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基本情况吴晓(此为客户化名)是80后的一个典型:80后独生子,新一代股民,理财意识强。目前其资产状况如下:现金2万,基金18万,股票12万元,黄金8万元,投连保险8万,共计48万。目前吴晓年收入6万。二十年总收入约为6万×20=120万元。考虑参与兼职或升职加薪,二十年总收入有望达到160万元—500万元。吴晓有社保、有意外保险,现在还未结婚。父母健在,都有收入、社保,还有两套房子,未来吴晓的养老压力小。
The basic situation Wu Xiao (this is the customer name) is a typical after 80: 80 only son, a new generation of shareholders, strong financial awareness. At present, its assets are as follows: 20000 yuan in cash, 180,000 yuan in fund, 120,000 yuan in stock, 80,000 yuan in gold and 80,000 in insurance with a total amount of 480,000. At present, Wu Xiaonian income 60,000. Twenty years of total revenue of about 60,000 × 20 = 120 million. Consider participating in part-time or promotion salary, 20 years of total revenue is expected to reach 160 million -500 million. Wu Xiao social security, accident insurance, is not yet married. Parents are alive, have income, social security, there are two sets of houses, the future of Wu Xiao’s pension pressure.