Securing and managing credit

Michelle Cull

Securing and managing credit

Michelle Cull

School of Business

Research output: Chapter in Book / Conference Paper › Chapter

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

Cite this

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title = "Securing and managing credit",

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.",

author = "Michelle Cull",

year = "2015",

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AB - 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.

UR - http://handle.uws.edu.au:8081/1959.7/uws:30031

M3 - Chapter

SN - 9780409339376

SP - 245

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BT - Financial Planning in Australia: Advice and Wealth Management

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PB - LexisNexis

CY - Chatswood, N.S.W.

ER -

Securing and managing credit

Abstract

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