Abstract
This chapter discusses the different kinds of credit that clients can use, how it can be used wisely and to the client's advantage, and some pitfalls to avoid. Although many financial advisers focus on investment opportunities, there is a critical need first to 'settle the client's current financial affairs so that he or she can concentrate on building or maintaining their wealth. This chapter also looks at clients as leaders so that both sides of the borrowing process can be appreciated.
| Original language | English |
|---|---|
| Title of host publication | Financial Planning in Australia: Advice and Wealth Management |
| Editors | Sharon Taylor, Roger Juchau |
| Place of Publication | Chatswood, N.S.W. |
| Publisher | LexisNexis |
| Pages | 245-286 |
| Number of pages | 42 |
| Edition | 6th |
| ISBN (Electronic) | 9780409339383 |
| ISBN (Print) | 9780409339376 |
| Publication status | Published - 2015 |