上海张女士,30岁,公司职员,大学本科住房情况及来源:租房家庭理财目标:希望尽快买房,为家人提供保障保险以及防止资金贬值。理财分析:家庭财务状况分析:从张女士自己填制的报表和理财目的看,目前生活质量优良,没有太大负担。投资的品种比较单一,可能是想让理财人员怎么安排实现自己的愿望。如果 Shanghai, Ms. Zhang, 30 years old, company staff, college undergraduate housing and sources: renting family financial goals: hope to buy a house as soon as possible to provide protection for the family insurance and to prevent the devaluation of funds. Financial Analysis: Analysis of the financial situation of the family: From Ms. Zhang’s self-filling statements and financial management purposes, the present quality of life is excellent and there is not much burden. Investment in a more single species may be trying to make money management staff to achieve their aspirations. in case