In this presentation video, paraplanner Anna Slater introduces cashflow planning, using case studies and examples to explain how we use this software to present your financial plans.
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Any examples of investments and structures used are for illustrative purposes only. The inclusion does not constitute an invitation or inducement to buy any financial investment or service. None of the content constitutes advice or a personal recommendation. Individuals should seek professional advice, based on their jurisdiction and personal circumstances, before making any financial decision.
Anna joined Nedbank Private Wealth in 2022 and is based out of the London office, working with the wealth planning division. Alongside the team, she works with clients and their families, in tandem with their professional advisers, to ensure they have a clear wealth plan in place to help them achieve their financial and lifestyle objectives.
Anna holds a BSc (Hons) degree from the University of East Anglia and is also a member of the Chartered Insurance Institute.
Anna joined Nedbank Private Wealth in 2022 and is based out of the London office, working with the wealth planning division. Alongside the team, she works with clients and their families, in tandem with their professional advisers, to ensure they have a clear wealth plan in place to help them achieve their financial and lifestyle objectives.
Anna holds a BSc (Hons) degree from the University of East Anglia and is also a member of the Chartered Insurance Institute.
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