Cashflow Management

Manage your money

Together we’ll look at your income and expenses and analyse your spending. We’ll teach you the ‘pay yourself first’ concept. We’ll help you to consolidate and reduce your debt, assess, and prioritise your financial commitments and help you to prepare for the unexpected.

Understanding your cashflow is the bedrock of financial planning and cashflow modelling.

We’ll give you a strategic sense you’re on the right track to fulfill your goals and build your dreams.

Our cashflow management services include:

enabling you to understand how your income is made up and where it comes from.
helping you to monitor your income, particularly your expenses and teaching you how to save for the future.
teaching you how to prepare for emergencies.
discussing the timing of your future capital expenditure goals for cars, holidays, etc.
teaching you how to formulate a secure plan for the future by considering the forward projection of your cashflow, assets and liabilities.
stress testing various scenarios before you make large financial decisions & commitments.

Contact us about Cashflow Management

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What our clients are saying

We were introduced to Tim through our mortgage broker. Tim's knowledge, experience, understanding and expertise of where we wish to be financially and how to get there comfortably made our decision makings very easy. The rewards are paying off.

It was the smartest decision and best investment we have ever made! Faced with some serious health and life challenges we were overwhelmed, out of our comfort zone and really had no idea how to move ahead. Ciarán and Andrew are men of great integrity and they are trustworthy, professional, honest, knowledgeable and compassionate. Our association with them has changed our lives. They helped us create a retirement strategy and guided us in the implementation. They have given us the confidence and support we needed to make sound financial decisions and meet our financial and family goals.

Tim explains everything to me in a way that I can understand. I am always confident with Tim. Tim has helped me with setting up a self funded pension and I am very happy with the service Tim gives to me.

Tim has helped with managing my money to give me a stress free retirement. A pleasure to deal with and very knowledgeable.

Adam has helped and guided us through reducing our personal debt and improving our cash flow. He's secured our existing and future financial position with a combination of protective measures and investment strategies, which included consolidating our super and then putting it to work, and making it work hard for us. His guidance and advice (while slightly cautious for this avid risk taker) has helped us clear our personal debt, obtain well above average returns on our investments, and late last year, finally saw us in a position to buy our dream home.