Do you have clients who overspend? Need a budget? Want to save or become debt-free? … but they lack budgeting skills? We can help!
We partner with:
Who so often have excellent advice for their clients, yet the client needs some assistance in contributing to their plan
Who often have clients who, with some expert help, could be in a position to buy their first home years earlier
Accountants and Bookkeepers
Who see clients who absolutely need to stick to a budget.
For your clients who need a budget that actually works!
Cash flow is everything!
We are referred clients every day from financial industry professionals. As we only provide tailored budgets to individuals who need our assistance, our partners have the confidence to work with us.
As budgeting experts, we receive a constant flow of referrals from financial industry professionals who have identified clients with cashflow management issues. We’re proud to partner with industry-leading accountants, financial planners and mortgage brokers who want to help clients make the most of their money and achieve their financial goals.
We only provide tailored budgets to individuals who need our assistance, so our partners have the confidence to work with us. Your clients WILL be better off, as we don’t take on clients we can’t help.
We treat clients with respect and never criticise them for being human. Our solutions simply remove the impulsive temptation most people have to spend money outside their budget – and their savings quickly grow as a result! We’re also lots of fun to work with … it’s true!
Do your clients:
- Need to increase their annual surplus to reach their financial goals
- Need personal insurances but have insufficient cashflow to support this
- Want to increase their cashflow to invest or secure their future
Having completed a personal “income and expenses” assessment as part of the fact-finding process, you may find there is a significant reportable surplus which is not reflected in the client’s bank account. We can capture that surplus and channel it wherever your client needs it to go. As you know, a significantly increased surplus gives planners more options to reach and exceed client investment expectations.
When you refer your valued clients to Expert Cashflow Solutions, you’re referring them to a fellow professional who understands financial planning.
Why not consider adding this additional service offering to your clients? As a result, you could see increased client satisfaction and experience higher client retention rates.
Do you have clients who:
- Want to buy their first home but don’t have enough deposit saved
- Are looking to consolidate debts
- Want to reduce or eliminate “bad debt
- Need to “clean up” their bank statement history for lending applications
When you refer your valued clients to Expert Cashflow Solutions, you’re referring them to a fellow professional who understands how finances, lending and mortgages work. We understand how the financial sector must operate in a post-Royal Commission environment.
By adding this additional service offering to your clients, you can see increased borrowing approvals, increased loan book value and experience a higher client satisfaction and retention rate.
Accountants and Bookkeepers
Perhaps your clients:
- Have a business reporting a good profit, but they complain about not having enough money
- Have trouble making their BAS/IAS payments easily or on time
- Become distressed when they are advised of their business or personal income tax bill
- Have an ATO or Centrelink debt they want to clear
When you refer your valued clients to Expert Cashflow Solutions, you’re referring them to a fellow professional who understands accounting.
Why not add an additional service offering to your clients, see increased client satisfaction and experience a higher client retention rate?
Let’s Build Something Together
We are here for one simple purpose… to improve our clients cash flow. You won’t see clever marketing from us, mostly because we are cash flow experts (sometimes known as nerds) and that’s all we do.