Background and Case Study You are a financial advisor at a reputable financial services firm in New Zealand. Your clients, Alex and Jamie, are a young couple in their early 30s. Alex works as a software engineer at a tech c
ASSESSMENT QUESTIONS Background and Case Study You are a financial advisor at a reputable financial services firm in New Zealand. Your clients, Alex and Jamie, are a young couple in their early 30s. Alex works as a software engineer at a tech company, while Jamie is a marketing manager at a retail firm. They have been … Read more