At any stage of communication, Financially NZ will transfer some important financial knowledge and information to clients so that they can be more financially literate and understand what is actually the case and problem they have with their current financial situations. Clients will be driven to understand their specific financial goals and investment needs.
There are five financial modelling tools will be developed in setting up financial and investment planning. These are:
- Personal accounting and budgeting
- Comprehensive financial planning
- Scenario analysis model
- Critical value determinator
- Early warning system model
Apart from this, we also supply a range of free financial intelligence service. These can be some relevant finance and investment concepts or may be techniques in cashflow and debt management. We also provide updated investment market news, new tips and picks, financial information and research on investment products, chart analysis and asset allocation techniques.
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