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Personal Needs

Hani and his wife Sue are existing customers whose cleaning business ‘Bright Shine’ has experienced positive quarter-on-quarter growth. They have recently expanded their operations.

Hani and Sue are very good at managing their business cash flows, but as they are both consumed with managing their business during its growth, their personal financial needs are taking more of a backseat.

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Personal Needs

They also have two young children (9 and 11) and are looking at ways to help their children save money while also maintaining a level of oversight on their spending habits.

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