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.
There’s an opportunity for advisers to engage Millennial clients with services that address their specific needs, and establish strong relationships for the future.
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.
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Source: 2019 Macquarie Cash and Cash Flow Matters Survey
2019 Macquarie proprietary research
This information has been prepared by Macquarie Bank Limited AFSL and Australian Credit Licence 237502.
The information on this page does not take into account your objectives, financial situation or needs. Before making any financial investment decision or a decision about whether to acquire a product mentioned on this page, a person should obtain and review the terms and conditions relating to that product and also seek independent financial, legal and taxation advice.