Cash is King
When it comes to businesses, everybody has heard “Cash is King.” The same is equally true for individuals & households.
And as a Financial Adviser, the most important starting point for any individual/household/family is cashflow & budgeting.
I strongly believe that if you can improve a client’s cashflow & make it easier to manage, then the other areas of Financial Planning such as debt reduction, investment, insurances & super can be better managed.
Most people can do better if they know what to do; so all generations can benefit from Cashflow Management; from
Having visibility & control of your spending will give you peace of mind – for example, knowing that when a large bill comes in, there is money there – and not having to wait until your next pay cheque.
Furthermore, having control of your spending will help you achieve what is really important to you; from saving for a home, paying off your mortgage before you retire, educating your children, saving for a holiday and saving for your retirement.
But one thing we can guarantee is that everyone’s circumstances will change over time – and these changes can be better managed if your cashflow is known & under control.
HIGHLY RECOMMENDED BY OUR CLIENTS
Think of us as personal trainers for your money.
Making changes to your cashflow requires buy in & commitment from you.
Similarly with a personal trainer, if you do not have buy in & commitment, you will not get the results you are looking for.
We may challenge you. We are proactive. We are there with you for the journey to financial fitness.
We will…
