客户的风险管理 Client Risk Management
You need experts in all fields to help you deal with various matters.
您需要各方面的专家帮助您处理各项事务。
Insurance
保险
| Business 商业风险 |
Personal 个人风险 |
|
|
Legal
法律
- Property Relationships
- Trading Structures
- Companies Name/s
- Shareholder Agreements
- Shareholder Employment Agreements
- Buy / sell Arrangements
- Succession Plan
- People
- Skill Required
- Roles
- Business Plan
- Business Valuation
- Employment Agreements
- Will – EPA
- P,G’s
- Trusts
- Trustees
- Names
- Roles
- Meeting Schedule
- Documents / Giftings
- Trustees
Accountant 会计
- ACC Planning &
Structure CP or CPX - Tax Returns
- GST Returns
- Statement of Performance
- Statement of Financial Position
- KPI’s on Financial Measurement
- Tax Planning and Minimization
- Assets / Liabilities
Banking & Investment 银行与投资
- Personal Loans
- Business Loans
- Credit Cards
- Cash Management
- KiwiSaver
- Mortgages
- Term
- Interest Rates
- Structure – P&I / I only
