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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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UK

Bringing cash flow planning to life

November 26, 2024
13.00, Online via Zoom

Join Senior Wealth Planner and cash flow planning specialist Hazel Bowen for an exclusive webinar that brings cash flow planning to life.

During the session, you’ll discover:

  • The benefits of a cash flow model in providing you with a clearer view of your financial future
  • The way cash flow planning integrates your current investments and financial plans over time
  • The steps to access this essential service and its role in helping you stay on track and make informed financial decisions.

Join Hazel for an invaluable insight into lifetime cash flow planning and live demonstration of cash flow modelling in action.

Register

Speakers

Hazel-Bowen-crop.jpg

Hazel Bowen

Senior Wealth Planner

Hazel is a Chartered Financial Planner and Fellow of the Personal Finance Society (PFS) with experience advising clients since 2011. Passionate about empowering clients through effective financial planning, she specialises in guiding them through life transitions to achieve their lifestyle and financial goals.

Previously, Hazel served on the PFS regional committee for eight years, including a role as regional Chair. She joined the PFS national Power Practitioner Panel in May 2023 and is dedicated to advancing the profession. Hazel has been recognized with three Personal Finance Awards, including Chartered Financial Planner of the Year 2022/23.

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

Our portfolios are designed to work over a typical investment cycle of 7-10 years, so we recommend you stay invested for at least seven years.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.