Internet Financial Platform to Seize

As the scale and wealth of China's high net worth individuals continue to grow, their financial management concepts are gradually enhanced, and they are also dissatisfied with their current financial management status. They have an urgent need for financial planning; they require more professional and customized financial management. Services require the involvement of law, taxation, finance, finance, education and other fields. The group of wealth management customers has expanded significantly, and the breadth and depth of wealth management services has been greatly expanded, so that the future wealth management market will not only have strong vitality, but also still have a very large

room for growth. The following figure shows the survey analysis of Chinese high-net-worth households’ satisfaction with their current financial planning: The process and problems of family financial planning Traditionally, family financial planning has generally been done by qualified sms marketing service financial planners. Financial planners use the principles, techniques and methods of financial planning to provide customers with tailor-made and feasible financial management plans according to the financial goals of individuals and families. Changing financial needs. 1. Financial planners generally help clients carry out financial planning through the following procedures 1) Help clients sort out family financial situation