Case Study: Are You Managing Your Personal Cashflow?
Client Sue and Richard are a newly married professional couple. They have no children and earn a very decent income as corporate lawyers. The mystery was they were living pay to pay. Truth be told, they were behind! They had acquired few assets other than a great car, substantial wardrobes and an eclectic wine collection. Problem Sue and Richard required assistance to manage their income and expenses so they could save to purchase a home within the new few years. Their immediate need was to understand where their funds were going. Solution Their Accountant listened and reviewed the limited financial [...]