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Cash flow management

Basic? Yes, but also essential.

Efficient management of your cashflow is integral to a wealth accumulation strategy. And yet only 5% of Australians have a savings plan to achieve their financial goals.

To effectively manage your cashflow, you need to know how you’re currently spending your money. To do this we work with you and our budget planning tools to facilitate a clearer picture of your current income and where it goes.

People are often surprised by the outcome of this simple consolidation exercise. Not realising that they are spending so much money in a particular area. Invariably, this process and the knowledge that comes with it is confronting, but also empowering. With awareness of where you’re spending, you’re able to mindfully prioritise in accordance with your values and goals.

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