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ご相談事例
ブロードマインドでは、これまで１０万件超のご家庭からご相談を受けています。
そのノウハウを生かし、北陸３県でも活動中！幅広い年代のお客様からのご相談を受けています。
その中から少しだけ、相談事例をご紹介します。
金沢市在住 S様
（30代）
家族構成：ご主人様（会社員）・奥様（育児休業中）・お子様一人
きっかけ：セミナー
ご要望：貯蓄をしたいがなかなか貯まらない。運用に興味あり。
投資を始めるにあたり、まずは家計の分析をさせていただきました。生命保険は最近見直しをされたばかりとの事で、当初は保険に関して相談は必要ないと言われていましたが……
富山在住 S様（20代）
家族構成：一人暮らし
きっかけ：紹介サイト
ご要望：医療保険加入
社会人になられたばかりで、ご両親から保険に入るように勧められたが、何がいいのか全く分からないとのことだったので……
福井在住 K様
（５０代）
家族構成：ご主人様（会社経営）・奥様（会社員）・お子様3人
きっかけ：既契約者
ご要望：10年前の契約の見直し
10年前からのお客様で、奥様の保険と投資信託をご契約していただいておりましたが、ご加入いただいてから期間が経過していたため、見直しを兼ねて……
金沢市在住 O様
（４０代）
家族構成：ご主人（会社員）・奥様（パート）・お子様二人
きっかけ：セミナー
ご要望：保有中のNISA口座について
ネット証券で口座を開設後、NISAで投資をされていたがうまくいっていないとのことでした。まずは運用を始めたきっかけや……
コンテンツ
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