Cashflow model to be backbone of new Financial Planning firm

Cashflow modelling will be the backbone of a new Financial Planning firm, its managing director says.


Ex-IFP chief sets up breakaway Financial Planning firm

Former IFP President Julie Lord is forming a new Financial Planning firm.


Planner: Listening to clients who leave offers great insight to improve

Listening to clients that decide to leave can provide “massively useful insights”, a Financial Planner says.


Ex-IFP President: See another adviser if you don't value cashflow model

A former IFP President says she tells potential clients to go and see another adviser if they fail to see the value of cashflow modelling.

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