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An introduction to cashflow planning

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.
Published 2 December
14 mins

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.

Clients of Nedbank Private Wealth can get in touch with their private banker directly to understand how wealth planning can help them achieve their financial goals and objectives, or call +44 (0)1624 645000 to speak to our client services team.

If you would like to find out more about how we can help you with wealth planning support, please contact us on the same number as above, or complete the contact us form using the link below

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.

about the author

Anna Slater

Anna Slater

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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