How do I best answer this email?

To Jane,

I trust you had a good week. I believe you have had a chance to understand our current offerings at CBSA.

While having my coffee this morning, I ran into an acquaintance, Justin Cooper.He runs a family-owned business that manufactures doors, awnings and kitchen equipment. He mentioned that he wants to buy his first home soon and needs some help in terms of planning his finances.

I have discussed how we can help him, but it would be good for him to have a formal email from us.Would you please follow up with him? Send him an email outlining how CBSA can help him out with his finances. His email address is J..r@gmail.com.

Additionally, have you had a chance to look through the CBSA's Customer Service Charter? It will give you an idea of how we approach clients/customers at CBSA.

Kind Regards,

Gavin Stead

Using the template provided, compose an email to Justin Cooper responding to his queries and providing relevant information about CBSA's products and services. Your email must include:

• Email address of recipient
• Email address of sender
• Day/time of composing email
• Relevant subject title
• Body message that:
  • Greets the recipient by name
  • Introduces yourself (name and job title) and the purpose of the communication
  • Outlines the steps of how CBSA can help with financial planning
  • Outlines the charges and fees associated with financial planning
  • Offers to discuss this matter in person and requests a suitable time for you to call
• The signature section of the email must include the sender's name and job title; for example, Jane Porter, Financial Advisor

We at CBSA offer financial advice backed by years of experience helping you understand how to get the best out of your financial future. As your expert financial partners, we're here to ensure that you have all the tools and knowledge you need to make smart financial decisions - both now and into the future. With the CBSA team by your side, you'll have access to financial advice and guidance that is informed by years of experience helping those just like you achieve financial security and success. In fact, your financial advisor can help you: Gain a comprehensive understanding of your complete financial situation Define crystal-clear goals for where you'd like to be in the future Create and grow your wealth in a way that suits your unique financial situation and risk profile Plan a practical way to bridge the gap between where you are now and where you'd like to be Create an investment strategy tailored to your unique financial needs and goals Sort your super and design a retirement plan that'll ensure you're on track to achieve your dream retirement Work with you to create a path towards buying your first home or investment property So, how does it work? Our financial planning process is simple: Step One We sit down with you to look at your current financial situation and your future goals. Everybody is different, which is why we take the time to look at your big picture when creating a financial plan that'll help you meet your goals. Step Two Then, we create the right plan for your financial circumstances and goals. Financial advice is about more than just numbers, income, super, mortgages and assets. It's about creating a clear understanding of the life you'd like to lead, the wealth and peace of mind you want to create and how the right advice can help make that happen. Step Three Once your plan ticks all your boxes, we begin the implementation process to ensure you're on track to create your dream financial future. At CBSA, we're focused on ongoing support, so you'll never have to lie awake at night worrying about your financial world. Charges and fees For ongoing advice our fee is 0.5% of assets a year Hourly Rate - $150 per hour (excludes initial consult)