More than just return seeking, advisers are experienced at working with a client to closely identify their needs, with the ability to manage planned, unplanned or unforeseen expenditures. Advisers can help keep the portfolio invested where appropriate to grow assets for future spending needs and finding the best source and process for accessing capital on behalf of their clients when required.
Join Bronwyn Yates and Tanya Hoshek as they discuss insights around cash drag.