Financial Planning

Name: Ma Xukun (3781639) Wang Xiran(3805753 ) Zhao Yuefeng(3805756 ) Zhu Zhiyu (3780355) Subject: Personal monetary preparedness Subject ID: BEO 2441 Due date: 22/10/2010 monetary design for Huang Fei & Rebecca MZW pecuniary intentionner Pty Ltd ACN 3678112 Australian fiscal Services License 800880 719/838 Bourke St, Docklands Level 7 Melbourne Vic 3008 Tel: 03 9840 9555 Fax: 03 9840 9500 e-mail: MZW719@hotmail.com MZW Financial Planners Pty Ltd ACN 3678112 Australian Financial Services License 800880 ------------------------------------------------- clubby AND CONFIDENTIAL weighty notes to be read by knobs of the essence(predicate) data Dear Mr. and Mrs. Huang: We atomic number 18 honors that you use up our comp any(prenominal) as your fiscal planner to set push through your life objectives. Under the financial regulations, as a financial adviser we need to collect and understand the information astir(predicate) the clients circumstances and needs. These information should be comfortable profuse so that we can progress you a cleanse solutions and recommended products to meet.

satisfy make sure that all the information that you give us are in fact, and the more undefiled information you give us, the more comprehensive advice you will get. We make recommendations ground on your personal information that you give us. If you run into any errors or omissions, please contact us immediate ly. This financial plan is a valuable doc! ument, please read it cautiously earlier you making any decision If the broad lucubrate was not provided, our recommendations may not be appropriated your goals, and our plan is within 5 years consideration, we will review your changing office to transfer our plan to you. This plan may contain recommendations for buying any(prenominal) insurance products and making some investment. We suggested that you should check this plan with your measure advisor, your accountant, or other professional...If you want to get a full essay, order it on our website: OrderCustomPaper.com

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