Cash Flow Management

Cash Flow Management

Cash Flow Management

Whatever stage of life you’re at it’s important to regulate your cash flow to meet the needs of you and your family but this is rarely an easy feat.

The best tool to manage your cash flow needs is to create a budget by looking at the things you need – the essentials, such as housing and food – and those you simply like to have, or want. Once you have your budget it needs to be regularly reviewed to make sure you can continue to meet your cash flow requirements, especially as your circumstances change.

LIFE Financial Planners offer a Cash Flow Modelling Service that can help you determine whether you can meet your cash flow needs if you stick to your budget. After we present your Cash Flow Modelling we’ll keep in touch throughout the year to see how you’re progressing. It’s amazing how you can keep on track when you have someone like us there to push you a little!

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Testimonials

Alison
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Have been using Life Financial for 3 years now and Marijana has repeated provided us with the best possible strategies for our changing situations. We believe that the LFP team consider our financial security just as important as their other clients. Marijana, Mei and Donna have been very kind, easy to talk to and responsive to my calls and emails. We definitely recommend LFP without hesitation.
Lee-Anne
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We have been seeing LFP for about 10 years now! We are so appreciative of their service and reminders to look after our financial future. It is a relief to leave our superannuation investments and insurances in their very capable hands. Would recommend them to anyone who does not already have a financial advisor.
Miss Vae
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We have been clients of Marijana and team for a few years now and they have been nothing but professional, caring and informative. Marijana is always happy to answer all of our questions and kept the process worry-free for us. We always look forward to seeing the team every year for our review. Thank you for everything you do for us 😊
Alastair
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We always receive Marijana and Mei’s full care and attention when needed, and cannot recommend them highly enough!
Jude
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We are so incredibly grateful for the personal but very professional advice given by Marijana and Mei. After a lifetime of medical bills, transition to retirement was looking grim, but after meeting with the team at Life Financial Planners a few years ago, they really listened to our personal circumstances and we now have a clear, positive path.
Neil
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We have been clients of Marijana and the team since 2006. During this time I have retired from working - a daunting time for most of us. The transition to retirement was quite smooth, thanks to the very professional advice we received. We have no hesitation in recommending Life Financial Planners to anyone seeking assistance with their financial planning needs.
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