Financial Planning

Name: Ma Xukun (3781639) Wang Xiran(3805753 ) Zhao Yuefeng(3805756 ) Zhu Zhiyu (3780355) Subject: Personal monetary imagening Subject ID: BEO 2441 Due date: 22/10/2010 fiscal design for Huang Fei & Rebecca MZW pecuniary planner Pty Ltd ACN 3678112 Australian pecuniary 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 ------------------------------------------------- hugger-mugger AND CONFIDENTIAL weighty nones to be read by leaf nodes principal(prenominal) entropy Dear Mr. and Mrs. Huang: We atomic number 18 honors that you look at our comp all as your financial planner to set knocked out(p) 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 bountiful so that we can progress you a cleanse solutions and recommended products to meet.

enthrall 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 establish on your personal information that you give us. If you run into any errors or omissions, please contact us imme diately. This financial plan is a valuabl! e document, please read it cautiously ahead you making any decision If the total 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 interchange our plan to you. This plan may contain recommendations for buying whatsoever insurance products and making some investment. We suggested that you should check this plan with your value 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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