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Cash is at the Heart of all Financial Planning

Attitude to Wealth


Everybody wants to maximise their position of wealth.


However, people have different ways and opinions towards achieving this.


A client's Attitude to Wealth will change based upon their understanding of the value of cash, which is why it is very important to make sure the value of cash is understood within the advice process.


Without this understanding, the quality of the advice is always compromised.

"A client's Attitude to Wealth will change
depending on their understanding of the value
of Guaranteed Asset Classes"