Business Unit 9 P3

Words: 162
Pages: 1

Graeme and his business HAP provide professional planning advice. HAP works with the individual to achieve their financial and lifestyle goals. Building long term partnerships with clients assists in creating, protecting and managing their wealth and lifestyle for personal and families.

On a technical level this works as most of the population is unaware of how to correctly manage and achieve their financial goals. Graeme and his team can work together to provide the service to clients. HAP supports their clients by informing and updating them on the current market situation and attempting to inform and train clients on how to manage their finances efficiently on a day to day basis.

HAP’s services act as more than a company who helps build