澳洲Financial assignment 代写:金融服务财务规划

  • 100%原创包过,高质代写&免费提供Turnitin报告--24小时客服QQ&微信:120591129
  • 澳洲Financial assignment 代写:金融服务财务规划

    从二十世纪80年代初开始,财务策划应运而生,并逐渐巩固其作为管理未来的重要工具的地位。尽管发展历史很短,但发展速度惊人。这催生了FSG,协助个人选择多种金融服务达到财务目标。金融危机的爆发趋势比以往任何时候都更为频繁,造成的危害也越来越深刻。因此,投资者实现其财务目标变得越来越困难。同时,由于科学技术的飞速发展,人们的预期寿命不断增加,老年人养老需求巨大。因此,考虑到目前的形势,毫无疑问,财务规划是非常重要的。本文首先讨论了“财务计划”的定义。在此之后,它将解释一个FSG的本质(金融服务指南)和它的内容。最后,它将介绍和解释所提供的各种服务中的一种。
     
    总之,近年来变得越来越重要的财务规划包括采取计划好的行动来实现个人或家庭的财务目标。随后,为了跟踪财务规划的过程,需要金融服务指南。其主要目的是实现财务目标,使财富最大化。财务策划的整个过程可以分为六个步骤。第一步:收集数据。STEP2:设定财务目标。STEP3:分析数据,制定一个计划。STEP4:执行计划。STEP5:监控计划。第六步:评估和修改计划。在整个过程中,理财规划师或顾问扮演着重要的角色。主要有三个指定它和CFP似乎更有效。记录整个财务规划过程的文件称为金融服务指南,它帮助个人或家庭从各种金融服务中选择。它通常包含财务顾问的信息、财务计划的细节、金融服务和产品的介绍、薪酬、投诉和赔偿程序。最后,介绍了该公司提供的服务之一的消费信贷。消费信贷信息的定义、发展、类型和优势。近几十年来,金融服务业和金融业迅速发展,金融业将更加繁荣。

    澳洲Financial assignment 代写:金融服务财务规划

    From the early state of 80s in the 20th century, the financial planning came into being and gradually consolidated its status as a vital tool of managing future. In spite of its short history, it is developing at a staggering speed. This gives birth to the FSG which assists individuals to choose from a multitude of financial services to reach financial goals. There is a tendency for the financial crisis to break out more frequently than ever before and the damage it has caused is becoming more worldwide as well as profound. Therefore, it is becoming increasingly difficult for investors to achieve their financial objectives. Meanwhile, owing to the rapid development of science and technology, the life expectancy continues to increase, which leads to an enormous need for old age pension. Consequently, considering current situation there is no doubt that financial planning is of great importance. This essay will firstly discuss the definition of ‘Financial Planning’.  Following this, it will explain the essence of a FSG (Financial Services Guide) and the contents of it. Finally, it will introduce and explain one of the various services offered.
     
    In conclusion, financial planning which has become increasingly important in recent years involves taking well-planned actions to achieve financial goals of individuals or families. Subsequently, in order to keep track of the process of financial planning one needs Financial Service Guide.  The main purpose is to achieve those financial goals as well as making the fortune one owns maximized. The whole process of financial planning can be divided into six steps. Step1: collect data. Step2: set financial goals. Step3: analyze data and make a plan. Step4: carry out the plan. Step5: monitor the plan. Step6: evaluate and revise the plan. During the whole process, the financial planner or advisor is playing an important role. There are mainly three designation of it and the CFP seems more efficient. The document that records the whole financial planning process is called financial service guide which assist individual or families choose from the various financial services. It usually contains information about financial advisors, details of financial planning, introduction to financial services and products, remuneration, complain and compensation procedure. Finally, consumer credit, one of the services offered by the firm is introduced. The information of consumer credit includes its definition, development, types and advantages. Recent decades have witnessed the rapid development of financial services and financial planning and they are going to become more prosperous.