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个人财务策划包括消费、收入与财产分析、保险保障、投资目标、退休计划、员工福利、税务策划及房地产策划等。其目的是:服务客户生活理财、建立与维系客户关系、分析客户资产状况、提供专业理财建议、执行理财计划和监控理财计划实施。
Personal financial planning includes consumption, income and property analysis, insurance protection, investment goals, retirement plans, employee benefits, tax planning and real estate planning. Its purpose is to serve customers’ life finances, establish and maintain customer relationships, analyze customer assets, provide professional financial advice, implement financial plans and monitor the implementation of financial plans.