Keeping Cashflow Simple

Andy Hart
Andy Hart

How to build cashflow plans live with clients and what to focus on in order to get clients to take action. What key financial levers we have to impact our client’s financial outcomes. I plan to build a typical ‘at retirement’ plan from scratch and discuss what’s important in building workable financial plans for clients.

Learning objectives

  • How important assumptions are in creating financial plans.
  • What factors are most impactful in creating financial plans.
  • How best to present financial options to clients around retirement income.