Gather Information 咨询
To obtain the best result, our Financial Planner will gather specific information on goal and values, as well as client's objective.
财务规划师会质询顾客的目标和价值，以便了达到最佳的效果，
Set Up an Appointment 预约时间
Set Up an Appointment 预约时间
Our financial planner will set up an appointment in a fact-finding interview, in order to gather specific information on client's goals and values.
我们的财务规划师会安排与顾客面谈，以便更深入了解顾客实况，目标和价值。