Webinar: Bringing cash flow planning to life

Cash flow planning is a powerful, multi-faceted tool that demonstrates how your financial situation evolves over the years, considering your assets, liabilities, income, expenditure and – importantly – your goals for the future. We can emphasise the benefits, but how many of you have seen a cash flow plan in action?

Cash flow planning is a visual journey: our Wealth Planners use a model to assess how realistic your financial goals are and determine the best path to achieve them. The plan provides a deeper understanding of your financial choices and risks, helping you make informed decisions about your future once you have consulted a Wealth Planner first.

Hazel Bowen, Senior Wealth Planner and cash flow planning specialist, presented a live demonstration in our recent webinar, walking through the details of the model and showcasing its wide range of benefits. She also highlighted the dynamic nature of a cash flow plan – adapting as your life evolves. As Hazel says: ‘it’s not about the plan; it’s about the planning’.

She also discussed:

• What information goes into a cash flow plan
• How a plan dynamically evolves over time
• How it can help couples and families facilitate meaningful conversations

You may also be interested in:

• Post-budget webinar: Our experts unlock the pension puzzle
• Transferring wealth to the next generation – what to consider
• Why cash flow planning is not just for business

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.

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.

This is not a recommendation to invest or disinvest in any of the companies, themes or sectors mentioned. They are included for illustrative purposes only.

The information contained herein is based on materials and sources deemed to be reliable; however, Canaccord Genuity Wealth Management makes no representation or warranty, either express or implied, to the accuracy, completeness or reliability of this information. Canaccord is not liable for the content and accuracy of the opinions and information provided by external contributors. All stated opinions and estimates in this article are subject to change without notice and Canaccord Genuity Wealth Management is under no obligation to update the information.