We’ll help you achieve your financial goals

Cash Flow Management is controlling where your money goes, not wondering where it’s gone.

Cash Flow Management

  • Do you know if your income covers your expenses?
  • Do you need help?
  • Do you know where your money goes?
  • Do you live pay by pay?

What is Cash Flow Management?

An effective Cash Flow Management strategy is controlling your money so you have available funds ready in an account to pay your bills when they fall due and a separate operating account for your everyday living expenses. It is very easy to feel like you don’t know where your money is going when you are trying to juggle multiple accounts and debts.

When people get paid, most pay the bills they HAVE to and spend what’s left. This means that the majority of people are living week to week (pay to pay).

If this is you, we can tailor a solution to suit your individual needs so that you are not living week to week. Within this process, you are placed in an informed position regarding your current spending patterns and educated on a better structure for your cash flow which will improve the management of your finances.

Having a cash-flow management structure does not mean you have to give up your existing lifestyle, it means choosing where your money goes.


What are the benefits of Cash Flow Management?

Cash Flow Management is having the right money in the right place at the right time doing the right thing. Having a Cash Flow Management structure offers many benefits including:

  • Peace of mind because you know where your money is going.
  • Reduces stress because you have the money to cover your bills just sitting there.
  • Provides you with control over your finances.
  • Allows you to plan for the future e.g. holidays.
  • You choose where your money goes.

Your Cash Flow Management strategy will make you aware of your current financial situation and place you in a position to realise the potential of your income, gain control of your debts and work towards achieving your goals.


How does Cash Flow Management work?

We assist you to identify where your money is being spent, what your financials goals are, set spending priorities and educate you on how to implement and follow a successful Cash Flow Management strategy to get you there.

We work closely with you by analysing your monthly progress to ensure you are on track to achieving your goals and provide ongoing education to help you develop improved habits to regain control of your finances.

Initially, it is critical that your Cash Flow Management Structure is set up correctly. This will ensure that it provides a long-term stress free solution to the management of your money.


Additional Information

The importance of taking control of your money is to enable you to achieve a lifestyle which will provide peace of mind and generate financial security.

The long-term benefits of taking control of your finances are significant. It removes the stress of living week to week and allows you to focus on your life goals.

We have a number of services available to support you to achieve the lifestyle that you want to live, now and in retirement.

How can we help you?

Contact us today to organise an initial appointment with a Financial Services Specialist.
The specialist can provide a free financial assessment and evaluate the impact on your individual circumstances.
We provide a holistic service and can assist you in all areas of your financial life.