富盈睿智 FullRich 集結了一群來自全國頂尖的財務策劃師,透過同理傾聽與專業洞察,以滿足每個人全人生的宏觀需求為出發,整合國際財務資源與工具,並以全方位財務策劃需求分析為核心。
富盈睿智行動祕書
by EZStock
What is it about?
富盈睿智 FullRich 集結了一群來自全國頂尖的財務策劃師,透過同理傾聽與專業洞察,以滿足每個人全人生的宏觀需求為出發,整合國際財務資源與工具,並以全方位財務策劃需求分析為核心。
App Store Description
富盈睿智 FullRich 集結了一群來自全國頂尖的財務策劃師,透過同理傾聽與專業洞察,以滿足每個人全人生的宏觀需求為出發,整合國際財務資源與工具,並以全方位財務策劃需求分析為核心。
作為與客戶站在一起的專業財務策劃顧問,信念與專業同樣重要。在國外,專業財務策劃師被尊稱為財務醫生, 獨立於各項財務金融產品之外,能以更客觀、更同理、更全面的規劃分析與高度,協助客戶達到真正的圓滿富足 FullRich。財務醫生Dr.Rich的角色定位,是富盈睿智FullRich品牌在業界樹立的標竿,而信賴・智慧・全面・健 康,則是我們通往 FullRich 路上,全力以赴,努力堅守的價值。
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