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  2. Based on an interview with the client for each wealth creation, and lifestyle goal that you are advising on, you need to detail your recommended strategy(s) which should be linked to the client’s objectives and the advantages and disadvantages of each strategy.

Based on an interview with the client for each wealth creation, and lifestyle goal that you are advising on, you need to detail your recommended strategy(s) which should be linked to the client’s objectives and the advantages and disadvantages of each strategy.

Posted by:Brian Posted on:Aug 19,2020
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Topic: Clients Wealth Creation / Lifestyle Recommendations - outside superannuation. Paper details: Based on an interview with the client
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