Cash Flow Management
Cash flow management is one of our specialties.
Effective cash flow management is critical to the achievement of any financial goal. Effective cash flow management lets you take control of your spending and to manage your debts as efficiently as possible – both of which are essential if you want to move on and get the most out of your savings and investment strategies.
Effective cash flow management also saves you from unexpected and unwanted short falls when large bills arrive. This lets you plan your short to medium term future with confidence and purpose.
Our method is simple and easy to follow and will quickly become one of the most important elements of successful financial planning.
Bernardo Moyano
Senior Financial Planner
Experience: 20 years in the financial planning industry, working in major banks, running his own business and working for 2 other financial planning firms as a contractor while looking after my own clients.
Bernardo is a Financial Planner with particular expertise in the areas of retirement planning strategies, superannuation, income streams, centrelink, age care, corporate superannuation, managed investments, and personal & business insurance. Bernardo blends a high technical knowledge with an easy to understand communication style. He has been successfully assisting personal & corporate clients achieve their financial goals for over twenty years.
Assisting a client protect and improve their lifestyle is always one of Bernardo’s priorities. “Because we focus on strategy and education, clients become empowered to take control over their financial future”.
Hobbies/Interest: Spending time with family, coaching kids sports and going on holidays with our caravan.
Bernardo Moyano is an authorised representative (295705) of Nextplan Financial Pty Ltd (AFSL 452996).