TOPS Financial Planning Solutions

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Cashflow management

Typically, as your financial situation improves it also becomes more complicated, and it can be harder and harder to manage cash flow and keep track of your finances.

We provide a service that will help you take full advantage of your cash and increase the return from short-term cash holdings while making sure you have enough money to meet the needs of your lifestyle.

A tailor-made strategy to manage your cash flow will allow you to:

  • Build highly effective investments into your portfolio, which will reduce any risk
  • Promote liquidity to meet the needs of the lifestyle and for more immediate investments
  • Control and automate investments and outgoings to streamline cash flow administration
  • Ensure complete compliance with all rules and governance surrounding SMSMs, trusts, and other complex structures through broad tracking of transactions

We can implement one or more of the following cash flow strategies to help your financial situation:

  • Cash accounts and term deposits
  • Fixed interest investments
  • Income stream strategies
  • SMSFs and trusts
  • Portfolio administration services
  • Cash flow analysis and budget management

Get in touch

P: (07) 3871 1671
F: (07) 3878 9955
E: Click to email
Contact us

Our locations

Suite 4, Level 1
165 Moggill Road
Taringa QLD 4068

Suite 5C,
138 Margaret Street
Toowoomba QLD 4350

News

By Graeme Colley AMP Capital Graeme Colley shares five more common mistakes SMSFs make and how to avoid them. Separating contributions and ... Read more

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Copyright © 2019 TOPS Financial Planning Solutions.
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TOPS Financial Planning Solutions ABN 63 124 422 064.
Authorised Representatives of Godfrey Pembroke Limited ABN 23 002 336 254, Australian Financial Services Licensee,
Registered Office 105-153 Miller Street,
North Sydney NSW 2060.
A member of the National Australia group of companies.