what we do
Cash flow management
The building blocks of any solid financial strategy, consists of having a thorough understanding of our clients current and future cash flow.
Taking time to understand how individuals manage their daily finances, is key to forming a successful strategy moving forward.
Sometimes an investment strategy looks achievable at a first glance, however after a detailed analysis into the projected income and expenditure a different picture can be formed. A common example of this is clients who are looking to start a family and haven’t factored in their reduced income during maternity/paternity or the potential child care costs when they return to work.
In addition to understanding changes in our clients’ income and expenditure, the team at Montara Wealth work with our clients to provide them with the strategies to track and manage their daily finances.