Planning to Achieve Your Dreams

Lifestyle cashflow planning takes you through the whole of your life from a cashflow perspective. It is about ensuring you can do the things you want, when you want.

By creating a framework within which you can make financial decisions you can understand their impact not just today and tomorrow but in 5, 10 or 30 year’s time.

2 comments

  1. Great video David. Cashflow monitoring and planning for clients is definitely the key to achieving long term financial success and realising financial objectives and goals. Keep up the good work!

    1. Thanks Sally!

      I really believe it is the critical part of the process. So much focus is placed on returns but before getting to that we need to start at the cashflow.

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