客户故事
只要能赚钱就做：投资组合多样化
客户Leo，医生
Client Story
Do whatever makes money: Diversify your investment portfolio
Leo，Doctor
基本信息
在医疗行业工作了超过20年，并拥有自己的小生意。已经中年，孩子也成年了。
财务状况
并拥有自己的小生意，
房贷3000/month，
有车，无车贷。
消费习惯
没有存钱的习惯，
有闲钱就立刻投入市场，
如股票，基金，期权等。
需求
炒房，赚钱，
为退休做好准备。
概要
从还很年轻的时候，Leo 就意识到投资赚钱的重要性。股票，基金，期权等，都有所涉猎。他在2008年短暂使用过投资贷款，股市崩盘前及时退出。通过过去十几年的经验，他们认为靠自己学习在股票中很难赚钱。夫妻两人在2020年还购买了投资房，希望可以通过金融投资获得更多现金流和为退休做好准备。
困难
Leo已经进入中年，这也意味着他们需要考虑退休的问题。Leo 希望可以通过金融投资获得更多现金流，也希望能为退休做好准备。但是，Leo 在过去十几年,边学习边操作股票，并不是十分成功。所以倾向于寻求专业人士的建议。
解决
AI Financial 的投资顾问为 Leo 和伴侣制定了详细的投资计划，协助他们共同申请了60万投资贷款。
投资方向
Leo 夫妻俩对投资风险承受能力较强，经过协商，选择了包含高科技，U.S. Equity Index，和Global Health Care（Renaissance）等的综合配置。
2023年
到2023年，Leo的投资账户略有盈利，但二人并未选择取钱，而是决定把钱继续留在账户中，实现利滚利的收益。除了 AI Financial 为其管理的投资贷款和保本基金，目前二人还持有私募基金，ETF，楼花等多个投资产品。
为什么选择AI Financial？
· AI Financial 有一整个顾问团队，非常专业。
· AI Financial 历史表现很好，他们的客户反馈都是正面的。
· 我看重结果，AI Financial 为我带来的盈利超乎我预料。
Basic Information
Having worked in the medical industry for over 20 years, and owning a small business of their own. They are middle-aged with grown-up children.
Financial Situation
They own a small business and have a monthly mortgage payment of $3000 for their house. They own a car without any car loans.
Spending Habits
They do not have a habit of saving money and tend to invest any extra money they have immediately in the market, such as in stocks, funds, options, and so on.
Needs
Investing in real estate to make money and prepare for retirement.
Summary
Leo realized the importance of investing to make money at a young age. He has dabbled in stocks, funds, options, and more. He briefly used investment loans in 2008 and withdrew in time before the stock market crashed. Based on their experience over the past decade, they believe that it is difficult to make money in stocks by relying solely on self-learning. The couple has also purchased investment properties for over 20 years, hoping to generate more cash flow through financial investments and prepare for retirement.
Challenges
Leo has entered middle age, which means they need to consider retirement. Leo hopes to generate more cash flow through financial investments and prepare for retirement. However, over the past decade, Leo has not been very successful in learning and operating stocks at the same time. Therefore, they tend to seek advice from professionals.
Solution
AI Financial’s advisors provided detailed investment plans for Leo and their partner, and assisted them in jointly applying for a 600,000 RMB investment loan.
Investment Direction
Leo and their partner have a high risk tolerance for investments. After consultation, they have chosen a comprehensive allocation that includes high technology, U.S. Equity Index, and Global Health Care (Renaissance).
2023
Apart from the investment loan and guaranteed funds managed by AI Financial, the two individuals currently hold multiple investment products, including private equity funds, ETFs, and off-plan properties.
Why do you choose AI Financial？
· AI Financial has a dedicated team of advisors who are very professional.
· AI Financial has a good track record and their clients’ feedback is positive.
· I value results and the profits that AI Financial has brought me have exceeded my expectations.
Investment NOW
You deserver a better life
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