As your wealth increases and your financial situation becomes more complex, managing cashflow can become a full-time job. We help you make the most of your cash, maximising the return from your short-term cash holdings while ensuring you have money on hand for investment costs, new opportunities, and your immediate lifestyle needs.
Your personalised cashflow management strategy will help you to:
- Reduce risk by building high-performing cash investments into your investment portfolio.
- Maintain liquidity for short-term investment and lifestyle needs.
- Streamline administration by automating and controlling regular investments and other outgoings, as well as dividends and investment income.
- Simplifying compliance with the complex rules governing SMSFs, trusts and other structures, through comprehensive transaction tracking and tax reporting.
Cashflow management strategies
Here are some of the cash management strategies we can help you explore, depending on your needs.