
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Client Background
Options Analysis Option A — Gift the deposit: Sanjay and Anita gift £44,000 (making Vikram’s deposit £64,000 = 20% of £320,000). Mortgage: £256,000.
Question 3
Which term matches: "“How are you feeling about the pregnancy and the timing of the purchase?” Empathy: Acknowledging the life change they are going through"
Question 4
What does "Listening at Level 3" mean?
Question 5
Match each term in "Client Background" to its meaning
Tap a term, then tap its matching definition.
Question 6
Fill in the blank
______ — Firmly recommending two single life policies even though Adam suggests a joint policy is