Case creation

Final result

YouTube case

Step by Step

First case guide

Situation

I have a job, I'll get promoted and will receive a bonus in 1 year. My main expenses are rent & food. I've got some money saved and save more every month. I want to buy a car. The car I want is pretty expensive and most likely I'll need a loan. Oh, I also want to start investing in 6 months.

Financial details:

• Bank balance - £2,100
• Income:
  • Salary - £3,000 / mo
  • After promotion - £3,300 / mo
  • Promotion Bonus - £12,000
• Expenses:
  • Rent - £1,200
  • Food - £600
  • Subscriptions & Gym - £200
• Savings - £5,000 and add £500 / mo.
• Investing - £300 / mo, expected growth - 5% every year.
• New car - £15,000