Financial planning

A Planner walk-through: Demonstrating cashflow planning

Cera Taylor

 

In our last video we discussed cashflow planning with two of our clients that had gone through the cashflow process. 

We had a lot of interest in the topic so this time Cera Taylor, Chartered Financial Planner at 1825, has produced a follow up video walking us through cashflow planning from a Planner’s perspective; showing us what can go into it and how it works.

Watch now


The demonstration is for illustrative purposes only.

The value of your investments can go down as well as up and you may get back less than you paid in. Laws and tax rules may change in the future. Your own circumstances also have an impact on tax treatment.