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Cash is at the Heart of all Financial Planning

About Cash Management


Cash is the most fundamental of all financial assets. It should be a basic requirement for all professional advisers to demonstrate, to their clients, the value that could be received.


A lack of understanding of the value of cash undermines every advice process.


Without demonstrating the maximum value available from cash it is never absolutely clear that a client needs to undertake any risk-based solution to meet their objectives.


This lack of clarity brings unnecessary risk into the advice process.


This risk, and more, can be mitigated by providing clients with a report demonstrating the maximum value your client can obtain from cash before any decision is made to invest.


"Cash is the most
fundamental part of every
legal and financial planning process"