Why cash flow matters

Discover what it takes to meet the cash flow management needs of the client of the future.

Our perspective

In a complex investment environment, advisers need to leverage every tool at their disposal to get the best outcome for clients.

Increasingly, managing expenses in addition to assets is a critical part of the equation. But are the right clients getting the cash flow management advice they need? And how can you leverage cash flow management as a tool for engaging with clients who need it most?

In our report we draw from proprietary research to unpack how high-performing firms are using cash flow management to build stronger relationships and deliver better outcomes for clients.

Key insights

A holistic view of client wealth

A holistic view of client wealth

87% of advisers believe client wealth needs to be viewed holistically – not just investments, but also lifestyle and cash flow analysis1.

A key benefit of cash flow management is that it allows a more complete view of clients’ wealth. Cash flow management gives advisers visibility of not just investments, but income, debts and everyday spending, helping identify opportunities that might not otherwise come to light.

Who’s missing out?

Who’s missing out?

62% of advisers believe 30 – 44 year olds would benefit most from cash flow management support1.

There’s an opportunity for advisers to engage Millennial clients with services that address their specific needs, and establish strong relationships for the future.

What do Millennials need?

What do Millennials need?

68% of 30 – 44 year olds agree that day to day living costs are getting out of control2.

One way advisers can help is by taking on a coaching role, helping Millennials manage current lifestyle expenses, minimise debts and continue to grow their wealth.

Download the full report

 

Thank you for requesting the report.

Download your copy of The cash flow management opportunity report

You’ll also receive an email copy of the report within the next five minutes. If you don’t receive your email copy, please email wealthsales@macquarie.com and we will be happy to help you.

Sorry an error occured, please try again.

Fill out your details below

Privacy policy / Request a call

The information you provide on this form will be retained and handled by Macquarie in accordance with our Privacy Policy and we may contact you about products or services we feel may be of interest to you. If you do not wish to provide all details or receive information of this nature, please phone us on 1800 806 310. Phone calls to and from Macquarie may be recorded for quality and assurance purposes. If you do not want your call to be recorded, please advise the Macquarie staff member. If you have used our calculator we have also collected this information to assist with your enquiry.

By submitting this enquiry, I acknowledge that I have read the Macquarie Group privacy policy, and understand that Macquarie will use my personal information to contact me in relation to my enquiry, and for other general marketing purposes. If you have previously unsubscribed from receiving our marketing communications, submitting your details will opt you back into receiving Macquarie marketing communications.

You can change your marketing preferences by telephoning Macquarie on 1800 806 310 or customising your preferences with the unsubscribe link included in our marketing communications. Please note that all of our calls are recorded. If you do not want your call to be recorded, please advise the Macquarie staff member.

 

Additional information

1

Source: 2019 Macquarie Cash and Cash Flow Matters Survey

2

2019 Macquarie proprietary research

This information has been prepared by Macquarie Bank Limited AFSL and Australian Credit Licence 237502.

The information provided is not personal advice. It does not take into account the investment objectives, financial situation or needs of any particular investor and should not be relied upon as advice. Investors should consider the appropriateness of the information having regard to their own objectives, financial situation and needs. Any examples are illustrations only and any similarities to any readers’ circumstances are purely coincidental.