What type of Investment/ Wealth Management Product would you recommend to 29-year-old Tom? Why have you made this selection?
Tom is a recent graduate from University; he is looking to get married in the next year. He has a 3-year-old daughter and earns $180,000 per month. Tom wants to retire comfortably and would want to optimize his return on investment and at the same time benefit from tax advantages. He is willing to take some level of risk but has a history of asthma in his family. Finally, he is saving $40,000 per month to acquire the sports car of his dream.
In no less than 250 words.