Clients look to financial service providers to provide them with financial advice solutions. This task requires you
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Question:
Clients look to financial service providers to provide them with financial advice solutions. This task requires you to apply what you have learned about the financial markets, systems, participants, services and products, to identify a suitable financial advice product or solution based on the scenario provided.
Note that your solutions are only required to be generic and you are NOT required to identify specific products or provider.
For each scenario given in the table below:
- identify a suitable financial advice solution(s);
- explain why you have chosen that solution(s), and
- list who/what entity would be able to assist the client and would be involved.
An example has been provided for you.
Scenario | Financial advice product or solution(s) | Reasoning behind selected solution | Who/what entity will be able to assist and/or would be involved? |
Sonya has finished university and is now working full time and wants to know the best way to save for a deposit on her first house.
| Enrol in a KiwiSaver Scheme. |
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Related Book For
Microeconomics An Intuitive Approach with Calculus
ISBN: 978-0538453257
1st edition
Authors: Thomas Nechyba
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