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Cash flow management is an essential element of financial planning which at times is overlooked by individuals and inadequately serviced by advisers.
An adviser frequently needs to coach and remind clients of the importance of ‘spending less than they earn’ and demonstrate how they can manage their cashflows well. Planning strategies which encourage effective cash flow and debt management can significantly improve a client’s ability to achieve their goals and objectives and deliver financial security.


An article presented to Kaplan Professional Education on the importance of proper cash flow management – Read More

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