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财务策划师服务广泛,但一般亦会依照一定的步骤,为客人计划财务目标。就以最常见的退休计划为例。退休计划主要为应付退休后的个人及财务上的需要,提供足够的定期收入,属于一项长期的计划。财策师会作详尽的资料搜集,例如客人最适当退休
The financial planner has a wide range of services but generally will follow certain steps to plan financial goals for the guests. Take the most common retirement plan as an example. The retirement plan is mainly a long-term plan mainly to meet the personal and financial needs after retirement and to provide sufficient regular revenue. The Financial Strategist will make detailed information collection, for example, the most appropriate retirement